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Name Holding Trade Value Shares
Change 		Change in
Stake
3F
1876
360 Financial
Minnesota
$463K +$54 +1 +0%
QCM
1877
Quest Capital Management
Texas
$463K +$60.9K +1,120 +15%
COCM
1878
Charter Oak Capital Management
New Hampshire
$462K -$1.79K -33 -0.4%
PWM
1879
Paulson Wealth Management
Illinois
$460K -$9.09K -167 -2%
NME
1880
Notis-McConarty Edward
$459K – – –
CBT
1881
Central Bank & Trust
Kentucky
$456K -$1.36K -25 -0.3%
HGWM
1882
Horst & Graben Wealth Management
Oregon
$456K +$653 +12 +0.1%
CHA
1883
Cooper/Haims Advisors
New York
$454K -$52.7K -968 -10%
CFG
1884
Cooper Financial Group
California
$454K -$14.7K -270 -3%
CWG
1885
Cornerstone Wealth Group
North Carolina
$454K +$8.54K +157 +2%
SCI
1886
S&CO Inc
Massachusetts
$453K – – –
AWM
1887
Apollon Wealth Management
South Carolina
$451K -$40.5K -745 -8%
AWM
1888
Avior Wealth Management
Nebraska
$451K -$1.63K -30 -0.4%
HFP
1889
Holistic Financial Partners
Indiana
$451K -$544 -10 -0.1%
HWA
1890
HHM Wealth Advisors
Tennessee
$450K – – –
DAM
1891
Doheny Asset Management
California
$448K – – –
TFO
1892
Tarbox Family Office
California
$448K +$2.23K +41 +0.5%
BCM
1893
Bienville Capital Management
New York
$447K – – –
WA
1894
Wealth Architects
California
$447K +$28.2K +519 +7%
KB
1895
Kimelman & Baird
New York
$447K +$449K +8,258 New
MKA
1896
M. Kulyk & Associates
Georgia
$446K – – –
SWA
1897
SOA Wealth Advisors
New York
$446K +$979 +18 +0.2%
9WM
1898
9258 Wealth Management
Ohio
$446K +$41.6K +764 +10%
CFO
1899
Collective Family Office
Pennsylvania
$445K +$131K +2,400 +41%
FA
1900
Fiducient Advisors
Illinois
$443K -$10.9K -200 -2%
74 75
76
77 78