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Name Holding Trade Value Shares
Change 		Change in
Stake
UAML
2451
US Asset Management LLC
Pennsylvania
$626K – – –
CAC
2452
Core Alternative Capital
Georgia
$626K +$101K +203 +20%
WMA
2453
Wealth Management Associates
New Jersey
$626K -$414K -830 -41%
GHA
2454
GW Henssler & Associates
Georgia
$625K -$40.9K -82 -6%
RW
2455
Rede Wealth
Virginia
$624K +$499 +1 +0.1%
TWM
2456
Tradition Wealth Management
Minnesota
$624K -$28.4K -57 -4%
CT
2457
Colonial Trust
South Carolina
$623K -$113K -226 -16%
IAS
2458
Integrity Advisory Solutions
Texas
$622K +$260K +521 +76%
WC
2459
Wexford Capital
Florida
$620K +$389K +780 +182%
WSWA
2460
Warren Street Wealth Advisors
California
$619K +$25.9K +52 +5%
MWM
2461
Mosley Wealth Management
California
$618K +$164K +328 +38%
BTWM
2462
Baker Tilly Wealth Management
Wisconsin
$617K -$33.9K -68 -5%
BFG
2463
Birch Financial Group
New Hampshire
$616K -$244K -489 -29%
SIS
2464
Sound Income Strategies
Florida
$615K +$77.3K +155 +15%
LCG
2465
Lakeshore Capital Group
Illinois
$611K +$1.5K +3 +0.3%
HWA
2466
HMV Wealth Advisors
Louisiana
$611K -$2.49K -5 -0.4%
EWA
2467
Eagle Wealth Advisors
Connecticut
$610K -$249K -499 -30%
SA
2468
SPWM Advisors
Michigan
$609K -$160K -320 -22%
TL
2469
Tradewinds LLC
North Carolina
$608K +$26.8M +53,680 +10,866%
BWAM
2470
Boyd Watterson Asset Management
Ohio
$604K – – –
LWA
2471
Legacy Wealth Advisors
Florida
$602K +$374K +751 +178%
BWA
2472
Brave Warrior Advisors
New York
$602K +$374K +750 +178%
AT
2473
Adelphi Trust
Florida
$600K -$152K -305 -21%
WA
2474
Waddell & Associates
Tennessee
$600K +$193K +387 +50%
TIA
2475
TCFG Investment Advisors
California
$597K +$499 +1 +0.1%
97 98
99
100 101