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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
3426
Ducere Wealth Management
California
$203K +$205K +684 New
EWM
3427
Elevatus Welath Management
New York
$203K +$205K +684 New
WP
3428
Wealthspan Partners
Iowa
$203K +$205K +684 New
TF
3429
Tenzing Financial
Virginia
$202K +$204K +682 New
FFA
3430
Frazier Financial Advisors
Ohio
$202K – – –
1CP
3431
1015 Capital Partners
Pennsylvania
$202K +$204K +682 New
LWP
3432
LeClair Wealth Partners
Ohio
$202K +$204K +682 New
MWM
3433
Maridea Wealth Management
New York
$202K -$23.4K -78 -10%
BFWA
3434
Benchmark Financial Wealth Advisors
Florida
$202K -$51.5K -172 -20%
PWM
3435
Pursuit Wealth Management
Florida
$201K +$204K +680 New
NBWM
3436
North Berkeley Wealth Management
California
$201K +$203K +679 New
WA
3437
WP Advisors
California
$201K +$203K +679 New
AWA
3438
Adapt Wealth Advisors
Georgia
$201K +$203K +678 New
HIF
3439
Hill Island Financial
Michigan
$201K +$203K +678 New
OC
3440
Oakmont Corp
California
$201K +$203K +677 New
PFG
3441
Pinnacle Financial Group
Illinois
$200K +$202K +676 New
MSA
3442
Marino Stram & Associates
Massachusetts
$200K +$202K +675 New
PWA
3443
Physician Wealth Advisors
Utah
$199K +$8.69K +29 +5%
TM
3444
Torren Management
California
$194K +$196K +654 New
RFG
3445
REAP Financial Group
Texas
$192K +$898 +3 +0.5%
UFPG
3446
United Financial Planning Group
New York
$192K -$599 -2 -0.3%
CTWM
3447
Cherry Tree Wealth Management
Minnesota
$188K -$20.7K -69 -10%
HHGA
3448
Halbert Hargrove Global Advisors
California
$186K -$19.8K -66 -10%
FCT
3449
First Community Trust
Iowa
$183K – – –
CCM
3450
Cutler Capital Management
Massachusetts
$181K – – –
136 137
138
139 140