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Name Holding Trade Value Shares
Change 		Change in
Stake
MPCG
2376
Matrix Private Capital Group
New York
$507K +$46.3K +141 +10%
MWM
2377
Madison Wealth Management
Ohio
$506K -$17.7K -54 -3%
EWA
2378
Encompass Wealth Advisors
Oregon
$505K +$128K +390 +34%
SAM
2379
Secure Asset Management
Michigan
$504K +$18.7K +57 +4%
IFS
2380
Ifrah Financial Services
Arkansas
$502K -$1.31K -4 -0.3%
CCM
2381
Carlson Capital Management
Minnesota
$502K +$20K +61 +4%
MA
2382
MBA Advisors
Pennsylvania
$501K – – –
RRWA
2383
Rainey & Randall Wealth Advisors
Florida
$500K +$18.1K +55 +4%
HCM
2384
Hengehold Capital Management
Ohio
$498K -$6.24K -19 -1%
AP
2385
Adero Partners
California
$497K +$12.1K +37 +3%
CASB
2386
Cape Ann Savings Bank
Massachusetts
$496K -$2.3K -7 -0.5%
ATWA
2387
Arbor Trust Wealth Advisors
Michigan
$496K – – –
FI
2388
Fosun International
China
$495K – – –
CI
2389
Chartist Inc
California
$494K – – –
OWA
2390
Opal Wealth Advisors
New York
$494K -$664K -2,022 -57%
TFF
2391
The Family Firm
Maryland
$494K +$1.64K +5 +0.4%
CAM
2392
Costello Asset Management
Pennsylvania
$493K +$985 +3 +0.2%
AFWM
2393
AMJ Financial Wealth Management
Virginia
$491K +$68.6K +209 +16%
CWP
2394
Concord Wealth Partners
Virginia
$489K -$979K -2,982 -67%
ECAM
2395
East Coast Asset Management
Massachusetts
$489K – – –
MAM
2396
Magellan Asset Management
Australia
$489K +$94.9K +289 +24%
OLA
2397
Oliver Luxxe Assets
New Jersey
$488K -$2.63K -8 -0.5%
VCM
2398
Vision Capital Management
Oregon
$488K – – –
FH
2399
FWG Holdings
Florida
$488K +$34.1K +104 +8%
SEIA
2400
Signature Estate & Investment Advisors
California
$488K +$116K +354 +31%
94 95
96
97 98