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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2201
Continuum Advisory
Idaho
$3.81M -$92.9K -145 -2%
NIWA
2202
New Insight Wealth Advisors
California
$3.8M +$557K +869 +15%
GAA
2203
Global Assets Advisory
Florida
$3.8M +$365K +570 +9%
IIL
2204
Income Insurance Ltd
$3.79M +$25.6K +40 +0.6%
BP
2205
BBR Partners
New York
$3.78M +$336K +524 +9%
SFO
2206
Stokes Family Office
Louisiana
$3.78M -$506K -790 -11%
VEM
2207
Vann Equity Management
Texas
$3.78M +$4.23M +6,599 New
LCS
2208
Levin Capital Strategies
New York
$3.77M +$3.59M +5,605 +570%
BWA
2209
Basecamp Wealth Advisors
Washington
$3.76M +$7.05K +11 +0.2%
BFG
2210
Beacon Financial Group
Texas
$3.76M +$1.92K +3 +0%
AW
2211
Alteri Wealth
California
$3.75M +$447K +698 +12%
EFMH
2212
E Fund Management (HK)
Hong Kong
$3.75M -$18.6K -29 -0.4%
IP
2213
Indivisible Partners
Florida
$3.74M +$647K +1,009 +18%
BKA
2214
Brick & Kyle Associates
Pennsylvania
$3.74M -$648K -1,011 -13%
ECM
2215
Engle Capital Management
Connecticut
$3.72M -$6.71M -10,471 -62%
SSWM
2216
Strait & Sound Wealth Management
California
$3.72M +$269K +420 +7%
FCM
2217
Fairbanks Capital Management
California
$3.71M -$124K -194 -3%
WWM
2218
Whalen Wealth Management
Nevada
$3.71M -$515K -804 -11%
WIA
2219
Westview Investment Advisors
Vermont
$3.7M -$322K -502 -7%
OWG
2220
Oxford Wealth Group
Florida
$3.7M -$47.4K -74 -1%
GCM
2221
Gunpowder Capital Management
Maryland
$3.7M -$1.28K -2 -0%
CPL
2222
Capital & Planning LLC
Georgia
$3.7M +$4.14M +6,467 New
FGA
2223
Fortis Group Advisors
New Jersey
$3.7M -$522K -815 -12%
CH
2224
Cromwell Holdings
Wyoming
$3.69M – – –
MAG
2225
MRA Advisory Group
New Jersey
$3.68M +$170K +266 +4%
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89
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