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Name Holding Trade Value Shares
Change 		Change in
Stake
EW
1001
Evoke Wealth
California
$260K -$28.1K -45 -9%
LWM
1002
Laidlaw Wealth Management
New York
$258K +$278K +444 New
TW
1003
Traveka Wealth
California
$257K +$5.63K +9 +2%
BBP
1004
Banco BTG Pactual
Brazil
$257K +$276K +442 New
AWA
1005
Arkadios Wealth Advisors
Georgia
$256K -$93.8K -150 -25%
PCA
1006
Pallas Capital Advisors
Massachusetts
$254K -$47.5K -76 -15%
WFI
1007
West Family Investments
California
$254K -$139K -223 -34%
LOWM
1008
Laurel Oak Wealth Management
New Jersey
$253K +$273K +436 New
SAM
1009
S.A. Mason
Michigan
$253K +$272K +435 New
NCM
1010
Northside Capital Management
Oregon
$251K – – –
PA
1011
Promethium Advisors
Maryland
$250K -$3.13K -5 -1%
FIA
1012
Foundations Investment Advisors
Arizona
$250K -$241K -385 -47%
HA
1013
Huntleigh Advisors
Missouri
$247K – – –
RCA
1014
Riverview Capital Advisers
Massachusetts
$247K – – –
DWM
1015
Dynasty Wealth Management
Florida
$246K -$58.8K -94 -18%
DWM
1016
Drive Wealth Management
Utah
$245K -$53.1K -85 -17%
PWM
1017
Pines Wealth Management
North Carolina
$244K -$79.4K -127 -23%
FCM
1018
Fortis Capital Management
Washington
$243K +$2.5K +4 +1%
MCM
1019
MAI Capital Management
Ohio
$243K +$2.5K +4 +1%
MCM
1020
Monument Capital Management
Virginia
$243K +$6.25K +10 +2%
BA
1021
Bridgewater Advisors
New York
$243K -$37.5K -60 -11%
CPC
1022
Cookson Peirce & Co
Pennsylvania
$242K -$496K -793 -66%
MWM
1023
Meridian Wealth Management
Kentucky
$241K -$263K -420 -50%
TA
1024
Tactive Advisors
Florida
$240K +$30.6K +49 +13%
AT
1025
American Trust
Kentucky
$240K -$29.4K -47 -10%
39 40
41
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