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Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
3676
Total Clarity Wealth Management
Illinois
$3.95M -$76.6K -183 -2%
CWM
3677
Centurion Wealth Management
Virginia
$3.94M -$2.29M -5,481 -34%
BDF
3678
Black Diamond Financial
Maryland
$3.94M +$137K +328 +3%
GRWP
3679
Green Ridge Wealth Planning
New Jersey
$3.93M +$105K +252 +2%
DF
3680
Dunhill Financial
United Kingdom
$3.93M +$47.7K +114 +1%
SL
3681
StoryOne LLC
Kansas
$3.93M – – –
MWVC
3682
Morgens Waterfall Vintiadis & Co
New York
$3.92M – – –
IFA
3683
Index Fund Advisors
California
$3.92M +$630K +1,505 +17%
CL
3684
CLG LLC
California
$3.92M +$2.09K +5 +0%
FSAG
3685
Financial Solutions Advisory Group
Illinois
$3.91M +$4.43M +10,576 New
PWP
3686
Precedent Wealth Partners
Texas
$3.91M +$88.7K +212 +2%
DS
3687
Dudley & Shanley
Florida
$3.91M – – –
M
3688
MATAURO
New York
$3.91M +$347K +830 +9%
GIPW
3689
Granite Islands Private Wealth
Connecticut
$3.9M +$418K +998 +10%
LSA
3690
Lansing Street Advisors
Pennsylvania
$3.9M +$578K +1,381 +15%
KFS
3691
Keynote Financial Services
Connecticut
$3.89M +$192K +459 +5%
NWA
3692
New World Advisors
Massachusetts
$3.89M -$1.37M -3,279 -24%
RCG
3693
Ridge Creek Global
Ohio
$3.89M -$58.6K -140 -1%
JJBC
3694
James J. Burns & Company
New York
$3.89M -$2.33M -5,571 -35%
WG
3695
Wealth Group
North Carolina
$3.89M +$147K +351 +3%
ACM
3696
Alessandra Capital Management
California
$3.89M +$853K +2,038 +24%
BCMLT
3697
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.88M +$93.3K +223 +2%
BCM
3698
Boreal Capital Management
Florida
$3.88M +$1.09M +2,614 +33%
AWM
3699
Ariadne Wealth Management
California
$3.88M +$662K +1,582 +18%
GAFA
3700
Garton & Associates Financial Advisors
Kentucky
$3.88M +$410K +980 +10%
146 147
148
149 150