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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1801
Lifeworks Advisors
Michigan
$1.84M +$373K +906 +22%
FPL
1802
Fortress Private Ledger
North Carolina
$1.83M +$122K +296 +6%
GCA
1803
Genesee Capital Advisors
New York
$1.83M – – –
MCM
1804
M1 Capital Management
Michigan
$1.83M +$70.4K +171 +4%
HFS
1805
Howard Financial Services
Texas
$1.83M -$526K -1,278 -21%
DKCM
1806
Davidson Kahn Capital Management
California
$1.83M -$2.06K -5 -0.1%
AWM
1807
Act Wealth Management
Texas
$1.83M -$2.06K -5 -0.1%
GIA
1808
Guyasuta Investment Advisors
Pennsylvania
$1.83M +$2.06K +5 +0.1%
WWM
1809
Walser Wealth Management
Florida
$1.82M +$320K +776 +19%
WF
1810
Welch & Forbes
Massachusetts
$1.81M -$2.47K -6 -0.1%
WCM
1811
WealthBridge Capital Management
Ohio
$1.81M -$49.4K -120 -2%
FMP
1812
Financial Management Professionals
Texas
$1.81M +$17.7K +43 +0.9%
ECA
1813
Elevated Capital Advisors
Utah
$1.81M -$276K -671 -12%
RA
1814
Riversedge Advisors
Delaware
$1.81M +$508K +1,234 +34%
MCA
1815
Magnolia Capital Advisors
Mississippi
$1.8M +$125K +304 +7%
IA
1816
IFC Advisors
California
$1.8M -$91K -221 -4%
MWA
1817
Martel Wealth Advisors
Washington
$1.8M – – –
AF
1818
AGP Franklin
Tennessee
$1.8M -$315K -764 -14%
EI
1819
Ellevest Inc
New York
$1.8M +$330K +800 +20%
CWP
1820
CFM Wealth Partners
Texas
$1.8M +$28.8K +70 +1%
SAA
1821
Southeast Asset Advisors
Georgia
$1.8M -$3.16M -7,665 -61%
FOA
1822
Five Oceans Advisors
California
$1.8M +$5.36K +13 +0.3%
BWM
1823
BlackDiamond Wealth Management
New York
$1.8M +$64.3K +156 +3%
RRA
1824
Red Reef Advisors
Florida
$1.79M +$50.3K +122 +3%
BA
1825
Ballast Advisors
Minnesota
$1.79M -$28K -68 -1%
71 72
73
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