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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2476
Darwin Wealth Management
Florida
$211K +$185K +563 New
EPA
2477
Element Pointe Advisors
Florida
$211K -$182K -552 -48%
CBA
2478
Coastal Bridge Advisors
Connecticut
$211K +$200K +608 New
UW
2479
Unique Wealth
Florida
$211K +$200K +607 New
LPAM
2480
Lodestar Private Asset Management
California
$211K +$199K +606 New
CT
2481
Colonial Trust
South Carolina
$210K – – –
FZCM
2482
Flynn Zito Capital Management
New York
$210K +$198K +603 New
FFW
2483
Fusion Family Wealth
New York
$209K +$198K +602 New
RDIA
2484
RE Dickinson Investment Advisors
Iowa
$209K – – –
BWM
2485
Baron Wealth Management
Michigan
$209K +$198K +601 New
AAM
2486
American Asset Management
Florida
$209K +$197K +600 New
OMIC
2487
Old Mission Investment Co
Michigan
$209K +$197K +600 New
TBC
2488
Ted Buchan & Co
California
$208K +$197K +597 New
SIAG
2489
Safeguard Investment Advisory Group
California
$207K +$196K +596 New
BC
2490
Barrett & Company
Rhode Island
$207K – – –
MKA
2491
M. Kulyk & Associates
Georgia
$205K +$194K +589 New
CCB
2492
Cutter & Co Brokerage
Missouri
$204K +$193K +587 New
FA
2493
Fountainhead AM
New Jersey
$204K +$193K +586 New
PWAG
2494
Polaris Wealth Advisory Group
California
$203K +$177K +537 New
GSIS
2495
Global Strategic Investment Solutions
Arizona
$203K +$192K +584 New
RWA
2496
Rooted Wealth Advisors
Illinois
$203K +$192K +583 New
TCM
2497
Traynor Capital Management
Pennsylvania
$203K -$59.9K -182 -24%
NPF
2498
Norris Perne & French
Michigan
$203K +$192K +583 New
PFM
2499
Patton Fund Management
Texas
$202K +$192K +582 New
RDWM
2500
Red Door Wealth Management
Tennessee
$201K +$191K +579 New
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