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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1451
Cyndeo Wealth Partners
Florida
$262K -$101K -1,083 -34%
NCM
1452
Novare Capital Management
North Carolina
$262K +$198K +2,125 New
YIA
1453
YHB Investment Advisors
Connecticut
$262K +$198K +2,123 New
CCWM
1454
Cassaday & Co Wealth Management
Virginia
$260K +$197K +2,112 New
WWM
1455
WT Wealth Management
Arizona
$260K +$197K +2,109 New
SCM
1456
SCS Capital Management
Massachusetts
$260K -$100K -1,073 -34%
MVA
1457
Mount Vernon Associates
Maryland
$259K +$196K +2,100 New
AGP
1458
Aspire Growth Partners
Florida
$259K -$92.7K -992 -32%
AC
1459
Allstate Corporation
Illinois
$258K -$3.47M -37,138 -95%
SMA
1460
Seven Mile Advisory
New Jersey
$256K +$194K +2,080 New
FCM
1461
Fortis Capital Management
Washington
$256K +$194K +2,076 New
WA
1462
Wealth Alliance
New York
$256K -$96.7K -1,035 -33%
OCM
1463
Orleans Capital Management
Louisiana
$256K +$194K +2,075 New
WH
1464
Willner & Heller
California
$256K +$194K +2,073 New
TPI
1465
Trust Point Inc
Wisconsin
$255K +$194K +2,072 New
OWA
1466
One Wealth Advisors
California
$255K -$67.1K -718 -26%
PCG
1467
Prosperity Consulting Group
Maryland
$255K +$193K +2,065 New
KIA
1468
KCM Investment Advisors
California
$254K +$192K +2,058 New
MTIM
1469
Marathon Trading Investment Management
Pennsylvania
$253K -$1.11M -11,837 -85%
SWM
1470
Silverlake Wealth Management
Vermont
$253K -$116K -1,246 -38%
HWA
1471
Heritage Wealth Advisors
Virginia
$252K – – –
EFS
1472
Essex Financial Services
Connecticut
$250K +$190K +2,030 New
AWM
1473
Apex Wealth Management
New Hampshire
$250K +$190K +2,029 New
VA
1474
VestGen Advisors
Illinois
$250K -$2.31M -24,749 -92%
EFMC
1475
Empire Financial Management Company
New York
$250K +$189K +2,025 New
57 58
59
60 61