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Name Holding Trade Value Shares
Change 		Change in
Stake
PFW
2151
Petros Family Wealth
Minnesota
$897K -$65.6K -580 -8%
GAMC
2152
Garner Asset Management Corp
Texas
$896K -$33.9K -300 -4%
OA
2153
Oxbow Advisors
Texas
$896K -$2.26K -20 -0.3%
BMD
2154
Better Money Decisions
New Mexico
$896K – – –
WSFG
2155
Wall Street Financial Group
Illinois
$895K +$500K +4,420 +196%
GPFA
2156
Game Plan Financial Advisors
Ohio
$895K +$188K +1,660 +33%
QL
2157
Quarry LP
New York
$895K +$407K +3,600 +117%
NCM
2158
Narwhal Capital Management
Georgia
$893K +$754K +6,670 New
AA
2159
Acorns Advisers
California
$889K +$47.5K +420 +7%
ACM
2160
Avalon Capital Management
California
$888K – – –
SVCP
2161
Silicon Valley Capital Partners
California
$888K – – –
FWA
2162
Flagship Wealth Advisors
Massachusetts
$884K – – –
GCA
2163
Gradient Capital Advisors
California
$882K +$2.26K +20 +0.3%
TCM
2164
Tufton Capital Management
Maryland
$882K -$61.1K -540 -8%
BWS
2165
Buck Wealth Strategies
Colorado
$878K +$35.1K +310 +5%
CWP
2166
Curated Wealth Partners
California
$874K +$167K +1,480 +29%
FA
2167
FDx Advisors
Illinois
$874K -$76.9K -680 -9%
WC
2168
Weil Company
California
$871K +$2.26K +20 +0.3%
MP
2169
Moment Partners
California
$870K -$79.1K -700 -10%
NB
2170
Nicolet Bankshares
Wisconsin
$870K +$124K +1,100 +20%
MA
2171
Maxele Advisors
Missouri
$870K +$194K +1,720 +36%
HW
2172
HORAN Wealth
Ohio
$870K +$735K +6,500 New
MCA
2173
Magnolia Capital Advisors
Mississippi
$869K -$28.3K -250 -4%
ABWM
2174
Alpine Bank Wealth Management
Colorado
$869K +$193K +1,710 +36%
WF
2175
Wayfinding Financial
Washington
$868K -$38.4K -340 -4%
85 86
87
88 89