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Name Holding Trade Value Shares
Change 		Change in
Stake
HSWM
1776
Hubbell Strickland Wealth Management
Louisiana
$209K – – –
CWM
1777
Concentric Wealth Management
California
$208K +$506 +4 +0.2%
RRC
1778
Relaxing Retirement Coach
Massachusetts
$207K – – –
SAM
1779
Shikiar Asset Management
New York
$207K +$247K +1,956 New
SDAM
1780
Shulman DeMeo Asset Management
New York
$206K +$1.26K +10 +0.5%
VVP
1781
Venture Visionary Partners
Ohio
$206K +$247K +1,950 New
DOA
1782
D'Orazio & Associates
Virginia
$204K – – –
PIA
1783
Powell Investment Advisors
Florida
$204K +$126 +1 +0.1%
NWS
1784
Newport Wealth Strategies
California
$204K +$218K +1,726 New
PIMG
1785
Patriot Investment Management Group
Tennessee
$204K +$244K +1,929 New
WAP
1786
Wealthcare Advisory Partners
Pennsylvania
$203K -$46.8K -370 -16%
KA
1787
Klingman & Associates
New York
$203K +$242K +1,910 New
ECM
1788
ExodusPoint Capital Management
New York
$202K -$5.79M -45,815 -96%
RIS
1789
Retirement Income Solutions
Michigan
$202K -$24.8K -196 -9%
SAM
1790
Strategy Asset Managers
California
$202K +$32.6K +258 +16%
SC
1791
Slow Capital
California
$201K -$332K -2,627 -58%
VFP
1792
Verus Financial Partners
Virginia
$201K +$126 +1 +0.1%
DI
1793
DFPG Investments
Utah
$201K +$224K +1,768 New
APWM
1794
Atlas Private Wealth Management
New York
$199K -$54.8K -433 -19%
MHR
1795
Matthew Hamilton Rosenberg
$197K +$234K +1,852 New
MCM
1796
MV Capital Management
Maryland
$196K – – –
BCP
1797
Blue Chip Partners
Michigan
$196K +$234K +1,848 New
GRP
1798
Global Retirement Partners
California
$192K -$29.1K -230 -11%
SIAS
1799
Shine Investment Advisory Services
Colorado
$190K -$11.4K -90 -5%
TCM
1800
Tradewinds Capital Management
Washington
$188K +$632 +5 +0.3%
70 71
72
73 74