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Name Holding Trade Value Shares
Change 		Change in
Stake
MCP
5001
Miller Capital Partners
Michigan
$72.1K – – –
BGA
5002
Battery Global Advisors
Massachusetts
$72K +$55.1K +86 +215%
FF
5003
Friedenthal Financial
New Jersey
$71.5K – – –
IA
5004
IFS Advisors
Kansas
$71.5K +$11.5K +18 +17%
EF
5005
Entrust Financial
Pennsylvania
$70.9K +$32.7K +51 +70%
BCM
5006
Birch Capital Management
Texas
$69.2K -$6.41K -10 -8%
MWM
5007
Magnolia Wealth Management
Alabama
$67.5K +$75.6K +118 New
HIA
5008
HFM Investment Advisors
New Jersey
$65.8K -$78.8K -123 -52%
QL
5009
Quarry LP
New York
$65.8K +$40.4K +63 +121%
GCM
5010
Glynn Capital Management
California
$65.2K +$14.1K +22 +24%
BWM
5011
Benson Wealth Management
Tennessee
$63.5K -$4.49K -7 -6%
1IA
5012
1620 Investment Advisors
Massachusetts
$63K -$1.92K -3 -3%
DCM
5013
Dorato Capital Management
Colorado
$61.2K – – –
MPG
5014
My Portfolio Guide
California
$60.4K +$67.9K +106 New
KLWA
5015
Kelly Lawrence W & Associates
California
$57.2K – – –
TJHA
5016
Thomas J. Herzfeld Advisors
Florida
$57.2K – – –
GWM
5017
Gilpin Wealth Management
Colorado
$56.6K – – –
TM
5018
Torren Management
California
$55.1K -$749K -1,168 -92%
BCWM
5019
Ball & Co Wealth Management
Tennessee
$55K – – –
MBFW
5020
Morton Brown Family Wealth
Pennsylvania
$54.4K +$12.8K +20 +27%
IWM
5021
IMG Wealth Management
Florida
$52.1K -$92.3K -144 -61%
MSFP
5022
Mark Sheptoff Financial Planning
Connecticut
$51.4K -$231K -361 -81%
CF
5023
Conquis Financial
California
$50.8K -$5.77K -9 -10%
MAFA
5024
MJT & Associates Financial Advisory
Minnesota
$48.6K +$8.97K +14 +19%
MS
5025
Monetary Solutions
Ohio
$48.6K +$3.2K +5 +6%
199 200
201
202 203