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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2401
Prentice Wealth Management
New York
$560K +$15K +139 +2%
ACG
2402
Allen Capital Group
Nebraska
$558K +$5.28K +49 +0.8%
WA
2403
WPG Advisers
Maryland
$557K -$27.1K -251 -4%
DE
2404
DV Equities
Illinois
$557K +$640K +5,939 New
AWM
2405
Activest Wealth Management
Florida
$555K +$67.9K +630 +12%
QF
2406
QVT Financial
New York
$555K +$188K +1,740 +42%
WH
2407
Willner & Heller
California
$555K +$314K +2,915 +97%
AF
2408
Atala Financial
California
$554K +$194K +1,800 +44%
CWIG
2409
Chung Wu Investment Group
Texas
$553K -$156K -1,450 -20%
WFPG
2410
Waller Financial Planning Group
Ohio
$551K +$6.58K +61 +1%
HWM
2411
Hohimer Wealth Management
Washington
$550K -$17.7K -164 -3%
BHPW
2412
Beverly Hills Private Wealth
California
$550K -$3.77K -35 -0.6%
MW
2413
Maia Wealth
Colorado
$550K +$30K +278 +4%
SW
2414
SkyOak Wealth
Michigan
$550K +$247K +2,291 +64%
BCG
2415
Breakwater Capital Group
New Jersey
$549K – – –
WSWA
2416
Warren Street Wealth Advisors
California
$549K -$286K -2,651 -31%
GCIG
2417
Grand Central Investment Group
Florida
$548K +$631K +5,850 New
CWA
2418
Consilium Wealth Advisory
Texas
$548K +$32.1K +298 +5%
IAG
2419
Investmark Advisory Group
Connecticut
$547K – – –
ALAM
2420
Asahi Life Asset Management
Japan
$546K -$529K -4,904 -46%
PCM
2421
Park Capital Management
Wisconsin
$546K -$8.63K -80 -1%
CPW
2422
Cogent Private Wealth
Florida
$545K +$627K +5,817 New
TAM
2423
Titleist Asset Management
Texas
$545K -$93.4K -866 -13%
HDA
2424
Harold Davidson & Associates
California
$545K +$43.4K +403 +7%
ACM
2425
Academy Capital Management
Texas
$544K – – –
95 96
97
98 99