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Name Holding Trade Value Shares
Change 		Change in
Stake
BAG
2126
Bridgewealth Advisory Group
California
$610K +$286K +1,253 +116%
AIM
2127
Aigen Investment Management
New York
$610K +$532K +2,332 New
BWL
2128
Bogart Wealth LLC
Virginia
$608K +$236K +1,035 +80%
AWA
2129
Aletheian Wealth Advisors
Washington
$607K -$658K -2,886 -55%
CAWM
2130
Capital Advisors Wealth Management
Washington
$607K -$15.5K -68 -3%
FDCP
2131
Foster Dykema Cabot & Partners
Massachusetts
$606K +$4.79K +21 +0.9%
SFO
2132
Stokes Family Office
Louisiana
$606K -$82.1K -360 -13%
ATIA
2133
American Trust Investment Advisors
New Hampshire
$605K -$35.3K -155 -6%
BIA
2134
Bell Investment Advisors
California
$604K +$12.3K +54 +2%
YAL
2135
Your Advocates Ltd
Texas
$603K -$10.7K -47 -2%
SOAMC
2136
Spirit of America Management Corp
New York
$602K – – –
ASGS
2137
Alpha Square Group S
New York
$602K +$525K +2,300 New
CPG
2138
Cornerstone Planning Group
New Jersey
$601K +$49.3K +216 +10%
GWM
2139
Greenwich Wealth Management
Connecticut
$600K -$97.1K -426 -16%
CWM
2140
Certus Wealth Management
California
$599K – – –
VC
2141
Veracity Capital
Georgia
$599K +$47.4K +208 +10%
BTWM
2142
Brass Tax Wealth Management
Ohio
$598K +$244K +1,068 +88%
DTC
2143
Davidson Trust Company
Washington
$597K +$6.84K +30 +1%
IWA
2144
Inspirion Wealth Advisors
Illinois
$596K – – –
PWA
2145
Peterson Wealth Advisors
Utah
$596K -$3.42K -15 -0.7%
VCM
2146
Vision Capital Management
Oregon
$594K +$265K +1,160 +104%
SSW
2147
Stone Summit Wealth
Florida
$594K -$19.4K -85 -4%
HTC
2148
Haverford Trust Company
Pennsylvania
$593K +$140K +615 +37%
LRIA
2149
Leonard Rickey Investment Advisors
Washington
$593K +$243K +1,065 +89%
AWS
2150
Aspen Wealth Strategies
Colorado
$593K -$122K -534 -19%
84 85
86
87 88