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MU

Name Holding Trade Value Shares
Change 		Change in
Stake
QPW
2826
Quantum Private Wealth
Florida
$700K – – –
CWP
2827
Core Wealth Partners
California
$700K +$454K +606 New
CPL
2828
Capital & Planning LLC
Georgia
$698K -$12K -16 -3%
CWM
2829
CCG Wealth Management
California
$698K +$454K +605 New
NL
2830
Navalign LLC
California
$698K +$3.75K +5 +0.8%
BF
2831
Baring Financial
Washington
$697K -$280K -374 -38%
CM
2832
Capula Management
Cayman Islands
$696K -$15.9M -21,242 -97%
PFG
2833
Prospect Financial Group
Virginia
$696K -$45K -60 -9%
AR
2834
Altar Rock
New York
$696K -$2.25K -3 -0.5%
OAJ
2835
Ogorek Anthony Joseph
New York
$695K -$202K -270 -31%
WWM
2836
Wiser Wealth Management
Georgia
$694K +$451K +601 New
2WWM
2837
21 West Wealth Management
California
$693K -$11.2K -15 -2%
HCMG
2838
Howard Capital Management Group
California
$693K +$450K +600 New
KI
2839
Keystone Investors
Singapore
$693K +$450K +600 New
FAN
2840
Financial Advisors Network
California
$691K +$449K +599 New
JJBC
2841
James J. Burns & Company
New York
$690K +$448K +597 New
LPAM
2842
Lodestar Private Asset Management
California
$689K +$448K +597 New
MWM
2843
Manske Wealth Management
Texas
$689K +$448K +597 New
HKIM
2844
Hayek Kallen Investment Management
Alabama
$689K -$120K -160 -21%
CL
2845
CPWA LLC
Oregon
$687K +$85.5K +114 +24%
GRA
2846
Golden Road Advisors
Florida
$687K +$446K +595 New
SFWC
2847
Strategic Family Wealth Counselors
New Jersey
$686K -$6.75K -9 -1%
RFA
2848
Rollins Financial Advisors
New York
$685K +$445K +594 New
JFG
2849
Jefferies Financial Group
New York
$684K -$29.7M -39,656 -99%
WA
2850
WBH Advisory
Maryland
$684K – – –
112 113
114
115 116