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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2251
MBE Wealth Management
Wisconsin
$748K +$825 +30 +0.1%
PGWM
2252
Pitti Group Wealth Management
New York
$745K +$697K +25,320 New
CFM
2253
Capricorn Fund Managers
United Kingdom
$742K +$695K +25,240 New
SWM
2254
Salvus Wealth Management
New Jersey
$740K – – –
SWM
2255
Selective Wealth Management
Virginia
$740K +$223K +8,100 +47%
AWA
2256
Amplius Wealth Advisors
Pennsylvania
$740K +$693K +25,190 New
BFIM
2257
Beese Fulmer Investment Management
Ohio
$739K -$88.1K -3,200 -11%
KL
2258
KWMG LLC
Kansas
$737K -$25.3K -920 -4%
SIAP
2259
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$737K – – –
COF
2260
Capital One Financial
Virginia
$737K +$2.75K +100 +0.4%
EBA
2261
Eagle Bay Advisors
New York
$737K +$85.3K +3,100 +14%
FWM
2262
Focused Wealth Management
New York
$736K +$50.1K +1,820 +8%
BA
2263
BCM Advisors
Louisiana
$735K – – –
ACM
2264
Alethea Capital Management
Washington
$735K +$688K +25,000 New
UAM
2265
UAS Asset Management
New York
$735K +$688K +25,000 New
JE
2266
JMAC Enterprises
Pennsylvania
$735K +$814K +29,600 New
AA
2267
AF Advisors
California
$733K – – –
PWM
2268
Prentice Wealth Management
New York
$729K -$4.95K -180 -0.7%
LA
2269
Lakeside Advisors
Washington
$729K +$682K +24,800 New
TWM
2270
Thrive Wealth Management
Pennsylvania
$728K +$681K +24,760 New
WI
2271
Wintrust Investments
Illinois
$726K +$680K +24,700 New
MFWM
2272
Motley Fool Wealth Management
Virginia
$725K +$28.6K +1,040 +4%
HFG
2273
Heron Financial Group
New York
$724K +$266K +9,660 +49%
CNWM
2274
Clay Northam Wealth Management
California
$723K +$676K +24,570 New
OFW
2275
Omnia Family Wealth
Florida
$722K +$389K +14,150 +136%
89 90
91
92 93