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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2676
Revisor Wealth Management
Ohio
$462K -$267K -535 -37%
GWM
2677
GDS Wealth Management
Texas
$461K -$138K -277 -24%
MCM
2678
Morton Capital Management
California
$461K +$2.99K +6 +0.7%
MWA
2679
Motive Wealth Advisors
Michigan
$460K -$34.9K -70 -7%
JWA
2680
JFS Wealth Advisors
Pennsylvania
$460K -$17K -34 -4%
WH
2681
Willner & Heller
California
$460K +$50.4K +101 +13%
CCMG
2682
Connecticut Capital Management Group
Connecticut
$459K -$6.48K -13 -1%
AW
2683
Apricus Wealth
South Carolina
$458K – – –
HNWAG
2684
High Net Worth Advisory Group
Florida
$457K +$20.4K +41 +5%
PFWA
2685
Paces Ferry Wealth Advisors
Georgia
$457K – – –
NG
2686
Northstar Group
New York
$457K -$47.4K -95 -10%
JMA
2687
J.M. Arbour
Maine
$457K +$13K +26 +3%
EHWM
2688
Eads & Heald Wealth Management
Georgia
$457K +$8.48K +17 +2%
HTWM
2689
Hartmann Taylor Wealth Management
Texas
$454K – – –
BMC
2690
Benin Management Corp
Connecticut
$451K – – –
CWA
2691
Consilio Wealth Advisors
Washington
$450K -$5.98K -12 -1%
TTWM
2692
TCV Trust & Wealth Management
Virginia
$450K – – –
AIM
2693
Avity Investment Management
Connecticut
$449K – – –
OBWA
2694
Oak Barrel Wealth Advisory
Virginia
$448K +$435K +873 New
OHWP
2695
Oak Harbor Wealth Partners
North Carolina
$448K -$32.4K -65 -7%
CTA
2696
Colonial Trust Advisors
South Carolina
$448K +$20.4K +41 +5%
CG
2697
Cynosure Group
Utah
$446K +$433K +868 New
KFAS
2698
Keating Financial Advisory Services
Kansas
$445K +$102K +205 +31%
CWMK
2699
Caliber Wealth Management (Kansas)
Kansas
$445K +$38.9K +78 +10%
WDC
2700
Woodward Diversified Capital
California
$444K +$11.5K +23 +3%
106 107
108
109 110