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Name Holding Trade Value Shares
Change 		Change in
Stake
S
2076
Sunpointe
Missouri
$1.02M +$369K +700 +52%
SWM
2077
SHP Wealth Management
Massachusetts
$1.01M -$12.1K -23 -1%
CWA
2078
Crusonia Wealth Advisors
Colorado
$1.01M +$16.9K +32 +2%
CF
2079
Convergence Financial
Missouri
$1.01M +$510K +969 +92%
ST
2080
Sageworth Trust
Pennsylvania
$1.01M +$1.06M +2,019 New
DW30
2081
Drucker Wealth 3.0
New Jersey
$1.01M -$6.32K -12 -0.6%
WF
2082
WinCap Financial
Massachusetts
$1.01M +$56.4K +107 +6%
MW
2083
MBL Wealth
North Carolina
$1.01M -$14.2K -27 -1%
OFO
2084
OneAscent Family Office
Alabama
$1M +$57.4K +109 +6%
ZF
2085
Zhang Financial
Michigan
$1M +$36.3K +69 +4%
GHA
2086
Granite Harbor Advisors
Texas
$1M +$49K +93 +5%
DEM
2087
Disciplined Equity Management
Florida
$1M +$197K +374 +23%
PIA
2088
Pinion Investment Advisors
Kansas
$1M -$80.6K -153 -7%
SP
2089
Symmetry Partners
Connecticut
$1,000K +$807K +1,533 +328%
CPA
2090
Capital Performance Advisors
California
$999K -$4.74K -9 -0.4%
WF
2091
Womack Financial
Texas
$998K +$14.7K +28 +1%
CLOS
2092
Compagnie Lombard Odier SCmA
Switzerland
$997K +$132K +250 +14%
OAM
2093
Occidental Asset Management
California
$995K +$157K +299 +18%
WRPWM
2094
Werba Rubin Papier Wealth Management
California
$994K +$4.21K +8 +0.4%
VC
2095
Veracity Capital
Georgia
$994K -$262K -498 -20%
RIM
2096
Redwood Investment Management
Arizona
$990K +$19K +36 +2%
DJSG
2097
D.J. St. Germain
Massachusetts
$988K -$85.3K -162 -8%
ALA
2098
Atlas Legacy Advisors
California
$987K -$427K -811 -29%
CFGW
2099
Chancellor Financial Group WB
Pennsylvania
$986K -$1.58K -3 -0.2%
FFWA
2100
FRG Family Wealth Advisors
Washington
$986K +$39.5K +75 +4%
82 83
84
85 86