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Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
2326
44 Wealth Management
Oregon
$712K +$4.52K +40 +0.8%
MCM
2327
MV Capital Management
Maryland
$711K -$2.26K -20 -0.4%
CCAL
2328
City Center Advisors LLC
Michigan
$711K -$192K -1,700 -24%
KWS
2329
Keystone Wealth Services
California
$711K -$12.4K -110 -2%
PCA
2330
Purkiss Capital Advisors
Connecticut
$710K +$335K +2,960 +126%
LW
2331
Linscomb Wealth
Texas
$708K +$598K +5,290 New
BPW
2332
Bingham Private Wealth
California
$705K -$206K -1,820 -26%
A
2333
AlphaQuest
New York
$704K +$30.5K +270 +5%
BOM
2334
Bank of Marin
California
$704K +$595K +5,260 New
WA
2335
Whipplewood Advisors
Colorado
$703K +$11.3K +100 +2%
SFA
2336
Semmax Financial Advisors
North Carolina
$703K +$604K +5,340 +1,161%
BAM
2337
Brave Asset Management
New Jersey
$700K +$1.13K +10 +0.2%
PSA
2338
Plum Street Advisors
Louisiana
$699K -$24.9K -220 -4%
TDC
2339
Thompson Davis & Co
Virginia
$699K -$5.65K -50 -0.9%
FSA
2340
Franklin Street Advisors
North Carolina
$698K +$589K +5,210 New
RPC
2341
Rossmore Private Capital
Connecticut
$697K +$157K +1,390 +36%
SWM
2342
Seed Wealth Management
Illinois
$696K – – –
LWM
2343
Liberty Wealth Management
California
$696K +$35.1K +310 +6%
IWN
2344
Independent Wealth Network
Iowa
$695K -$4.52K -40 -0.8%
OFW
2345
Omnia Family Wealth
Florida
$694K +$76.9K +680 +15%
BIA
2346
Biondo Investment Advisors
Pennsylvania
$692K – – –
FA
2347
Fountainhead AM
New Jersey
$692K +$23.7K +210 +4%
LF
2348
LifeSteps Financial
California
$692K +$215K +1,900 +58%
CP
2349
Clarendon Private
Massachusetts
$691K -$147K -1,300 -20%
CWP
2350
Core Wealth Partners
California
$691K +$59.9K +530 +11%
92 93
94
95 96