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Name Holding Trade Value Shares
Change 		Change in
Stake
VBWMG
2276
Von Berge Wealth Management Group
California
$534K -$4.24K -22 -0.7%
NF
2277
NTB Financial
Colorado
$533K +$95.9K +497 +18%
OFW
2278
Omnia Family Wealth
Florida
$531K +$16.2K +84 +3%
OPA
2279
Old Port Advisors
Maine
$531K +$16.6K +86 +3%
FW
2280
FirstPurpose Wealth
Utah
$530K +$48K +249 +8%
MIA
2281
MainStreet Investment Advisors
Illinois
$528K -$22.8K -118 -3%
NFP
2282
Narus Financial Partners
Utah
$528K -$8.87K -46 -1%
FWTB
2283
First Western Trust Bank
Colorado
$527K -$68.7K -356 -10%
NWA
2284
New World Advisors
Massachusetts
$527K +$167K +868 +37%
PWSG
2285
Pacific Wealth Strategies Group
California
$526K -$365K -1,893 -37%
KA
2286
Klingman & Associates
New York
$525K -$89.3K -463 -12%
AMM
2287
American Money Management
California
$522K – – –
PCG
2288
Prosperity Consulting Group
Maryland
$522K +$12K +62 +2%
GFPC
2289
Global Financial Private Client
Florida
$522K +$130K +674 +26%
S
2290
SimplyRich
California
$518K – – –
NAS
2291
Nicolet Advisory Services
Wisconsin
$517K +$144K +749 +33%
CWM
2292
C2C Wealth Management
Arizona
$516K -$420K -2,177 -43%
MSS
2293
Mitchell Sinkler & Starr
Pennsylvania
$516K -$24.1K -125 -4%
OBWP
2294
O'Brien Wealth Partners
Massachusetts
$516K -$3.67K -19 -0.6%
LWA
2295
Lineweaver Wealth Advisors
Ohio
$516K +$44.4K +230 +8%
KLWA
2296
Kelly Lawrence W & Associates
California
$516K +$598K +3,100 +3,100%
AFO
2297
Allie Family Office
Florida
$516K +$617K +3,200 New
SGCA
2298
Steel Grove Capital Advisors
Tennessee
$511K +$101K +526 +20%
GIM
2299
Groesbeck Investment Management
New Jersey
$510K – – –
SCA
2300
Sandy Cove Advisors
Massachusetts
$506K -$2.89K -15 -0.5%
90 91
92
93 94