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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2776
Worth Asset Management
Texas
$358K -$25.6K -237 -6%
PHWM
2777
Palatine Hill Wealth Management
Michigan
$358K +$412K +3,818 New
KFAS
2778
Keating Financial Advisory Services
Kansas
$357K +$410K +3,803 New
SF
2779
SWP Financial
California
$356K – – –
LI
2780
Lafayette Investments
Maryland
$355K +$111K +1,031 +37%
EWS
2781
Evergreen Wealth Solutions
Pennsylvania
$354K -$3.77K -35 -0.9%
SMWM
2782
Silvia McColl Wealth Management
California
$352K +$22.1K +205 +6%
GWA
2783
Geometric Wealth Advisors
District of Columbia
$352K -$4.31K -40 -1%
OPW
2784
Osprey Private Wealth
New York
$352K – – –
GSIS
2785
Global Strategic Investment Solutions
Arizona
$351K -$67.9K -630 -14%
BWM
2786
Biltmore Wealth Management
Arizona
$350K -$23.4K -217 -5%
MF
2787
Magnetar Financial
Illinois
$350K -$2.88M -26,759 -88%
FC
2788
Financial Consulate
Maryland
$349K +$233K +2,163 +139%
HFS
2789
Hopwood Financial Services
Virginia
$349K – – –
EWM
2790
Elevatus Welath Management
New York
$349K -$2.11M -19,563 -84%
CCAM
2791
Cascades Capital Asset Management
North Carolina
$348K +$11.3K +105 +3%
NFP
2792
Narus Financial Partners
Utah
$348K +$46.6K +432 +13%
RA
2793
Rise Advisors
New York
$348K -$7.44K -69 -2%
LFA
2794
Level Financial Advisors
New York
$348K – – –
NDBT
2795
North Dallas Bank & Trust
Texas
$348K +$400K +3,710 New
BPW
2796
BlueDoor Private Wealth
Massachusetts
$347K +$400K +3,706 New
WA
2797
Westfuller Advisors
New York
$347K -$2.16K -20 -0.5%
BWM
2798
BAM Wealth Management
Colorado
$347K +$15K +139 +4%
UW
2799
Unique Wealth
Florida
$346K -$3.13K -29 -0.8%
MFC
2800
Mechanics Financial Corp
Ohio
$346K +$398K +3,689 New
110 111
112
113 114