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Name Holding Trade Value Shares
Change 		Change in
Stake
MWC
2601
MBM Wealth Consultants
Missouri
$352K – – –
MCA
2602
MSH Capital Advisors
Arizona
$351K – – –
DFA
2603
DHJJ Financial Advisors
Illinois
$350K -$2.29K -5 -0.7%
CCM
2604
Crew Capital Management
Ohio
$349K +$4.57K +10 +1%
XWM
2605
Xcel Wealth Management
Florida
$349K +$7.31K +16 +2%
WP
2606
Woodline Partners
California
$349K +$331K +724 New
I
2607
INVST
Indiana
$348K +$1.37K +3 +0.4%
FAT
2608
First American Trust
California
$346K +$80K +175 +32%
EBA
2609
Eagle Bay Advisors
New York
$346K -$30.6K -67 -9%
KF
2610
KKM Financial
Illinois
$345K – – –
AIA
2611
AIMZ Investment Advisors
California
$344K – – –
MAG
2612
Mayfair Advisory Group
Alabama
$343K +$95.1K +208 +41%
TA
2613
Tactive Advisors
Florida
$343K +$325K +712 New
HC
2614
Hendley & Co
Ohio
$340K – – –
BWM
2615
Baron Wealth Management
Michigan
$340K +$30.2K +66 +10%
TFA
2616
Tranquilli Financial Advisor
New Jersey
$340K -$109K -239 -25%
DA
2617
Drake & Associates
Wisconsin
$339K -$2.29K -5 -0.7%
CWM
2618
Cherrydale Wealth Management
New Jersey
$338K +$57.6K +126 +22%
PWA
2619
Phoenix Wealth Advisors
North Carolina
$337K – – –
KWM
2620
Kaydan Wealth Management
Michigan
$335K – – –
WCG
2621
Weaver Consulting Group
California
$335K +$6.4K +14 +2%
LWM
2622
LongView Wealth Management
Georgia
$335K -$118K -259 -27%
BWM
2623
BlackDiamond Wealth Management
New York
$335K -$12.8K -28 -4%
DWM
2624
Denver Wealth Management
Colorado
$334K -$3.2K -7 -1%
XF
2625
XML Financial
Maryland
$334K +$16.5K +36 +5%
103 104
105
106 107