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Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
3001
Destiny Wealth Partners
Florida
$292K -$47.1K -82 -14%
TAM
3002
Titleist Asset Management
Texas
$291K -$29.3K -51 -9%
BCP
3003
Blackhawk Capital Partners
Wisconsin
$291K -$9.76K -17 -3%
CCT
3004
Chemung Canal Trust
New York
$291K -$8.04K -14 -3%
DWM
3005
Daner Wealth Management
Georgia
$291K +$49.4K +86 +20%
PWM
3006
Provident Wealth Management
Tennessee
$290K – – –
KSWA
3007
Kathleen S. Wright Associates
Pennsylvania
$289K – – –
PS
3008
Portfolio Strategies
New York
$289K – – –
WE
3009
Wealth Effects
Massachusetts
$289K – – –
GWM
3010
Gitterman Wealth Management
New Jersey
$289K -$35.6K -62 -11%
AIA
3011
Accelerate Investment Advisors
California
$289K +$1.15K +2 +0.4%
AFG
3012
ABLE Financial Group
Arizona
$288K -$39.6K -69 -12%
GCP
3013
GSA Capital Partners
United Kingdom
$288K -$5.02M -8,743 -95%
IWP
3014
Innova Wealth Partners
Pennsylvania
$288K +$2.3K +4 +0.8%
HA
3015
Huntleigh Advisors
Missouri
$288K -$34.5K -60 -11%
SGI
3016
Swan Global Investments
Colorado
$288K -$51.7K -90 -15%
SWM
3017
Shakespeare Wealth Management
Wisconsin
$288K +$2.87K +5 +1%
AA
3018
AJ Advisors
Tennessee
$288K -$36.8K -64 -11%
MWP
3019
Madison Wealth Partners
Wisconsin
$287K – – –
RWA
3020
Rooted Wealth Advisors
Illinois
$287K +$9.76K +17 +4%
RFA
3021
Register Financial Advisors
Georgia
$287K -$4.59K -8 -2%
LIA
3022
LS Investment Advisors
Michigan
$287K +$3.45K +6 +1%
CAS
3023
Coppell Advisory Solutions
Texas
$286K +$289K +504 New
FPGK
3024
Financial Partners Group (Kansas)
Kansas
$286K +$57.4K +100 +25%
NWM
3025
NRI Wealth Management
California
$285K -$2.47M -4,305 -90%
119 120
121
122 123