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Name Holding Trade Value Shares
Change 		Change in
Stake
GJIA
526
Glass Jacobson Investment Advisors
Maryland
$902 – – –
MLA
527
MB, Levis & Associates
Pennsylvania
$867 – – –
T
528
Transce3nd
Texas
$867 +$968 +25 New
CFO
529
CVA Family Office
Colorado
$832 – – –
AA
530
Ancora Advisors
Ohio
$774 – – –
FWM
531
FSA Wealth Management
Massachusetts
$728 – – –
AWM
532
Abound Wealth Management
Tennessee
$694 -$155 -4 -17%
CAIM
533
Catherine Avery Investment Management
Florida
$693 +$774 +20 New
CA
534
Continuum Advisory
Idaho
$659 +$77 +2 +12%
DWM
535
Darwin Wealth Management
Florida
$624 – – –
DB
536
Danske Bank
Denmark
$555 – – –
CFFP
537
Center for Financial Planning
Michigan
$521 +$581 +15 New
AF
538
Advisornet Financial
Minnesota
$416 +$464 +12 New
HNW
539
High Note Wealth
Minnesota
$381 +$426 +11 New
WBWA
540
William B. Walkup & Associates
South Carolina
$347 – – –
ACM
541
Anfield Capital Management
California
$208 +$232 +6 New
APW
542
Aventura Private Wealth
Florida
$208 +$232 +6 New
MG
543
Mather Group
Illinois
$104 – – –
CWP
544
Clark Wealth Partners
Illinois
$104 +$116 +3 New
LFA
545
Legend Financial Advisors
Pennsylvania
$69 – – –
FWA
546
FSC Wealth Advisors
New York
$23 +$3.87K +100 New
OMC
547
Old Mission Capital
Illinois
– -$231M -5,783,299 Closed
WAM
548
WT Asset Management
Hong Kong
– -$55.6M -1,390,869 Closed
HM
549
HCEP Management
Hong Kong
– -$40M -1,000,000 Closed
ICM
550
Infini Capital Management
Hong Kong
– -$38.6M -965,844 Closed
20 21
22
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