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Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
1726
Paragon Private Wealth Management
Kentucky
$736K +$25.9K +148 +4%
AW
1727
Avion Wealth
Texas
$736K +$230K +1,318 +55%
GCM
1728
Gladius Capital Management
Illinois
$736K -$1.02M -5,824 -61%
WWM
1729
Whalen Wealth Management
Nevada
$736K +$167K +953 +34%
EE
1730
EWG Elevate
California
$736K -$31.5K -180 -5%
CH
1731
Canton Hathaway
Rhode Island
$735K +$87.4K +500 +16%
DL
1732
DOHJ LLC
Washington
$735K -$148K -846 -19%
B
1733
BetterWealth
California
$731K – – –
CW
1734
CIC Wealth
Maryland
$729K +$18.9K +108 +3%
FWM
1735
Finer Wealth Management
Massachusetts
$728K +$874 +5 +0.1%
EAM
1736
Empirical Asset Management
Massachusetts
$728K -$511K -2,925 -44%
WWP
1737
WR Wealth Planners
Missouri
$727K -$177K -1,015 -22%
UH
1738
Unigestion Holding
Switzerland
$727K +$511K +2,925 New
DW
1739
Durante & Waters
New York
$724K -$386K -2,209 -38%
KHCM
1740
Kirtland Hills Capital Management
Ohio
$723K +$27.3K +156 +4%
HI
1741
Hoey Investments
Pennsylvania
$720K -$58.4K -334 -8%
EWM
1742
Elite Wealth Management
Washington
$719K +$3.85K +22 +0.6%
WWMSC
1743
Wagner Wealth Management (South Carolina)
South Carolina
$717K +$27.1K +155 +4%
KFI
1744
Key Financial Inc
Pennsylvania
$717K -$39.8K -228 -6%
EL
1745
EMFO LLC
Florida
$716K – – –
ST
1746
Somerset Trust
Pennsylvania
$715K -$25.7K -147 -4%
TCOTS
1747
Trust Company of the South
North Carolina
$713K – – –
PP
1748
Patten & Patten
Tennessee
$712K -$169K -968 -21%
CB
1749
Chris Bulman
California
$711K +$628K +3,595 New
SCI
1750
Silver Coast Investments
United States
$710K +$58.4K +334 +10%
68 69
70
71 72