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Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
2051
Private Wealth Asset Management
Iowa
$1.05M -$212K -425 -17%
AFT
2052
Alpha Family Trust
California
$1.05M – – –
LF
2053
Lee Financial
Texas
$1.05M – – –
WI
2054
Wealth Intelligence
Georgia
$1.05M -$414K -830 -29%
RPWA
2055
Regent Peak Wealth Advisors
Georgia
$1.05M -$14K -28 -1%
KC
2056
Knuff & Co
California
$1.05M +$195K +391 +24%
BCA
2057
Bay Colony Advisors
Massachusetts
$1.05M -$78.3K -157 -7%
SFG
2058
Stonebridge Financial Group
California
$1.05M +$1.02M +2,038 New
NWAG
2059
Net Worth Advisory Group
Utah
$1.05M +$670K +1,343 +194%
HAFG
2060
Hansen & Associates Financial Group
California
$1.04M +$18.4K +37 +2%
DA
2061
Doliver Advisors
Texas
$1.04M -$115K -230 -10%
DJSG
2062
D.J. St. Germain
Massachusetts
$1.04M +$19.4K +39 +2%
DAC
2063
Dividend Assets Capital
South Carolina
$1.03M +$153K +307 +18%
EWM
2064
EPG Wealth Management
Georgia
$1.03M -$230K -461 -19%
CLOS
2065
Compagnie Lombard Odier SCmA
Switzerland
$1.02M – – –
WSA
2066
Wealth Science Advisors
Georgia
$1.02M +$855K +1,715 +613%
FWA
2067
Flagship Wealth Advisors
Massachusetts
$1.02M +$698K +1,400 +237%
BCM
2068
Barden Capital Management
Texas
$1.02M -$1.1M -2,216 -53%
WKSWA
2069
White Knight Strategic Wealth Advisors
New Jersey
$1.02M +$10.5K +21 +1%
RDWM
2070
Red Door Wealth Management
Tennessee
$1.02M +$268K +537 +37%
CF
2071
Convergence Financial
Missouri
$1.02M -$21.9K -44 -2%
SB
2072
Sunflower Bank
Texas
$1.01M +$25.4K +51 +3%
VBCG
2073
Valley Brook Capital Group
Pennsylvania
$1.01M +$7.48K +15 +0.8%
CFGW
2074
Chancellor Financial Group WB
Pennsylvania
$1.01M -$2.99K -6 -0.3%
SIA
2075
Strategic Investment Advisors
Michigan
$1.01M +$41.4K +83 +4%
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