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Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
2201
Gratus Wealth Advisors
Virginia
$583K +$7.12K +100 +1%
SI
2202
Seeds Investor
New York
$582K -$499 -7 -0.1%
WPA
2203
Wealth Preservation Advisors
Tennessee
$582K +$2.14K +30 +0.4%
OWP
2204
ORG Wealth Partners
Texas
$581K +$59K +828 +11%
JCM
2205
Jacobsen Capital Management
Utah
$581K +$72.9K +1,024 +14%
BFS
2206
BridgePort Financial Solutions
Iowa
$578K -$12.4K -174 -2%
KB
2207
Kimelman & Baird
New York
$578K – – –
IAS
2208
IMA Advisory Services
Colorado
$578K +$3.42K +48 +0.6%
FGA
2209
Fortis Group Advisors
New Jersey
$575K +$117K +1,638 +24%
CWMS
2210
Cannon Wealth Management Services
North Carolina
$575K +$641 +9 +0.1%
PTP
2211
Platform Technology Partners
New York
$574K -$3.06K -43 -0.5%
FAM
2212
Fairtree Asset Management
South Africa
$574K -$304K -4,266 -34%
BPW
2213
Bingham Private Wealth
California
$573K +$364K +5,116 +65%
MFT
2214
Moisand Fitzgerald Tamayo
Florida
$572K – – –
JJBC
2215
James J. Burns & Company
New York
$571K +$4.56K +64 +0.8%
ACM
2216
Ayrshire Capital Management
Connecticut
$570K – – –
GXJ
2217
Global X Japan
Japan
$570K -$123K -1,726 -18%
ETS
2218
ESL Trust Services
New York
$570K -$4.63K -65 -0.8%
MUAMU
2219
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$566K -$142K -2,000 -20%
APW
2220
Austin Private Wealth
Texas
$566K +$68.7K +964 +14%
SWA
2221
Strata Wealth Advisors
Texas
$565K +$45.2K +634 +9%
AEPWM
2222
Atlantic Edge Private Wealth Management
Florida
$564K +$142 +2 +0%
HP
2223
Holistic Planning
Texas
$564K +$213K +2,991 +60%
MCCP
2224
Mission Creek Capital Partners
California
$563K -$264K -3,708 -32%
EPIME
2225
Evelyn Partners Investment Management (Europe)
$563K -$57K -800 -9%
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