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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
4051
Aries Wealth Management
Maine
$831K -$10.2M -33,849 -93%
BAG
4052
Briggs Advisory Group
Rhode Island
$831K – – –
WSWA
4053
Warren Street Wealth Advisors
California
$831K +$260K +864 +47%
OFG
4054
Omega Financial Group
California
$831K +$542K +1,801 +201%
SWA
4055
Sightline Wealth Advisors
Connecticut
$828K +$301 +1 +0%
FWA
4056
FSC Wealth Advisors
New York
$827K +$301 +1 +0%
NQWM
4057
Northwest Quadrant Wealth Management
Oregon
$827K +$25K +83 +3%
LSA
4058
Lion Street Advisors
Texas
$825K -$131K -434 -14%
WA
4059
Wealthstar Advisors
Texas
$820K -$134K -447 -14%
SPI
4060
Sutton Place Investors
New York
$819K +$231K +768 +35%
MWA
4061
Motive Wealth Advisors
Michigan
$819K +$253K +842 +46%
C1AG
4062
Client 1st Advisory Group
Florida
$818K +$319K +1,061 +67%
WF
4063
Warner Financial
Maryland
$817K +$59.3K +197 +11%
BWM
4064
Blossom Wealth Management
California
$816K +$54.5K +181 +7%
CRCM
4065
Corbett Road Capital Management
Virginia
$815K +$144K +478 +22%
OAJ
4066
Ogorek Anthony Joseph
New York
$815K +$401K +1,334 +102%
OFS
4067
Oldfather Financial Services
Nebraska
$814K +$51.4K +171 +6%
LAS
4068
Lloyd Advisory Services
Georgia
$812K +$259K +862 +49%
CFO
4069
Capitol Family Office
Oregon
$809K – – –
MWM
4070
MBE Wealth Management
Wisconsin
$806K +$141K +468 +22%
JTWM
4071
Jackson Thornton Wealth Management
Alabama
$803K +$784K +2,606 New
QTM
4072
qPULA Trading Management
New York
$802K -$287K -955 -27%
JA
4073
JVL Associates
Michigan
$801K +$215K +716 +38%
HAS
4074
Holland Advisory Services
Florida
$799K +$301 +1 +0%
CI
4075
CPR Investments
Michigan
$797K -$51.7K -172 -6%
161 162
163
164 165