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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
5776
Chicago Wealth Management
Illinois
$671K -$204K -407 -23%
GWA
5777
Genesis Wealth Advisors
Massachusetts
$671K – – –
Q1WB
5778
Quest 10 Wealth Builders
Virginia
$671K -$26.6K -53 -4%
PFS
5779
Professional Financial Solutions
Virginia
$670K +$695K +1,386 New
BFP
5780
Briaud Financial Planning
Texas
$670K -$6.51K -13 -0.9%
SIM
5781
Sims Investment Management
Ohio
$669K -$78.2K -156 -10%
SWM
5782
Sherman Wealth Management
Maryland
$669K +$694K +1,384 New
OWA
5783
OakTrust Wealth Advisors
Connecticut
$669K +$693K +1,383 New
CC
5784
Capstone Capital
Nevada
$666K -$319K -636 -32%
AWMI
5785
Aegis Wealth Management (Iowa)
Iowa
$665K +$689K +1,375 New
EA
5786
Ergawealth Advisors
Illinois
$665K +$452K +901 +190%
DWM
5787
Denver Wealth Management
Colorado
$664K +$11K +22 +2%
OKSA
5788
O'Keefe Stevens Advisory
New York
$663K – – –
BHWM
5789
Bay Harbor Wealth Management
Maryland
$663K +$72.2K +144 +12%
OAP
5790
One Advisory Partners
Kansas
$657K +$40.6K +81 +6%
FAM
5791
Fenimore Asset Management
New York
$657K – – –
CFG
5792
Capital Financial Group
Colorado
$656K +$680K +1,356 New
LWA
5793
Ledgewood Wealth Advisors
New Hampshire
$652K – – –
LWMI
5794
Legacy Wealth Management (Idaho)
Idaho
$652K +$142K +284 +27%
5W
5795
5T Wealth
California
$651K +$10K +20 +2%
IDBONY
5796
Israel Discount Bank of New York
New York
$651K -$93.2K -186 -12%
FIA
5797
FPC Investment Advisory
California
$647K – – –
TWD
5798
True Wealth Design
Ohio
$647K -$81.7K -163 -11%
MS
5799
Monetary Solutions
Ohio
$647K +$671K +1,338 New
CC
5800
Climber Capital
Switzerland
$647K +$671K +1,339 New
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