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Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
3501
Gables Capital Management
Florida
$4.31M +$57.9K +142 +1%
FWP
3502
Falcon Wealth Planning
California
$4.3M +$280K +687 +6%
VWMG
3503
Virginia Wealth Management Group
Virginia
$4.3M -$656K -1,610 -12%
CWC
3504
Carolinas Wealth Consulting
North Carolina
$4.29M -$1.15M -2,821 -20%
AWA
3505
AGH Wealth Advisors
Kansas
$4.28M -$166K -406 -3%
BWA
3506
Burt Wealth Advisors
Maryland
$4.28M -$48.1K -118 -1%
BIA
3507
Bigelow Investment Advisors
Maine
$4.27M +$6.93K +17 +0.1%
PWM
3508
Proathlete Wealth Management
Florida
$4.27M -$11.8K -29 -0.3%
FWM
3509
Focused Wealth Management
New York
$4.27M +$476K +1,168 +11%
AWA
3510
Amplius Wealth Advisors
Pennsylvania
$4.27M -$244K -598 -5%
SCA
3511
Sulzberger Capital Advisors
Florida
$4.26M -$729K -1,788 -14%
M
3512
MATAURO
New York
$4.26M +$1.4M +3,443 +44%
W
3513
Wealthquest
Ohio
$4.25M -$154K -377 -3%
RA
3514
Rockingstone Advisors
Massachusetts
$4.25M +$34.7K +85 +0.8%
IAG
3515
Investment Advisory Group
Massachusetts
$4.24M -$678K -1,664 -13%
CWM
3516
Castle Wealth Management
Florida
$4.24M +$184K +452 +4%
SSW
3517
Smith Shellnut Wilson
Mississippi
$4.24M +$4.08K +10 +0.1%
MIA
3518
MeadowBrook Investment Advisors
Michigan
$4.23M -$10.2K -25 -0.2%
SIC
3519
Samalin Investment Counsel
New York
$4.23M +$201K +493 +5%
MWA
3520
Monograph Wealth Advisors
California
$4.23M -$3.38M -8,298 -42%
GWM
3521
Gitterman Wealth Management
New Jersey
$4.22M +$11K +27 +0.2%
TWM
3522
TCFG Wealth Management
California
$4.22M +$52.6K +129 +1%
CAM
3523
Cacti Asset Management
Georgia
$4.22M – – –
NG
3524
Northstar Group
New York
$4.22M -$112K -275 -2%
BFA
3525
Beacon Financial Advisory
Ohio
$4.21M +$554K +1,359 +14%
139 140
141
142 143