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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
3076
Worth Asset Management
Texas
$189K -$19.2K -65 -9%
NC
3077
NewSquare Capital
Pennsylvania
$188K +$26.6K +90 +15%
TC
3078
Truvestments Capital
Florida
$187K -$28.9K -98 -13%
VIA
3079
Virtus Investment Advisers
Connecticut
$185K +$198K +671 New
TCM
3080
Tradewinds Capital Management
Washington
$180K – – –
IWP
3081
IAG Wealth Partners
Wisconsin
$174K +$93K +315 +100%
CWM
3082
CarsonAllaria Wealth Management
Illinois
$170K -$295 -1 -0.2%
CIR
3083
Clear Investment Research
Georgia
$169K – – –
WPWM
3084
Western Pacific Wealth Management
Illinois
$167K +$590 +2 +0.3%
JWM
3085
Janiczek Wealth Management
Colorado
$167K +$38.4K +130 +28%
PCFFS
3086
Pacific Center for Financial Services
California
$166K +$12.1K +41 +7%
CCA
3087
Column Capital Advisors
Indiana
$164K – – –
BRA
3088
Biechele Royce Advisors
Indiana
$163K – – –
TCWA
3089
Ten Capital Wealth Advisors
Washington
$161K +$38.7K +131 +29%
ARMC
3090
American Research & Management Company
Massachusetts
$159K +$7.97K +27 +5%
M1FG
3091
Mach-1 Financial Group
Arkansas
$153K -$25.1K -85 -13%
BBPWM
3092
Blue Bell Private Wealth Management
Pennsylvania
$150K -$14.8K -50 -8%
JEST
3093
JTC Employer Solutions Trustee
Jersey
$147K – – –
MIM
3094
Meridiem Investment Management
United Kingdom
$147K – – –
RWM
3095
Raffa Wealth Management
District of Columbia
$146K -$295 -1 -0.2%
RG
3096
Retirement Group
California
$145K -$121K -409 -44%
PFA
3097
Professional Financial Advisors
Nebraska
$143K – – –
AWA
3098
Artemis Wealth Advisors
New York
$139K – – –
CAM
3099
Costello Asset Management
Pennsylvania
$138K -$36.9K -125 -20%
CWM
3100
Cedar Wealth Management
California
$136K -$12.7K -43 -8%
122 123
124
125 126