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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
4476
Jacksonville Wealth Management
Florida
$2.13M +$2.16M +5,060 New
GAA
4477
Global Assets Advisory
Florida
$2.12M -$379K -890 -15%
TF
4478
Tandem Financial
Colorado
$2.12M +$2.15M +5,037 New
SWIM
4479
Smallwood Wealth Investment Management
New Jersey
$2.12M -$16.6K -39 -0.8%
ECG
4480
EPIQ Capital Group
California
$2.12M +$4.26K +10 +0.2%
MAWCM
4481
Mine & Arao Wealth Creation & Management
California
$2.12M -$69K -162 -3%
ACP
4482
Albar Capital Partners
United Kingdom
$2.12M +$2.14M +5,021 New
CPM
4483
Connective Portfolio Management
New York
$2.12M +$2.13K +5 +0.1%
HGERS
4484
Householder Group Estate & Retirement Specialist
Arizona
$2.12M -$2.27M -5,334 -52%
OPPS
4485
Obsidian Personal Planning Solutions
Maryland
$2.11M -$92K -216 -4%
PFM
4486
Privium Fund Management
Netherlands
$2.11M -$2.13M -5,000 -50%
SL
4487
Sonnipe Ltd
Isle Of Man
$2.11M -$2.13M -5,000 -50%
ACM
4488
Advent Capital Management
New York
$2.11M – – –
OIM
4489
Opus Investment Management
Massachusetts
$2.11M – – –
BOA
4490
Birnam Oak Advisors
New York
$2.11M +$2.13M +5,000 New
IFO
4491
Intrepid Family Office
Florida
$2.11M +$2.13M +5,000 New
MFS
4492
Miller Financial Services
Michigan
$2.11M +$2.13M +4,997 New
WWA
4493
Wealth Watch Advisors
Colorado
$2.1M +$2.11M +4,957 New
NFTC
4494
North Forty Two & Co
Oregon
$2.1M +$2.12M +4,987 New
MCC
4495
Malaga Cove Capital
California
$2.1M -$3.83K -9 -0.2%
MWC
4496
MBM Wealth Consultants
Missouri
$2.1M +$20K +47 +0.9%
BAM
4497
Broyhill Asset Management
North Carolina
$2.09M +$2.12M +4,970 New
SP
4498
Sequent Planning
Nebraska
$2.09M -$31.9K -75 -1%
TPWM
4499
Twelve Points Wealth Management
Massachusetts
$2.09M -$208K -488 -9%
PCFFS
4500
Pacific Center for Financial Services
California
$2.09M -$87.3K -205 -4%
178 179
180
181 182