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Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1926
Kathmere Capital Management
Pennsylvania
$796K +$195K +2,050 +32%
AI
1927
Accredited Investors
Minnesota
$796K -$5.71K -60 -0.7%
PHIC
1928
Pine Haven Investment Counsel
Massachusetts
$795K -$23.8K -250 -3%
HP
1929
Haven Private
Florida
$794K +$27.6K +290 +4%
CW
1930
Curio Wealth
Maryland
$793K -$179K -1,880 -99%
MWM
1931
Maridea Wealth Management
New York
$793K +$525K +5,520 +185%
FZCM
1932
Flynn Zito Capital Management
New York
$793K -$63.7K -670 -7%
BFG
1933
Beacon Financial Group
Texas
$790K +$951 +10 +0.1%
SWM
1934
Sendero Wealth Management
Texas
$784K +$800K +8,410 New
SFS
1935
Symphony Financial Services
Ohio
$781K -$157K -1,650 -16%
SB
1936
SIG Brokerage
New York
$773K -$78K -820 -9%
WSWA
1937
Warren Street Wealth Advisors
California
$771K +$48.5K +510 +7%
SPWM
1938
Spartan Planning & Wealth Management
North Carolina
$770K +$97K +1,020 +14%
AIM
1939
Arcadia Investment Management
Michigan
$768K – – –
RWA
1940
Redhawk Wealth Advisors
Minnesota
$767K +$6.66K +70 +0.9%
CWS
1941
Cypress Wealth Services
California
$767K -$4.75K -50 -0.6%
TFIPS
1942
Towarzystwo Funduszy Inwestycyjnych PZU SA
$766K +$47.6K +500 +6%
VWM
1943
Valley Wealth Managers
New Jersey
$765K +$78.9K +830 +11%
ASG
1944
Ariston Services Group
California
$764K – – –
LWM
1945
LJI Wealth Management
Indiana
$763K -$4.75K -50 -0.6%
DE
1946
Diversified Enterprises
Delaware
$761K +$448K +4,710 +137%
RMC
1947
Resources Management Corp
Connecticut
$758K -$14.3K -150 -2%
NRC
1948
New Republic Capital
North Carolina
$757K -$7.61K -80 -1%
PWM
1949
Purus Wealth Management
California
$757K +$70.4K +740 +10%
TPWA
1950
TRUE Private Wealth Advisors
Oregon
$756K -$951 -10 -0.1%
76 77
78
79 80