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Name Holding Trade Value Shares
Change 		Change in
Stake
NWS
2201
Newport Wealth Strategies
California
$724K +$318 +1 +0%
AWM
2202
Aprio Wealth Management
Georgia
$723K +$721K +2,268 New
WA
2203
WealthTrust Axiom
Pennsylvania
$721K +$79.5K +250 +12%
EI
2204
Ellevest Inc
New York
$720K +$71.9K +226 +11%
BOS
2205
Bingham Osborn & Scarborough
California
$719K +$218K +685 +44%
SIS
2206
Sound Income Strategies
Florida
$717K +$20.7K +65 +3%
WDL
2207
Well Done LLC
Michigan
$716K -$5.09K -16 -0.7%
SIA
2208
SkyView Investment Advisors
New Jersey
$716K – – –
AIA
2209
Allied Investment Advisors
Montana
$714K -$14.3K -45 -2%
FP
2210
Financial Perspectives
Minnesota
$714K – – –
CFA
2211
Camarda Financial Advisors
Florida
$713K +$57.3K +180 +9%
CPA
2212
Clear Perspective Advisors
Illinois
$713K +$160K +502 +29%
JF
2213
JSF Financial
California
$712K +$25.4K +80 +4%
SN
2214
Sittner & Nelson
Oregon
$711K – – –
FMC
2215
Financial Management Concepts
Florida
$710K – – –
HPC
2216
Hobart Private Capital
North Carolina
$710K -$6.36K -20 -0.9%
CC
2217
Callan Capital
California
$709K -$3.5K -11 -0.5%
MCM
2218
McRae Capital Management
New Jersey
$709K +$5.72K +18 +0.8%
DWM
2219
Dorchester Wealth Management
Quebec, Canada
$705K -$176K -552 -20%
TCM
2220
Tandem Capital Management
New Jersey
$705K – – –
VC
2221
Veracity Capital
Georgia
$703K -$117K -369 -14%
VFPI
2222
Vantage Financial Partners (Illinois)
Illinois
$702K +$63.6K +200 +10%
TFA
2223
Teamwork Financial Advisors
Texas
$699K +$48.3K +152 +7%
PAM
2224
Paradigm Asset Management
New York
$698K – – –
LWA
2225
Lineweaver Wealth Advisors
Ohio
$697K +$23.5K +74 +4%
87 88
89
90 91