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Name Holding Trade Value Shares
Change 		Change in
Stake
D
2051
Diversified
Delaware
$477K +$179K +1,026 +74%
WAM
2052
WealthTrust Asset Management
Florida
$477K -$26.2K -150 -6%
KFS
2053
Keynote Financial Services
Connecticut
$476K +$11.7K +67 +3%
BWM
2054
BlackDiamond Wealth Management
New York
$476K +$45.8K +262 +12%
CP
2055
Creekside Partners
California
$476K +$420K +2,406 New
SFG
2056
Sterling Financial Group
California
$473K -$43.7K -250 -9%
M1FG
2057
Mach-1 Financial Group
Arkansas
$473K -$12.6K -72 -3%
MPPLM
2058
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$473K +$18.9K +108 +5%
BEW
2059
Burton Enright Welch
California
$473K +$12.6K +72 +3%
WQ
2060
Wealth Quarterback
New Jersey
$472K -$689K -3,943 -62%
CAWM
2061
Capital Advisors Wealth Management
Washington
$472K -$29.7K -170 -7%
AWA
2062
Aquire Wealth Advisors
Utah
$471K -$83.9K -480 -17%
NWWA
2063
New Wave Wealth Advisors
Arkansas
$469K +$414K +2,368 New
M
2064
MYeCFO
California
$469K -$59.1K -338 -12%
CWP
2065
Capital Wealth Planning
Florida
$469K +$414K +2,368 New
TW
2066
Traveka Wealth
California
$468K -$464K -2,656 -53%
ACM
2067
Allred Capital Management
Texas
$467K -$10.3K -59 -2%
DFA
2068
Delta Financial Advisors
Louisiana
$467K – – –
GAMH
2069
Greenwoods Asset Management (HK)
Hong Kong
$467K -$967K -5,532 -70%
CAGAS
2070
Capital Advisory Group Advisory Services
Minnesota
$466K +$46K +263 +13%
SSW
2071
Stone Summit Wealth
Florida
$466K -$17.5K -100 -4%
YAL
2072
Your Advocates Ltd
Texas
$465K -$524 -3 -0.1%
JPLA
2073
Joseph P. Lucia & Associates
New York
$465K +$1.57K +9 +0.4%
ECU
2074
Eisler Capital (UK)
United Kingdom
$465K -$11.2M -64,093 -96%
RDWM
2075
Red Door Wealth Management
Tennessee
$465K -$699 -4 -0.2%
81 82
83
84 85