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Name Holding Trade Value Shares
Change 		Change in
Stake
GPW
1201
Genesis Private Wealth
Virginia
$210K +$1.85K +17 +0.8%
VC
1202
Veracity Capital
Georgia
$209K +$327 +3 +0.1%
BSSFA
1203
Baron Silver Stevens Financial Advisors
Florida
$209K – – –
AWM
1204
Ariadne Wealth Management
California
$209K +$248K +2,275 New
WE
1205
Wealth Effects
Massachusetts
$208K -$43.6K -400 -16%
WFI
1206
West Family Investments
California
$207K -$414K -3,801 -64%
PRTG
1207
Post Resch Tallon Group
New York
$206K -$2.18K -20 -0.9%
SIC
1208
SFE Investment Counsel
California
$205K – – –
VWM
1209
Valley Wealth Managers
New Jersey
$205K – – –
GITFIT
1210
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$205K -$1.62M -14,900 -87%
FAM
1211
Flaharty Asset Management
Florida
$205K -$81.2K -745 -26%
MAWA
1212
Moss Adams Wealth Advisors
Washington
$205K +$234K +2,144 New
AT
1213
Arlington Trust
Alabama
$204K – – –
ST
1214
Spinnaker Trust
Maine
$204K – – –
UF
1215
Univest Financial
Pennsylvania
$203K +$232K +2,130 New
QWP
1216
Quotient Wealth Partners
Texas
$203K +$232K +2,128 New
SI
1217
Stonekeep Investments
New Mexico
$202K -$5.12K -47 -2%
LWL
1218
Leo Wealth LLC
Texas
$202K +$230K +2,114 New
S
1219
Sunpointe
Missouri
$201K -$1.53K -14 -0.7%
PPH
1220
Pure Portfolios Holdings
Oregon
$201K +$229K +2,102 New
WGCA
1221
Wolf Group Capital Advisors
Virginia
$201K +$229K +2,101 New
DKCM
1222
Davidson Kahn Capital Management
California
$201K – – –
MMM
1223
Mendel Money Management
Illinois
$201K +$229K +2,100 New
NDSI
1224
Newman Dignan & Sheerar Inc
Rhode Island
$198K – – –
CH
1225
Cromwell Holdings
Wyoming
$196K -$42.3K -388 -16%
47 48
49
50 51