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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2876
Ducere Wealth Management
California
$665K +$432K +576 New
BWM
2877
Brown Wealth Management
Illinois
$665K +$432K +576 New
WSWA
2878
Warren Street Wealth Advisors
California
$665K +$432K +576 New
RTC
2879
Real Talk Capital
Tennessee
$664K -$274K -365 -39%
RIS
2880
Richmond Investment Services
Wisconsin
$661K -$520K -694 -55%
MWA
2881
Madson Wealth Advisors
California
$660K -$75K -100 -15%
TWP
2882
Tyche Wealth Partners
Texas
$660K +$429K +572 New
UCM
2883
Up Capital Management
California
$660K +$429K +572 New
SF
2884
Slagle Financial
Illinois
$658K +$427K +570 New
VCS
2885
Vaughan & Co Securities
New Jersey
$657K +$427K +569 New
AIFAIM
2886
American Institute for Advanced Investment Management
Arizona
$656K +$426K +568 New
CSI
2887
Cross Staff Investments
New York
$654K +$425K +567 New
MWM
2888
Momentous Wealth Management
Washington
$653K +$424K +566 New
GAM
2889
Grandview Asset Management
Pennsylvania
$652K +$424K +565 New
FWM
2890
Focused Wealth Management
New York
$652K +$187K +249 +79%
FWTB
2891
First Western Trust Bank
Colorado
$652K -$194K -259 -31%
MWM
2892
Maripau Wealth Management
Indiana
$652K -$54K -72 -11%
TCM
2893
Traub Capital Management
Massachusetts
$651K -$69K -92 -14%
GBWM
2894
Granite Bay Wealth Management
New Hampshire
$650K +$423K +564 New
CA
2895
Claris Advisors
Missouri
$650K -$115K -153 -21%
NFG
2896
Nadler Financial Group
Illinois
$649K -$118K -158 -22%
ISFAN
2897
Investor's Fiduciary Advisor Network
Washington
$645K +$419K +559 New
GCM
2898
Greenland Capital Management
New York
$644K -$2.86M -3,815 -87%
SFG
2899
Strive Financial Group
Indiana
$644K +$319K +425 +320%
NIA
2900
NBZ Investment Advisors
Tennessee
$644K +$418K +558 New
114 115
116
117 118