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Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
3601
Warther Private Wealth
Ohio
$4.03M +$254K +1,234 +7%
FA
3602
FSA Advisors
Michigan
$4.03M +$101K +492 +3%
CPWM
3603
Cypress Point Wealth Management
Texas
$4.03M +$755K +3,671 +22%
AIA
3604
AIMZ Investment Advisors
California
$4.02M -$350K -1,700 -8%
OC
3605
Optimas Capital
Hong Kong
$4.02M +$4.13M +20,100 New
FC
3606
Financial Council
Maryland
$4.02M +$822 +4 +0%
CWM
3607
Cedar Wealth Management
California
$4.02M +$550K +2,677 +15%
PHS
3608
Pekin Hardy Strauss
Illinois
$4.02M -$649K -3,155 -14%
MAWAG
3609
Mid-American Wealth Advisory Group
Missouri
$4.02M +$3.52M +17,126 +583%
LAM
3610
Lifestyle Asset Management
Texas
$4.01M +$36K +175 +0.9%
RC
3611
Rexford Capital
Texas
$4.01M +$581K +2,826 +16%
TAM
3612
Todd Asset Management
Kentucky
$4M – – –
TIAM2
3613
Tru Independence Asset Management 2
Oregon
$4M +$565K +2,747 +16%
MWM
3614
McNaughton Wealth Management
California
$4M +$245K +1,191 +6%
NWM
3615
Nova Wealth Management
Florida
$3.99M -$65.4K -318 -2%
SIM
3616
SSI Investment Management
California
$3.99M – – –
PA
3617
PSI Advisors
Florida
$3.98M -$151K -735 -4%
PHWM
3618
Pine Harbor Wealth Management
Maryland
$3.97M -$218K -1,061 -5%
CWM
3619
Consultiva Wealth Management
Puerto Rico
$3.97M – – –
BWS
3620
Broadway Wealth Solutions
Texas
$3.97M +$917K +4,459 +29%
APW
3621
Aurora Private Wealth
New Jersey
$3.97M +$202K +983 +5%
OFA
3622
Oak Family Advisors
Illinois
$3.97M +$690K +3,357 +20%
BWM
3623
Braeburn Wealth Management
Michigan
$3.96M -$792K -3,852 -16%
WWM
3624
Walser Wealth Management
Florida
$3.96M +$284K +1,383 +8%
CFMC
3625
Curbstone Financial Management Corp
New Hampshire
$3.96M +$109K +530 +3%
143 144
145
146 147