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Name Holding Trade Value Shares
Change 		Change in
Stake
CW
2551
Channel Wealth
California
$300K +$1.65K +20 +0.6%
MFA
2552
Morling Financial Advisors
California
$300K +$11.5K +140 +4%
BWG
2553
Balanced Wealth Group
Ohio
$300K – – –
PW
2554
PUREfi Wealth
Massachusetts
$299K +$277K +3,360 New
BAM
2555
Bellevue Asset Management
Washington
$299K – – –
VWM
2556
Vigilare Wealth Management
Arizona
$299K – – –
WFS
2557
Widmann Financial Services
Maryland
$299K – – –
MWA
2558
MN Wealth Advisors
Kansas
$298K -$15.6K -190 -5%
BCP
2559
Berkeley Capital Partners
Georgia
$298K -$9.05K -110 -3%
BCA
2560
Bay Colony Advisors
Massachusetts
$298K – – –
FC
2561
Farringdon Capital
United Kingdom
$298K +$275K +3,340 New
IIC
2562
Integrated Investment Consultants
Michigan
$298K -$22.2K -270 -7%
4A
2563
4Wealth Advisors
Illinois
$297K +$274K +3,330 New
YP
2564
YANKCOM Partnership
South Dakota
$297K +$274K +3,330 New
CWP
2565
Curated Wealth Partners
California
$296K -$41.2K -500 -13%
CCA
2566
Catalyst Capital Advisors
New York
$296K – – –
MWM
2567
Melfa Wealth Management
Massachusetts
$296K – – –
PFM
2568
Phillips Financial Management
Indiana
$295K +$6.58K +80 +2%
DBRC
2569
D.B. Root & Company
Pennsylvania
$295K +$10.7K +130 +4%
PFM
2570
Potomac Fund Management
Florida
$295K +$272K +3,310 New
CWMS
2571
Cannon Wealth Management Services
North Carolina
$295K +$1.65K +20 +0.7%
CM
2572
Capula Management
Cayman Islands
$294K -$49.1M -597,050 -99%
SWM
2573
Sculati Wealth Management
Michigan
$294K – – –
XF
2574
XML Financial
Maryland
$294K +$18.1K +220 +7%
CPA
2575
Cathy Pareto & Associates
Florida
$294K +$272K +3,300 New
101 102
103
104 105