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Name Holding Trade Value Shares
Change 		Change in
Stake
WDG
2151
Wealth Dimensions Group
Ohio
$898K -$3.39K -30 -0.4%
PFW
2152
Petros Family Wealth
Minnesota
$897K -$65.6K -580 -8%
GAMC
2153
Garner Asset Management Corp
Texas
$896K -$33.9K -300 -4%
OA
2154
Oxbow Advisors
Texas
$896K -$2.26K -20 -0.3%
BMD
2155
Better Money Decisions
New Mexico
$896K – – –
WSFG
2156
Wall Street Financial Group
Illinois
$895K +$500K +4,420 +196%
GPFA
2157
Game Plan Financial Advisors
Ohio
$895K +$188K +1,660 +33%
QL
2158
Quarry LP
New York
$895K +$407K +3,600 +117%
NCM
2159
Narwhal Capital Management
Georgia
$893K +$754K +6,670 New
AA
2160
Acorns Advisers
California
$889K +$47.5K +420 +7%
ACM
2161
Avalon Capital Management
California
$888K – – –
SVCP
2162
Silicon Valley Capital Partners
California
$888K – – –
FWA
2163
Flagship Wealth Advisors
Massachusetts
$884K – – –
GCA
2164
Gradient Capital Advisors
California
$882K +$2.26K +20 +0.3%
TCM
2165
Tufton Capital Management
Maryland
$882K -$61.1K -540 -8%
BWS
2166
Buck Wealth Strategies
Colorado
$878K +$35.1K +310 +5%
CWP
2167
Curated Wealth Partners
California
$874K +$167K +1,480 +29%
FA
2168
FDx Advisors
Illinois
$874K -$76.9K -680 -9%
WC
2169
Weil Company
California
$871K +$2.26K +20 +0.3%
MP
2170
Moment Partners
California
$870K -$79.1K -700 -10%
NB
2171
Nicolet Bankshares
Wisconsin
$870K +$124K +1,100 +20%
MA
2172
Maxele Advisors
Missouri
$870K +$194K +1,720 +36%
HW
2173
HORAN Wealth
Ohio
$870K +$735K +6,500 New
MCA
2174
Magnolia Capital Advisors
Mississippi
$869K -$28.3K -250 -4%
ABWM
2175
Alpine Bank Wealth Management
Colorado
$869K +$193K +1,710 +36%
85 86
87
88 89