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Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
1701
Swisher Financial Concepts
Ohio
$1.06M +$501K +2,199 +98%
RFN
1702
Redwood Financial Network
Ohio
$1.06M -$27.8K -122 -3%
F4L
1703
Fortune 45 LLC
Louisiana
$1.06M -$32.4K -142 -3%
NS
1704
NBC Securities
Alabama
$1.06M -$73.2K -321 -7%
MMC
1705
Mizuho Markets Cayman
Cayman Islands
$1.05M +$171K +750 +23%
9WM
1706
9258 Wealth Management
Ohio
$1.05M +$1.14K +5 +0.1%
RWMG
1707
Redwood Wealth Management Group
New Jersey
$1.05M +$13K +57 +1%
AR
1708
Apeiron RIA
Texas
$1.05M -$307K -1,348 -25%
FCM
1709
Firsthand Capital Management
California
$1.05M -$1.14M -5,000 -56%
MWA
1710
Monograph Wealth Advisors
California
$1.04M +$209K +915 +30%
AIIMS
1711
Analyst IMS Investment Management Services
Israel
$1.04M +$415K +1,821 +84%
CWMS
1712
Cannon Wealth Management Services
North Carolina
$1.04M +$907K +3,977 New
ST
1713
Spinnaker Trust
Maine
$1.04M +$279K +1,223 +44%
CCA
1714
Clearwater Capital Advisors
Illinois
$1.04M +$103K +452 +13%
OPW
1715
Oxler Private Wealth
New York
$1.04M – – –
MWM
1716
MinichMacGregor Wealth Management
New York
$1.04M -$13.7K -60 -1%
OGF
1717
Orin Green Financial
California
$1.03M +$13.7K +60 +2%
TCWA
1718
Turtle Creek Wealth Advisors
Texas
$1.03M +$93.7K +411 +12%
CSA
1719
Cottage Street Advisors
Massachusetts
$1.03M – – –
NAMM
1720
NorthStar Asset Management (Massachusetts)
Massachusetts
$1.03M -$36.5K -160 -4%
FAFN
1721
First Affirmative Financial Network
Colorado
$1.03M -$81.9K -359 -8%
AWM
1722
Aspire Wealth Management
Massachusetts
$1.03M +$25.8K +113 +3%
TCM
1723
Triumph Capital Management
Colorado
$1.03M -$1.38M -6,053 -61%
LWM
1724
Lakeridge Wealth Management
Ohio
$1.02M -$65.2K -286 -7%
PA
1725
Prossimo Advisors
California
$1.02M +$200K +876 +29%
67 68
69
70 71