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Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
1751
Papamarkou Wellner Asset Management
New York
$1.5M +$24.4K +200 +2%
VWA
1752
Visionary Wealth Advisors
Illinois
$1.5M +$25.6K +210 +2%
AIM
1753
Alhambra Investment Management
Florida
$1.5M +$86.7K +710 +6%
KCM
1754
Kathmere Capital Management
Pennsylvania
$1.5M +$311K +2,550 +26%
HWA
1755
HHM Wealth Advisors
Tennessee
$1.49M -$59.8K -490 -4%
MCC
1756
Malaga Cove Capital
California
$1.49M – – –
LWA
1757
Lineweaver Wealth Advisors
Ohio
$1.49M -$85.4K -700 -5%
DA
1758
Drake & Associates
Wisconsin
$1.48M +$383K +3,140 +30%
ABTD
1759
Arvest Bank Trust Division
Oklahoma
$1.48M +$64.7K +530 +4%
FFA
1760
Founders Financial Alliance
North Carolina
$1.48M +$166K +1,360 +12%
NWWA
1761
New Wave Wealth Advisors
Arkansas
$1.46M +$139K +1,140 +10%
FGA
1762
Fortis Group Advisors
New Jersey
$1.46M -$58.6K -480 -4%
TFGT
1763
TS Financial Group (TSFG)
Illinois
$1.46M +$68.4K +560 +5%
TCBWMS
1764
Texas Capital Bank Wealth Management Services
Texas
$1.45M +$369K +3,020 +33%
BFC
1765
Blue Fin Capital
Rhode Island
$1.45M -$91.5K -750 -6%
RWM
1766
Riverbend Wealth Management
South Carolina
$1.44M -$17.1K -140 -1%
DA
1767
Dover Advisors
Virginia
$1.44M -$57.4K -470 -4%
QP
1768
Quartz Partners
New York
$1.44M +$52.5K +430 +4%
ECM
1769
ExodusPoint Capital Management
New York
$1.44M -$11.4M -93,130 -89%
OF
1770
Optimize Financial
California
$1.44M -$248K -2,030 -14%
PI
1771
Parkside Investments
Illinois
$1.44M +$244K +2,000 +20%
CAC
1772
Certified Advisory Corp
Florida
$1.44M +$30.5K +250 +2%
EA
1773
Ellsworth Advisors
Ohio
$1.44M +$68.4K +560 +5%
OWMIAS
1774
One Wealth Management Investment & Advisory Services
Florida
$1.44M +$694K +5,690 +90%
PL
1775
Plancorp LLC
Missouri
$1.44M -$97.6K -800 -6%
69 70
71
72 73