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Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
1651
Lake Street Private Wealth
Illinois
$383K -$4.84K -50 -1%
CFO
1652
CVA Family Office
Colorado
$381K +$11K +114 +3%
IWA
1653
IVC Wealth Advisors
Pennsylvania
$381K -$79K -817 -16%
JHCP
1654
Jackson Hole Capital Partners
Oklahoma
$381K -$1.65K -17 -0.4%
OWA
1655
Octavia Wealth Advisors
Ohio
$380K +$9.19K +95 +2%
BAM
1656
Broyhill Asset Management
North Carolina
$380K +$403K +4,168 New
HCMG
1657
Howard Capital Management Group
California
$380K -$19.3K -200 -5%
HCM
1658
Hall Capital Management
Rhode Island
$380K +$403K +4,166 New
WHG
1659
Westwood Holdings Group
Texas
$380K +$403K +4,162 New
HCWM
1660
Hidden Cove Wealth Management
Washington
$380K +$402K +4,160 New
PIM
1661
Profit Investment Management
Maryland
$379K – – –
IP
1662
Investment Partners
Ohio
$379K +$23.2K +240 +6%
CVA
1663
Central Valley Advisors
California
$378K – – –
AW
1664
Alteri Wealth
California
$378K +$400K +4,138 New
DWA
1665
Delap Wealth Advisory
Oregon
$377K – – –
LWM
1666
Liberty Wealth Management
California
$377K +$11K +114 +3%
KA
1667
KDT Advisors
New York
$376K +$399K +4,124 New
CGH
1668
CMG Global Holdings
Texas
$376K – – –
DWM
1669
Diversify Wealth Management
Utah
$376K +$110K +1,139 +39%
DC
1670
DeDora Capital
California
$376K -$3.97K -41 -1%
HPM
1671
Hudson Portfolio Management
New York
$376K -$48.9K -505 -11%
OWP
1672
Obermeyer Wealth Partners
Colorado
$376K -$12.9K -133 -3%
PCS
1673
Personal CFO Solutions
New Jersey
$374K -$1.65K -17 -0.4%
LCM
1674
Landscape Capital Management
New Jersey
$374K +$397K +4,102 New
PP
1675
Pacifica Partners
Canada
$374K -$1.26K -13 -0.3%
65 66
67
68 69