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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1326
Truvestments Capital
Florida
$516K -$46.4K -518 -8%
HAS
1327
HBW Advisory Services
California
$516K -$62.9K -703 -10%
AA
1328
Acorns Advisers
California
$516K +$103K +1,148 +23%
AWA
1329
A4 Wealth Advisors
North Carolina
$515K +$545K +6,083 New
TWM
1330
TriaGen Wealth Management
California
$514K -$95.8K -1,070 -15%
DWM
1331
Destination Wealth Management
California
$513K +$106K +1,182 +24%
BA
1332
Bridgewater Advisors
New York
$513K -$301K -3,364 -35%
TCWM
1333
Total Clarity Wealth Management
Illinois
$513K -$895 -10 -0.2%
EFMC
1334
Empire Financial Management Company
New York
$511K – – –
KSB
1335
Kennebec Savings Bank
Maine
$510K +$27.3K +305 +5%
AWA
1336
Aaron Wealth Advisors
Illinois
$509K -$152K -1,697 -22%
CIA
1337
Compass Ion Advisors
Pennsylvania
$509K +$179 +2 +0%
TCM
1338
Traynor Capital Management
Pennsylvania
$508K -$36.3K -406 -6%
CAM
1339
Cidel Asset Management
Ontario, Canada
$507K -$51.6K -577 -9%
WKWM
1340
Walter & Keenan Wealth Management
Indiana
$506K -$11.7K -131 -2%
HCP
1341
Holt Capital Partners
Texas
$505K +$9.31K +104 +2%
LCGC
1342
Legacy Capital Group California
California
$504K +$26K +291 +5%
BWP
1343
Burling Wealth Partners
Illinois
$503K -$64.4K -720 -11%
FC
1344
Fulcrum Capital
Washington
$503K -$6.62K -74 -1%
OWP
1345
ORG Wealth Partners
Texas
$503K +$2.69K +30 +0.5%
RIG
1346
RiverFront Investment Group
Virginia
$503K +$20.2K +226 +4%
CFP
1347
Catalyst Financial Partners
Massachusetts
$503K +$8.15K +91 +2%
MIM
1348
Moseley Investment Management
Florida
$502K -$985 -11 -0.2%
CWP
1349
Core Wealth Partners
California
$501K +$2.42K +27 +0.5%
TCBWMS
1350
Texas Capital Bank Wealth Management Services
Texas
$501K -$2.83M -31,588 -84%
52 53
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