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Name Holding Trade Value Shares
Change 		Change in
Stake
FDW
1601
Fourth Dimension Wealth
Ohio
$292K +$128 +1 +0.1%
CFS
1602
CRA Financial Services
New Jersey
$291K -$15.9K -124 -7%
WA
1603
Wealth Alliance
New York
$291K -$43.2K -338 -16%
BFG
1604
Beacon Financial Group
Texas
$289K +$221K +1,727 New
SRC
1605
Shufro Rose & Co
New York
$287K – – –
TIA
1606
Tiemann Investment Advisors
California
$287K – – –
BA
1607
Bridgewater Associates
Connecticut
$284K +$217K +1,696 New
LA
1608
LVW Advisors
New York
$284K +$217K +1,696 New
LWM
1609
Lodestone Wealth Management
Washington
$283K +$6.78K +53 +3%
SAM
1610
Strategy Asset Managers
California
$283K +$216K +1,692 New
MT
1611
Midwest Trust
Kansas
$282K -$67.6K -528 -24%
FOA
1612
Five Oceans Advisors
California
$281K -$6.65K -52 -3%
EWS
1613
Eagle Wealth Strategies
New Jersey
$280K +$1.66K +13 +0.8%
HTC
1614
Haverford Trust Company
Pennsylvania
$280K -$87.8K -686 -29%
DBRC
1615
D.B. Root & Company
Pennsylvania
$280K -$200K -1,565 -48%
TWP
1616
Triad Wealth Partners
Kansas
$278K +$213K +1,664 New
FCG
1617
Fielder Capital Group
Tennessee
$278K +$213K +1,663 New
1WM
1618
1900 Wealth Management
Texas
$278K +$256 +2 +0.1%
GWM
1619
Greenwich Wealth Management
Connecticut
$277K +$212K +1,658 New
OL
1620
one8zero8 LLC
North Carolina
$276K – – –
MQWP
1621
Morey & Quinn Wealth Partners
Nebraska
$276K +$211K +1,650 New
WWM
1622
WT Wealth Management
Arizona
$276K -$58.9K -460 -22%
GSCM
1623
Greenfield Seitz Capital Management
Texas
$276K – – –
CP
1624
Castleview Partners
Texas
$275K +$210K +1,645 New
BWM
1625
Baron Wealth Management
Michigan
$274K -$43.5K -340 -17%
63 64
65
66 67