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Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
1626
Elevation Wealth Partners
California
$2.59M -$161K -405 -6%
AFP
1627
Arnold Financial Planning
Iowa
$2.59M +$2.45M +6,159 New
GWM
1628
Greenline Wealth Management
Florida
$2.59M +$204K +512 +9%
GAM
1629
Griffin Asset Management
New York
$2.59M -$8.35K -21 -0.3%
WPW
1630
Waldron Private Wealth
Pennsylvania
$2.59M -$263K -661 -10%
HNWAG
1631
High Net Worth Advisory Group
Florida
$2.59M -$329K -828 -12%
ACM
1632
Aquatic Capital Management
Illinois
$2.57M -$41M -103,037 -94%
SAM
1633
SP Asset Management
California
$2.57M +$1.22M +3,064 +100%
MA
1634
MCF Advisors
Kentucky
$2.57M +$169K +425 +7%
MAM
1635
Mirabaud Asset Management
United Kingdom
$2.57M +$2.48M +6,232 New
CV
1636
Counterweight Ventures
North Carolina
$2.57M -$38.6K -97 -2%
ICP
1637
Impact Capital Partners
Colorado
$2.56M +$68.8K +173 +3%
IIA
1638
Integral Investment Advisors
California
$2.55M +$424K +1,065 +21%
FLPIM
1639
F.L. Putnam Investment Management
Massachusetts
$2.55M -$86.3K -217 -3%
WA
1640
Waddell & Associates
Tennessee
$2.54M +$388K +976 +19%
AI
1641
Accredited Investors
Minnesota
$2.53M – – –
NWAG
1642
Net Worth Advisory Group
Utah
$2.53M -$1.15M -2,893 -32%
WMA
1643
William Mack & Associates
Michigan
$2.52M +$698K +1,756 +41%
ECM
1644
Empirical Capital Management
Tennessee
$2.52M – – –
SIM
1645
Spark Investment Management
New York
$2.52M – – –
XF
1646
XML Financial
Maryland
$2.52M +$74.4K +187 +3%
SIC
1647
Samalin Investment Counsel
New York
$2.52M +$82.7K +208 +4%
PWM
1648
Palacios Wealth Management
Florida
$2.52M -$18.3K -46 -0.8%
MCM
1649
Mainstream Capital Management
California
$2.52M -$1.99K -5 -0.1%
SWA
1650
Sax Wealth Advisors
New Jersey
$2.51M +$681K +1,712 +34%
64 65
66
67 68