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Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
3326
Taurus Asset Management
New York
$313K – – –
RWM
3327
Reston Wealth Management
Virginia
$312K +$40.3K +900 +14%
DA
3328
Detalus Advisors
Missouri
$312K +$6.72K +150 +2%
CGFA
3329
Colton Groome Financial Advisors
North Carolina
$311K +$5.38K +120 +2%
PPW
3330
Pasadena Private Wealth
California
$311K – – –
MA
3331
MBA Advisors
Pennsylvania
$310K -$24.6K -550 -7%
1WM
3332
1900 Wealth Management
Texas
$309K +$318K +7,100 New
IWM
3333
Iams Wealth Management
Nebraska
$307K +$316K +7,050 New
SIAM
3334
Sterling Investment Advisors (Missouri)
Missouri
$306K – – –
WA
3335
WESPAC Advisors
California
$305K +$22.4K +500 +8%
HFW
3336
Horizon Family Wealth
Illinois
$305K – – –
SCA
3337
Sassicaia Capital Advisers
New York
$304K -$29.3M -654,300 -99%
OMC
3338
Oasis Management Company
Cayman Islands
$304K -$224K -5,000 -42%
VC
3339
Veery Capital
Delaware
$304K +$68.5K +1,530 +28%
CFM
3340
Comprehensive Financial Management
California
$304K +$314K +7,000 New
LA
3341
Lifeworks Advisors
Michigan
$304K -$343K -7,650 -52%
BDS
3342
Banco de Sabadell
Florida
$303K +$92.7K +2,070 +42%
JHP
3343
James Hambro & Partners
United Kingdom
$303K +$1.79K +40 +0.6%
MWP
3344
Meredith Wealth Planning
Illinois
$301K +$50.2K +1,120 +19%
WAOI
3345
Wealth Advisors of Iowa
Iowa
$300K -$112K -2,500 -27%
PSC
3346
Portman Square Capital
United Kingdom
$300K – – –
C
3347
CEDRUS
Colorado
$300K -$66.3K -1,480 -18%
WMS
3348
Wealth Management Solutions
Pennsylvania
$298K – – –
SDAM
3349
Shulman DeMeo Asset Management
New York
$298K – – –
NSG
3350
Nalls Sherbakoff Group
Tennessee
$298K -$22.4K -500 -7%
132 133
134
135 136