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Name Holding Trade Value Shares
Change 		Change in
Stake
B
1926
BetterWealth
California
$257K -$56.5K -547 -17%
NWA
1927
New World Advisors
Massachusetts
$257K +$270K +2,616 New
VC
1928
Vestor Capital
Illinois
$256K -$5.69K -55 -2%
PWM
1929
PBMares Wealth Management
Virginia
$256K +$269K +2,607 New
HWM
1930
Horizon Wealth Management
Illinois
$255K +$5.48K +53 +2%
WA
1931
Wambolt & Associates
Colorado
$255K -$11.8K -114 -4%
EWA
1932
Etesian Wealth Advisors
Oregon
$253K – – –
PAM
1933
Peak Asset Management
Colorado
$253K – – –
MSFS
1934
Main Street Financial Solutions
Pennsylvania
$253K -$95.2K -921 -26%
CWM
1935
Centurion Wealth Management
Virginia
$253K – – –
AO
1936
Advisor OS
Illinois
$252K -$204K -1,976 -43%
KCM
1937
Kathmere Capital Management
Pennsylvania
$251K +$930 +9 +0.4%
LWA
1938
Lineweaver Wealth Advisors
Ohio
$251K +$264K +2,558 New
CWM
1939
Cedar Wealth Management
California
$251K – – –
SCM
1940
Stonehearth Capital Management
Massachusetts
$251K – – –
CCMG
1941
Clark Capital Management Group
Pennsylvania
$248K -$21.4K -207 -8%
SO
1942
Sierra Ocean
California
$247K -$4.96K -48 -2%
CWM
1943
Centric Wealth Management
Illinois
$247K -$16.6K -161 -6%
AWA
1944
AGH Wealth Advisors
Kansas
$247K +$3.31K +32 +1%
MCM
1945
Moore Capital Management
New York
$246K -$51.9M -502,224 -100%
RTC
1946
Riverview Trust Company
Washington
$246K -$71.7K -694 -22%
IAG
1947
Investment Advisory Group
Massachusetts
$245K +$6.2K +60 +2%
ETS
1948
ESL Trust Services
New York
$245K – – –
CI
1949
Corient IA
Florida
$245K +$258K +2,500 New
TWA
1950
TCI Wealth Advisors
Arizona
$245K -$198K -1,920 -44%
76 77
78
79 80