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Name Holding Trade Value Shares
Change 		Change in
Stake
KLWA
2326
Kelly Lawrence W & Associates
California
$126K -$513K -9,930 -81%
SLF
2327
Sun Life Financial
Ontario, Canada
$126K -$1.71K -33 -1%
AWG
2328
Altus Wealth Group
Colorado
$123K +$116K +2,242 New
CH
2329
Canton Hathaway
Rhode Island
$122K +$11.9K +230 +12%
LD
2330
Lipe & Dalton
New York
$121K – – –
NL
2331
NVWM LLC
Pennsylvania
$120K – – –
SFO
2332
Standard Family Office
South Dakota
$119K +$112K +2,175 New
SCA
2333
Stuart Chaussee & Associates
California
$117K – – –
PWA
2334
Phoenix Wealth Advisors
North Carolina
$117K +$111K +2,141 New
SFG
2335
Sowa Financial Group
Rhode Island
$115K – – –
NCM
2336
New Capital Management
Texas
$114K – – –
GWM
2337
Greenhouse Wealth Management
Connecticut
$110K +$103K +2,000 New
MAWCM
2338
Mine & Arao Wealth Creation & Management
California
$109K +$672 +13 +0.7%
WCMN
2339
Westchester Capital Management (Nebraska)
Nebraska
$108K – – –
SIAG
2340
Safeguard Investment Advisory Group
California
$106K +$100K +1,935 New
LWA
2341
Lowe Wealth Advisors
Maryland
$104K – – –
BWM
2342
Birchcreek Wealth Management
Ohio
$104K +$98.8K +1,911 New
MIM
2343
Meridiem Investment Management
United Kingdom
$103K +$97.2K +1,880 New
TWM
2344
Tradition Wealth Management
Minnesota
$102K +$95.9K +1,855 New
FWM
2345
Focused Wealth Management
New York
$101K +$5.43K +105 +6%
RA
2346
Reby Advisors
Connecticut
$101K +$95.5K +1,847 New
AS
2347
Altshuler Shaham
Israel
$100K -$23.2K -448 -20%
PO
2348
Private Ocean
California
$100K +$10.7K +207 +13%
IAS
2349
IMA Advisory Services
Colorado
$99K -$30K -581 -24%
LIA
2350
Luken Investment Analytics
Tennessee
$99K +$93.1K +1,800 New
92 93
94
95 96