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Name Holding Trade Value Shares
Change 		Change in
Stake
OWMIAS
2051
One Wealth Management Investment & Advisory Services
Florida
$3.93M +$143K +243 +4%
AFS
2052
Aft Forsyth & Sober
Florida
$3.92M – – –
LC
2053
Longitude (Cayman)
Cayman Islands
$3.92M +$1.7M +2,900 +76%
AA
2054
Altman Advisors
Illinois
$3.92M -$19.4K -33 -0.5%
CCT
2055
Capital City Trust
Florida
$3.92M +$318K +541 +9%
CBA
2056
Coastal Bridge Advisors
Connecticut
$3.91M -$1.96M -3,342 -33%
LAIC
2057
Lederer & Associates Investment Counsel
California
$3.91M -$133K -226 -3%
CP
2058
Cornerstone Planning
North Carolina
$3.9M +$3.91M +6,666 New
GAG
2059
Goodman Advisory Group
Massachusetts
$3.89M +$1.68M +2,857 +76%
BF
2060
Brucke Financial
Indiana
$3.88M +$3.31M +5,632 New
NHC
2061
Nicholas Hoffman & Company
Georgia
$3.88M +$266K +453 +7%
CWA
2062
Consilio Wealth Advisors
Washington
$3.88M +$228K +388 +6%
HFA
2063
Harbert Fund Advisors
Alabama
$3.87M +$948K +1,615 +32%
CE
2064
Cornerstone Enterprises
Wisconsin
$3.87M +$410K +698 +12%
AFP
2065
Ausdal Financial Partners
Iowa
$3.87M +$1.2M +2,037 +45%
GHA
2066
Granite Harbor Advisors
Texas
$3.87M -$35.8K -61 -0.9%
DWA
2067
Douglass Winthrop Advisors
New York
$3.87M +$842K +1,435 +28%
VCM
2068
Virtue Capital Management
Tennessee
$3.87M +$374K +637 +11%
BSG
2069
Black Swift Group
Colorado
$3.87M +$3.88M +6,606 New
VWM
2070
VCI Wealth Management
Missouri
$3.87M +$91.6K +156 +2%
PIWA
2071
Prevail Innovative Wealth Advisors
Kansas
$3.86M +$3.87M +6,600 New
RLWM
2072
RF&L Wealth Management
Massachusetts
$3.86M – – –
JEST
2073
JTC Employer Solutions Trustee
Jersey
$3.86M +$1.35M +2,300 +54%
AA
2074
Altrafin AG
$3.86M +$79.8K +136 +2%
NWMG
2075
National Wealth Management Group
Ohio
$3.86M +$597K +1,017 +18%
81 82
83
84 85