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Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
2201
Flagship Wealth Advisors
Massachusetts
$724K +$121K +1,120 +17%
VW
2202
Vance Wealth
California
$722K -$107K -988 -11%
WFS
2203
WealthGarden F.S.
California
$722K -$15.6K -145 -2%
LAM
2204
LOM Asset Management
$722K – – –
MMEA
2205
Main Management ETF Advisors
California
$721K -$5.93K -55 -0.7%
MMCM
2206
Murphy & Mullick Capital Management
New York
$721K +$218K +2,018 +36%
EL
2207
EWA LLC
Pennsylvania
$720K +$3.45K +32 +0.4%
BWM
2208
Birchcreek Wealth Management
Ohio
$720K -$44.1K -409 -5%
MIM
2209
Morningstar Investment Management
Illinois
$720K -$13.3M -123,023 -94%
BWP
2210
Burling Wealth Partners
Illinois
$716K +$14.7K +136 +2%
BC
2211
BIT Capital
Germany
$716K +$134K +1,246 +19%
ATFA
2212
All Terrain Financial Advisors
Minnesota
$716K +$96.5K +895 +13%
EWM
2213
Elevation Wealth Management
Minnesota
$714K +$822K +7,620 New
SCA
2214
STALEY CAPITAL ADVISERS
Pennsylvania
$714K – – –
SWIM
2215
Smallwood Wealth Investment Management
New Jersey
$714K -$62.5K -580 -7%
PWP
2216
Ponta Wealth Partners
Florida
$713K +$820K +7,604 New
WHG
2217
Westwood Holdings Group
Texas
$713K +$35.8K +332 +5%
BWM
2218
BlackDiamond Wealth Management
New York
$712K +$101K +933 +12%
RS
2219
R Squared
Hong Kong
$711K -$1.12M -10,381 -58%
ALA
2220
Atlas Legacy Advisors
California
$708K -$47.4K -440 -5%
CSIC
2221
Clifford Swan Investment Counsel
California
$706K +$87.5K +812 +12%
AA
2222
Aire Advisors
California
$706K -$28K -260 -3%
NHC
2223
Nicholas Hoffman & Company
Georgia
$706K +$17.3K +160 +2%
BCM
2224
Bannerstone Capital Management
Minnesota
$705K +$811K +7,521 New
SVCP
2225
Silicon Valley Capital Partners
California
$705K +$86.2K +800 +12%
87 88
89
90 91