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Name Holding Trade Value Shares
Change 		Change in
Stake
PW
2501
Potentia Wealth
California
$574K – – –
WWA
2502
Wisconsin Wealth Advisors
Wisconsin
$574K +$485K +4,290 New
CPA
2503
Clear Point Advisors
New York
$573K -$4.52K -40 -0.9%
FAT
2504
First American Trust
California
$571K +$79.1K +700 +20%
KAS
2505
KPP Advisory Services
Kentucky
$568K +$31.7K +280 +7%
CFD
2506
Creative Financial Designs
Indiana
$566K -$47.5K -420 -9%
4WM
2507
4J Wealth Management
Virginia
$566K -$1.13K -10 -0.2%
XF
2508
XML Financial
Maryland
$566K +$158K +1,400 +49%
KCP
2509
Kera Capital Partners
California
$565K -$20.4K -180 -4%
BW
2510
BIP Wealth
Georgia
$561K -$64.4K -570 -12%
WCP
2511
Wick Capital Partners
Pennsylvania
$561K +$163M +1,441,520 +39,602%
LCM
2512
LCM Capital Management
Illinois
$560K -$10.2K -90 -2%
EFH
2513
Eaton Financial Holdings
Florida
$560K +$473K +4,180 New
UWPG
2514
Ullmann Wealth Partners Group
Florida
$558K +$30.5K +270 +7%
SFG
2515
Seamount Financial Group
Colorado
$557K – – –
RFM
2516
Royal Fund Management
Florida
$557K +$119K +1,050 +34%
FM
2517
Family Management
New York
$556K +$30.5K +270 +7%
SPC
2518
Spirepoint Private Client
Florida
$552K +$1.13K +10 +0.2%
SAF
2519
Smith Anglin Financial
Texas
$551K +$4.52K +40 +1%
AF
2520
Atala Financial
California
$550K – – –
SIC
2521
Sigma Investment Counselors
Michigan
$550K +$80.3K +710 +21%
CFSG
2522
Clark Financial Services Group
Missouri
$549K +$10.2K +90 +2%
CWM
2523
Crowley Wealth Management
Delaware
$548K – – –
FC
2524
Financial Council
Maryland
$548K – – –
AWM
2525
Adams Wealth Management
Utah
$547K – – –
99 100
101
102 103