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Name Holding Trade Value Shares
Change 		Change in
Stake
CM
2076
Caption Management
Oklahoma
$1.2M +$1.17M +2,100 New
SC
2077
Solstein Capital
California
$1.2M – – –
RE
2078
Rydar Equities
Texas
$1.19M +$1.68K +3 +0.1%
OWCM
2079
One Wealth Capital Management
Arizona
$1.19M -$92.2K -165 -7%
FMN
2080
Financial Management Network
California
$1.19M -$101K -180 -8%
MWAM
2081
Manhattan West Asset Management
California
$1.19M -$50.3K -90 -4%
MC
2082
Maren Capital
Illinois
$1.19M – – –
RWPA
2083
Richard W. Paul & Associates
Michigan
$1.19M +$106K +189 +10%
NWM
2084
Northcape Wealth Management
New York
$1.19M -$559 -1 -0%
DBRC
2085
D.B. Root & Company
Pennsylvania
$1.18M -$83.9K -150 -7%
LF
2086
Lee Financial
Texas
$1.18M -$106K -189 -8%
SPWG
2087
Syntegra Private Wealth Group
Missouri
$1.18M -$186K -332 -14%
AM
2088
Atwater Malick
Pennsylvania
$1.18M -$4.47K -8 -0.4%
TNA
2089
True North Advisors
Texas
$1.17M +$32.4K +58 +3%
SWM
2090
SHP Wealth Management
Massachusetts
$1.17M +$1.15M +2,049 New
AFT
2091
Alpha Family Trust
California
$1.17M – – –
FWM
2092
Forza Wealth Management
Florida
$1.17M +$62.6K +112 +6%
WMA
2093
Wealth Management Associates
New Jersey
$1.17M – – –
USWIA
2094
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.17M +$5.59K +10 +0.5%
AIA
2095
AssuredPartners Investment Advisors
Florida
$1.17M +$854K +1,527 +295%
PC
2096
PCB Capital
New Jersey
$1.17M +$1.14M +2,042 New
MW
2097
MBL Wealth
North Carolina
$1.16M +$83.3K +149 +8%
DW30
2098
Drucker Wealth 3.0
New Jersey
$1.16M -$94.5K -169 -8%
RPWA
2099
Regent Peak Wealth Advisors
Georgia
$1.16M +$19K +34 +2%
AU
2100
AlphaGrep UK
$1.16M +$1.13M +2,027 New
82 83
84
85 86