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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2126
Manske Wealth Management
Texas
$906K +$147K +488 +21%
DA
2127
Doliver Advisors
Texas
$906K -$81.9K -272 -9%
CWM
2128
Collaborative Wealth Management
Florida
$906K +$38K +126 +5%
CM
2129
Corvex Management
New York
$905K – – –
SPC
2130
Spirepoint Private Client
Florida
$905K -$44K -146 -5%
WAG
2131
Wheelhouse Advisory Group
Missouri
$905K +$4.82K +16 +0.6%
WA
2132
Wealthstream Advisors
New York
$904K +$126K +419 +17%
MM
2133
Monolith Management
Hong Kong
$904K +$857K +2,845 New
NG
2134
Northstar Group
New York
$901K +$1.51K +5 +0.2%
AIA
2135
Accelerate Investment Advisors
California
$900K +$32.2K +107 +4%
PCWA
2136
Pacific Capital Wealth Advisors
California
$899K -$308K -1,023 -25%
BW
2137
BostonPremier Wealth
Massachusetts
$899K +$224K +743 +36%
RIP
2138
Reliant Investment Partners
North Carolina
$898K +$7.53K +25 +0.9%
HWM
2139
Howard Wealth Management
Connecticut
$895K – – –
CWM
2140
Chesapeake Wealth Management
Virginia
$895K – – –
BPC
2141
Bearing Point Capital
Minnesota
$893K +$128K +425 +18%
AF
2142
Abound Financial
California
$892K +$65.4K +217 +8%
BCM
2143
Bayesian Capital Management
New York
$890K +$844K +2,802 New
6F
2144
626 Financial
Michigan
$889K +$42.8K +142 +5%
CM
2145
Castleark Management
Illinois
$889K – – –
GT
2146
Glenview Trust
Kentucky
$886K +$43.1K +143 +5%
FA
2147
Fagan Associates
New York
$885K +$15.1K +50 +2%
IHL
2148
Investment House LLC
California
$882K -$632K -2,097 -43%
GAMC
2149
Garner Asset Management Corp
Texas
$882K -$47K -156 -5%
SCM
2150
Stevens Capital Management
Pennsylvania
$879K -$26.9M -89,187 -97%
84 85
86
87 88