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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
4726
Mosaic Advisors
Texas
$986K – – –
AFO
4727
Allie Family Office
Florida
$985K +$139K +325 +17%
T
4728
TNF
Montana
$983K +$427 +1 +0%
AWM
4729
Allen Wealth Management
North Carolina
$983K +$12.8K +30 +1%
WFL
4730
Wealth Forward LLC
North Dakota
$973K +$17.1K +40 +2%
ECU
4731
Eisler Capital (UK)
United Kingdom
$969K +$963K +2,253 New
WFP
4732
Wrenne Financial Planning
Kentucky
$969K – – –
AL
4733
Arnhold LLC
New York
$968K – – –
TCM
4734
Tang Capital Management
California
$968K +$614K +1,436 +176%
BMC
4735
Bear Mountain Capital
Washington
$968K – – –
CWM
4736
Chicago Wealth Management
Illinois
$967K -$10.3K -24 -1%
AWA
4737
Arbor Wealth Advisors
Michigan
$964K – – –
ODA
4738
One Degree Advisors
California
$962K – – –
MWA
4739
Merkkuri Wealth Advisors
New York
$961K +$115K +270 +14%
CCA
4740
Conservest Capital Advisors
Pennsylvania
$959K – – –
FIC
4741
Family Investment Center
Missouri
$957K +$176K +412 +23%
AFS
4742
Annapolis Financial Services
Maryland
$957K +$11.5K +27 +1%
OCFG
4743
O'Connor Financial Group
Illinois
$954K -$3.42K -8 -0.4%
XWM
4744
Xcel Wealth Management
Florida
$953K +$149K +348 +19%
HIA
4745
HTG Investment Advisors
Connecticut
$951K -$1.71K -4 -0.2%
HCM
4746
Horrell Capital Management
Arkansas
$951K – – –
SW
4747
Signify Wealth
Missouri
$951K -$41.9K -98 -4%
GOCP
4748
Great Oak Capital Partners
Massachusetts
$949K +$1.28K +3 +0.1%
RWM
4749
Raffa Wealth Management
District of Columbia
$948K -$415K -970 -31%
GWM
4750
GoalFusion Wealth Management
Texas
$948K +$38.5K +90 +4%
188 189
190
191 192