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Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
2276
Prosperity Financial Group
California
$781K +$82.8K +160 +12%
KFI
2277
Key Financial Inc
Pennsylvania
$781K +$11.9K +23 +2%
TW
2278
Traveka Wealth
California
$778K +$10.4K +20 +1%
1WA
2279
180 Wealth Advisors
Washington
$778K -$25.4K -49 -3%
JA
2280
JVL Associates
Michigan
$778K +$1.03K +2 +0.1%
ML
2281
McAdam LLC
Pennsylvania
$776K +$155K +300 +26%
SGK
2282
Steigerwald Gordon & Koch
Virginia
$776K -$2.59K -5 -0.3%
PCM
2283
Park Capital Management
Wisconsin
$776K +$763K +1,473 New
RHAM
2284
Round Hill Asset Management
California
$774K – – –
DIP
2285
DT Investment Partners
Pennsylvania
$773K -$151K -292 -17%
BW
2286
BXM Wealth
Colorado
$773K +$760K +1,468 New
BFO
2287
Boston Family Office
Massachusetts
$769K -$72.5K -140 -9%
GJWM
2288
Gilliland Jeter Wealth Management
Arkansas
$768K – – –
CPRC
2289
Consolidated Portfolio Review Corp
New York
$767K +$46.1K +89 +7%
SFO
2290
Stokes Family Office
Louisiana
$767K -$74.5K -144 -9%
BAM
2291
BOS Asset Management
Illinois
$764K +$51.8K +100 +7%
LEA
2292
Legacy Edge Advisors
New York
$760K +$5.18K +10 +0.7%
CT
2293
Colonial Trust
South Carolina
$760K +$79.2K +153 +12%
MF
2294
Montis Financial
Massachusetts
$757K +$5.7K +11 +0.8%
AWM
2295
Atticus Wealth Management
Florida
$757K +$21.2K +41 +3%
NF
2296
Nvest Financial
New Hampshire
$754K +$126K +244 +21%
DOA
2297
D'Orazio & Associates
Virginia
$754K +$13.5K +26 +2%
MFG
2298
Magnus Financial Group
New York
$753K -$8.28K -16 -1%
LT
2299
Legacy Trust
Michigan
$750K -$115K -222 -13%
ALA
2300
Atlas Legacy Advisors
California
$749K +$737K +1,423 New
90 91
92
93 94