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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
2126
Amplius Wealth Advisors
Pennsylvania
$496K +$10.1K +168 +2%
DOA
2127
D'Orazio & Associates
Virginia
$495K +$65.1K +1,084 +15%
AF
2128
Apexium Financial
Texas
$493K -$608K -10,120 -56%
RFS
2129
Retirement Financial Solutions
Tennessee
$493K -$62.9K -1,047 -12%
1WA
2130
180 Wealth Advisors
Washington
$492K -$10.2K -170 -2%
SAM
2131
S.A. Mason
Michigan
$491K -$21K -349 -4%
SMG
2132
Smart Money Group
Texas
$491K +$181K +3,009 +61%
MC
2133
Machina Capital
France
$490K +$211K +3,509 +78%
LOAMU
2134
Lombard Odier Asset Management (USA)
New York
$489K +$481K +8,000 New
SWM
2135
Sculati Wealth Management
Michigan
$488K -$79.7K -1,326 -14%
MFT
2136
Moisand Fitzgerald Tamayo
Florida
$487K +$1.5K +25 +0.3%
HIM
2137
Hillsdale Investment Management
Ontario, Canada
$486K -$39.6K -660 -8%
CC
2138
Cadinha & Co
Hawaii
$485K -$147K -2,450 -24%
SSWM
2139
Strait & Sound Wealth Management
California
$484K – – –
SOAMC
2140
Spirit of America Management Corp
New York
$483K – – –
PFA
2141
Plotkin Financial Advisors
Maryland
$483K +$474K +7,892 New
SAM
2142
SignalPoint Asset Management
Missouri
$482K – – –
PCM
2143
Prelude Capital Management
New York
$482K +$473K +7,880 New
AGWCA
2144
Annis Gardner Whiting Capital Advisors
Florida
$482K +$75K +1,249 +19%
CPA
2145
Cardiff Park Advisors
California
$480K +$15.4K +256 +3%
MHWM
2146
Montz Harcus Wealth Management
Louisiana
$477K +$961 +16 +0.2%
WDG
2147
Wealth Dimensions Group
Ohio
$477K -$12.8K -213 -3%
SWP
2148
Semus Wealth Partners
Florida
$475K -$32K -533 -6%
CCM
2149
Canal Capital Management
Virginia
$475K -$14.7K -244 -3%
FFP
2150
FourThought Financial Partners
Florida
$474K +$18K +299 +4%
84 85
86
87 88