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Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
1501
Castle Rock Wealth Management
California
$4.56M +$320K +9,630 +10%
YDMI
1502
Y.D. More Investments
Israel
$4.56M -$39.8K -1,200 -1%
PWSG
1503
Pacific Wealth Strategies Group
California
$4.56M -$949K -28,580 -21%
APP
1504
Avantax Planning Partners
Iowa
$4.54M -$177K -5,320 -5%
CF
1505
Copperwynd Financial
Arizona
$4.53M +$3.13M +94,270 +735%
OAM
1506
Oak Asset Management
California
$4.53M +$17.3K +520 +0.5%
BG
1507
Benedetti & Gucer
Georgia
$4.53M +$9.96K +300 +0.3%
HIP
1508
HUB Investment Partners
Texas
$4.52M -$162K -4,870 -4%
SMA
1509
Seven Mile Advisory
New Jersey
$4.5M +$3.54M +106,480 New
WWA
1510
WCG Wealth Advisors
Nevada
$4.47M -$291K -8,760 -8%
DCM
1511
Dudley Capital Management
Virginia
$4.47M +$57.4K +1,730 +2%
PWP
1512
Pursue Wealth Partners
California
$4.46M -$16.6K -500 -0.5%
BC
1513
Barrett & Company
Rhode Island
$4.45M -$367K -11,040 -9%
YCM
1514
Yost Capital Management
Texas
$4.44M +$3.49M +105,000 New
CHC
1515
City Holding Co
West Virginia
$4.44M +$36.5K +1,100 +1%
TWA
1516
Trellis Wealth Advisors
California
$4.44M +$4.32K +130 +0.1%
AI
1517
AXS Investments
New York
$4.44M +$247K +7,450 +8%
SFG
1518
Snider Financial Group
Washington
$4.44M +$3.48M +104,850 New
DWM
1519
Destination Wealth Management
California
$4.43M -$101K -3,030 -3%
WAAG
1520
Wealth Alliance Advisory Group
Kansas
$4.42M -$414K -12,470 -11%
MWM
1521
Modera Wealth Management
New Jersey
$4.42M +$2.3M +69,280 +197%
CC
1522
Cipher Capital
New York
$4.41M +$1.66M +49,920 +92%
DCM
1523
Deuterium Capital Management
Florida
$4.41M -$3.41M -102,760 -50%
NAM
1524
NTV Asset Management
West Virginia
$4.4M +$2.96M +89,050 +592%
QPW
1525
Quantum Private Wealth
Florida
$4.38M -$302K -9,100 -8%
59 60
61
62 63