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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
2576
Inspirion Wealth Advisors
Illinois
$373K +$28.3K +163 +9%
NWAG
2577
Net Worth Advisory Group
Utah
$373K +$174 +1 +0%
WP
2578
WealthPLAN Partners
Nebraska
$373K – – –
DCM
2579
DGS Capital Management
New Jersey
$372K +$24.5K +141 +7%
FWA
2580
FORM Wealth Advisors
Wisconsin
$372K +$353K +2,030 New
PGWM
2581
Parisi Gray Wealth Management
New Jersey
$372K +$30.7K +177 +10%
CRWM
2582
Castle Rock Wealth Management
California
$372K +$7.3K +42 +2%
WPW
2583
Warther Private Wealth
Ohio
$371K +$3.82K +22 +1%
BCMLT
2584
Beacon Capital Management LLC (Tennessee)
Tennessee
$371K -$174 -1 -0%
CCP
2585
Clarkston Capital Partners
Michigan
$371K – – –
WA
2586
WP Advisors
California
$370K +$1.04K +6 +0.3%
AFC
2587
AFT Forsyth & Company
Florida
$370K – – –
APW
2588
Aurora Private Wealth
New Jersey
$370K +$350K +2,017 New
PWA
2589
Provenance Wealth Advisors
Florida
$369K – – –
FFG
2590
Fortem Financial Group
California
$368K -$1.74K -10 -0.5%
EWS
2591
Evergreen Wealth Solutions
Pennsylvania
$368K +$349K +2,008 New
EWM
2592
Elmwood Wealth Management
California
$367K +$3.13K +18 +0.9%
CFD
2593
Creative Financial Designs
Indiana
$367K +$42.6K +245 +14%
HCM
2594
Harvey Capital Management
Florida
$367K – – –
RCP
2595
Rothschild Capital Partners
New York
$367K – – –
CFS
2596
Commonwealth Financial Services
West Virginia
$366K +$4K +23 +1%
TCWM
2597
Total Clarity Wealth Management
Illinois
$366K +$347K +1,997 New
PCWA
2598
Pacific Capital Wealth Advisors
California
$365K -$1.56K -9 -0.5%
AMM
2599
American Money Management
California
$364K -$1.22K -7 -0.4%
PWMG
2600
Prestige Wealth Management Group
New Jersey
$364K +$10.8K +62 +3%
102 103
104
105 106