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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3051
Massachusetts Wealth Management
Massachusetts
$1.5M +$33.6K +55 +2%
TPWA
3052
TRUE Private Wealth Advisors
Oregon
$1.5M -$105K -172 -6%
CFM
3053
Comprehensive Financial Management
California
$1.5M – – –
BMCM
3054
Burns Matteson Capital Management
New York
$1.5M +$531K +868 +48%
RRA
3055
Red Reef Advisors
Florida
$1.5M -$232K -380 -11%
IAAG
3056
Innovative Asset Advisors Group
Connecticut
$1.5M +$231K +377 +17%
VIA
3057
Virtus Investment Advisers
Connecticut
$1.5M +$1.62M +2,656 New
BWM
3058
Bullock Wealth Management
Indiana
$1.5M +$941K +1,539 +171%
SGFG
3059
Silver Grove Financial Group
New York
$1.49M +$78.9K +129 +5%
RE
3060
Rydar Equities
Texas
$1.49M +$316K +517 +28%
DAL
3061
Delta Accumulation LLC
California
$1.49M +$1.62M +2,647 New
GC
3062
Gould Capital
Washington
$1.49M +$1.22K +2 +0.1%
CA
3063
Cannon Advisors
North Carolina
$1.49M +$278K +454 +25%
CL
3064
CVFG LLC
Indiana
$1.49M -$1.44M -2,358 -47%
BAM
3065
BOS Asset Management
Illinois
$1.48M +$12.2K +20 +0.8%
TFA
3066
Tranquilli Financial Advisor
New Jersey
$1.48M +$26.9K +44 +2%
CG
3067
Clifford Group
Massachusetts
$1.47M +$11.6K +19 +0.7%
SCM
3068
Soros Capital Management
New York
$1.47M -$228K -373 -12%
WCFA
3069
Walkner Condon Financial Advisors
Wisconsin
$1.47M -$12.8K -21 -0.8%
HHCP
3070
Hilton Head Capital Partners
South Carolina
$1.47M +$96.6K +158 +6%
VC
3071
Veracity Capital
Georgia
$1.47M +$127K +208 +9%
NFA
3072
Northern Financial Advisors
Michigan
$1.47M -$34.9K -57 -2%
BAM
3073
Bayshore Asset Management
Florida
$1.47M +$11K +18 +0.7%
AWM
3074
Atticus Wealth Management
Florida
$1.47M +$173K +283 +12%
OFS
3075
OneAscent Financial Services
Alabama
$1.47M +$21.4K +35 +1%
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