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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2076
EPG Wealth Management
Georgia
$1.03M -$230K -461 -19%
CLOS
2077
Compagnie Lombard Odier SCmA
Switzerland
$1.02M – – –
WSA
2078
Wealth Science Advisors
Georgia
$1.02M +$855K +1,715 +613%
FWA
2079
Flagship Wealth Advisors
Massachusetts
$1.02M +$698K +1,400 +237%
BCM
2080
Barden Capital Management
Texas
$1.02M -$1.1M -2,216 -53%
WKSWA
2081
White Knight Strategic Wealth Advisors
New Jersey
$1.02M +$10.5K +21 +1%
RDWM
2082
Red Door Wealth Management
Tennessee
$1.02M +$268K +537 +37%
CF
2083
Convergence Financial
Missouri
$1.02M -$21.9K -44 -2%
SB
2084
Sunflower Bank
Texas
$1.01M +$25.4K +51 +3%
VBCG
2085
Valley Brook Capital Group
Pennsylvania
$1.01M +$7.48K +15 +0.8%
CFGW
2086
Chancellor Financial Group WB
Pennsylvania
$1.01M -$2.99K -6 -0.3%
SIA
2087
Strategic Investment Advisors
Michigan
$1.01M +$41.4K +83 +4%
WF
2088
Whelan Financial
California
$1.01M +$52.4K +105 +6%
MCA
2089
MSH Capital Advisors
Arizona
$1.01M +$613K +1,230 +168%
TW
2090
ticino wealth
California
$1.01M +$186K +374 +24%
AC
2091
Aristides Capital
Kentucky
$1.01M +$74.8K +150 +8%
VC
2092
Veracity Capital
Georgia
$1M -$16.5K -33 -2%
RF
2093
Rossby Financial
Florida
$1M +$45.4K +91 +5%
IGGA
2094
Iron Gate Global Advisors
Utah
$1M -$164K -328 -14%
WT
2095
Washington Trust
Rhode Island
$1M +$29.4K +59 +3%
BPW
2096
Bingham Private Wealth
California
$999K +$110K +221 +13%
WF
2097
Womack Financial
Texas
$999K -$26.4K -53 -3%
MAM
2098
McLean Asset Management
Virginia
$996K -$4.49K -9 -0.5%
APWM
2099
Argonautica Private Wealth Management
Massachusetts
$996K -$2.47M -4,950 -72%
AWM
2100
Aries Wealth Management
Maine
$996K – – –
82 83
84
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