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Name Holding Trade Value Shares
Change 		Change in
Stake
RCP
2676
Rothschild Capital Partners
New York
$548K – – –
PHWM
2677
Palatine Hill Wealth Management
Michigan
$547K +$536K +958 New
FWP
2678
Firethorn Wealth Partners
Georgia
$546K -$78.3K -140 -13%
IIM
2679
Ipswich Investment Management
Massachusetts
$546K -$157K -281 -23%
PM
2680
Pembroke Management
Quebec, Canada
$545K +$90K +161 +20%
LWA
2681
Legacy Wealth Advisors
Florida
$543K +$532K +952 New
LWM
2682
Liberty Wealth Management
California
$543K -$6.71K -12 -1%
NRG
2683
Nemes Rush Group
Michigan
$543K +$107K +192 +25%
CCM
2684
Coerente Capital Management
Ontario, Canada
$542K +$531K +950 New
OFS
2685
Oldfather Financial Services
Nebraska
$541K +$94.5K +169 +22%
SCA
2686
Sandy Cove Advisors
Massachusetts
$541K +$12.9K +23 +2%
VCP
2687
Verus Capital Partners
Arizona
$540K +$33.5K +60 +7%
DO
2688
denkapparat Operations
Germany
$540K – – –
DAC
2689
Dutch Asset Corp
New York
$540K +$528K +945 New
PIM
2690
Pullen Investment Management
Florida
$539K – – –
ALAM
2691
Asahi Life Asset Management
Japan
$539K -$15.7K -28 -3%
OC
2692
Opal Capital
Florida
$539K +$555K +992 New
MWM
2693
MBE Wealth Management
Wisconsin
$538K – – –
NEWAS
2694
N.E.W. Advisory Services
Wisconsin
$538K +$212K +380 +67%
PJWM
2695
Philip James Wealth Mangement
Georgia
$536K +$41.4K +74 +9%
PW
2696
Pandora Wealth
Illinois
$535K -$44.7K -80 -8%
G
2697
GenTrust
Florida
$535K +$101K +181 +24%
CWA
2698
Consilio Wealth Advisors
Washington
$535K -$26.8K -48 -5%
VR
2699
Valued Retirements
Texas
$534K – – –
DFA
2700
Davies Financial Advisors
California
$533K -$382K -683 -42%
106 107
108
109 110