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Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
1451
LFG Wealth Partners
Kentucky
$3.63M +$3.57M +8,061 New
FIM
1452
FWL Investment Management
Texas
$3.62M +$589K +1,328 +20%
EWP
1453
Elevation Wealth Partners
California
$3.61M +$124K +279 +4%
OL
1454
OneFund LLC
Florida
$3.6M +$184K +416 +5%
SSWM
1455
Smith Salley Wealth Management
North Carolina
$3.6M +$450K +1,016 +15%
VSI
1456
Verde Servicos Internacionais
Brazil
$3.6M – – –
SAM
1457
Soviero Asset Management
New York
$3.6M +$3.55M +8,000 New
BCPWM
1458
Bradley & Co Private Wealth Management
Florida
$3.6M -$797K -1,797 -18%
WI
1459
WrapManager Inc
California
$3.6M -$661K -1,491 -16%
GFG
1460
Goldstone Financial Group
Illinois
$3.59M +$284K +641 +9%
3IP
1461
3Chopt Investment Partners
Virginia
$3.58M +$131K +295 +4%
S
1462
SharpePoint
Arizona
$3.58M +$3.53M +7,971 New
UBV
1463
United Bank (Virginia)
Virginia
$3.58M – – –
AW
1464
Alteri Wealth
California
$3.58M -$39.5K -89 -1%
EFH
1465
Eaton Financial Holdings
Florida
$3.57M +$129K +291 +4%
TF
1466
TLWM Financial
Texas
$3.57M -$64.7K -146 -2%
RW
1467
RVW Wealth
California
$3.57M +$156K +352 +5%
AA
1468
Ancora Advisors
Ohio
$3.56M +$502K +1,133 +17%
BCA
1469
Bitterroot Capital Advisors
Montana
$3.55M +$3.5M +7,900 New
OAM
1470
Occidental Asset Management
California
$3.55M +$207K +468 +6%
KA
1471
Klingman & Associates
New York
$3.55M +$320K +721 +10%
OWA
1472
Octavia Wealth Advisors
Ohio
$3.55M -$465K -1,048 -12%
PCP
1473
Proficio Capital Partners
Massachusetts
$3.53M -$129K -290 -4%
WG
1474
Wellington Group
Indiana
$3.53M +$3.48M +7,852 New
NRC
1475
New Republic Capital
North Carolina
$3.53M +$1.81M +4,083 +108%
57 58
59
60 61