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Name Holding Trade Value Shares
Change 		Change in
Stake
DE
2401
DV Equities
Illinois
$557K +$640K +5,939 New
AWM
2402
Activest Wealth Management
Florida
$555K +$67.9K +630 +12%
QF
2403
QVT Financial
New York
$555K +$188K +1,740 +42%
WH
2404
Willner & Heller
California
$555K +$314K +2,915 +97%
AF
2405
Atala Financial
California
$554K +$194K +1,800 +44%
CWIG
2406
Chung Wu Investment Group
Texas
$553K -$156K -1,450 -20%
WFPG
2407
Waller Financial Planning Group
Ohio
$551K +$6.58K +61 +1%
HWM
2408
Hohimer Wealth Management
Washington
$550K -$17.7K -164 -3%
BHPW
2409
Beverly Hills Private Wealth
California
$550K -$3.77K -35 -0.6%
MW
2410
Maia Wealth
Colorado
$550K +$30K +278 +4%
SW
2411
SkyOak Wealth
Michigan
$550K +$247K +2,291 +64%
BCG
2412
Breakwater Capital Group
New Jersey
$549K – – –
WSWA
2413
Warren Street Wealth Advisors
California
$549K -$286K -2,651 -31%
GCIG
2414
Grand Central Investment Group
Florida
$548K +$631K +5,850 New
CWA
2415
Consilium Wealth Advisory
Texas
$548K +$32.1K +298 +5%
IAG
2416
Investmark Advisory Group
Connecticut
$547K – – –
ALAM
2417
Asahi Life Asset Management
Japan
$546K -$529K -4,904 -46%
PCM
2418
Park Capital Management
Wisconsin
$546K -$8.63K -80 -1%
CPW
2419
Cogent Private Wealth
Florida
$545K +$627K +5,817 New
TAM
2420
Titleist Asset Management
Texas
$545K -$93.4K -866 -13%
HDA
2421
Harold Davidson & Associates
California
$545K +$43.4K +403 +7%
ACM
2422
Academy Capital Management
Texas
$544K – – –
IA
2423
IFG Advisors
Missouri
$543K +$7.01K +65 +1%
MWA
2424
Motive Wealth Advisors
Michigan
$543K -$53.5K -496 -8%
SCA
2425
Sulzberger Capital Advisors
Florida
$543K +$104K +961 +20%
95 96
97
98 99