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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
3451
Clarus Wealth Advisors
Arizona
$938K -$338K -1,572 -27%
WJA
3452
Willis Johnson & Associates
Texas
$938K +$907K +4,219 New
HFP
3453
Holistic Financial Partners
Indiana
$937K +$13.8K +64 +2%
AWMG
3454
Alliance Wealth Management Group
New Jersey
$937K +$37.8K +176 +4%
DWM
3455
Dorchester Wealth Management
Quebec, Canada
$936K -$546K -2,540 -38%
MPCG
3456
Matrix Private Capital Group
New York
$936K +$195K +906 +27%
MSU
3457
Mizuho Securities USA
New York
$925K +$894K +4,158 New
DC
3458
Diametric Capital
Massachusetts
$922K +$891K +4,144 New
FPWM
3459
FSB Premier Wealth Management
Iowa
$920K +$890K +4,139 New
SIAG
3460
Safeguard Investment Advisory Group
California
$919K +$889K +4,134 New
BWA
3461
Beam Wealth Advisors
Louisiana
$913K -$24.1K -112 -3%
SDAM
3462
Shulman DeMeo Asset Management
New York
$912K +$98.1K +456 +13%
KBFS
3463
Kohmann Bosshard Financial Services
Ohio
$907K +$143K +667 +20%
RI
3464
Ridgewood Investments
New Jersey
$905K – – –
AWM
3465
Accel Wealth Management
Iowa
$905K +$875K +4,068 New
HWM
3466
Howard Wealth Management
Connecticut
$904K -$79.8K -371 -8%
TC
3467
Tacita Capital
Ontario, Canada
$903K +$873K +4,061 New
MAWCM
3468
Mine & Arao Wealth Creation & Management
California
$901K +$47.5K +221 +6%
DACS
3469
Dymon Asia Capital (Singapore)
Singapore
$901K +$871K +4,049 New
NVIM
3470
New Vernon Investment Management
Illinois
$899K – – –
FA
3471
Fortis Advisors
Pennsylvania
$899K +$23.7K +110 +3%
AA
3472
ACT Advisors
North Carolina
$899K +$870K +4,044 New
MWP
3473
Meridian Wealth Partners
Pennsylvania
$897K +$6.67K +31 +0.8%
SG
3474
Swarthmore Group
Pennsylvania
$895K -$10.1M -47,197 -92%
TFCP
3475
Twin Focus Capital Partners
Massachusetts
$893K -$185K -859 -18%
137 138
139
140 141