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Name Holding Trade Value Shares
Change 		Change in
Stake
PAWA
1001
Palo Alto Wealth Advisors
California
$542K – – –
QWP
1002
Quotient Wealth Partners
Texas
$540K +$459K +8,766 New
EWA
1003
Emergent Wealth Advisors
New York
$539K +$458K +8,756 New
IGGA
1004
Iron Gate Global Advisors
Utah
$538K -$5.23K -100 -1%
PW
1005
Peninsula Wealth
California
$538K +$22K +420 +5%
AAIS
1006
ABN AMRO Investment Solutions
$536K +$72.5K +1,386 +19%
WTB
1007
Washington Trust Bank
Washington
$532K -$43.1K -824 -9%
WDL
1008
Well Done LLC
Michigan
$530K +$1.41K +27 +0.3%
SFP
1009
Sweet Financial Partners
Minnesota
$529K – – –
EFS
1010
Essex Financial Services
Connecticut
$523K -$2.25K -43 -0.5%
PWM
1011
Power Wealth Management
Georgia
$516K +$438K +8,375 New
TAM
1012
Titleist Asset Management
Texas
$514K -$37.6K -719 -8%
LA
1013
LexAurum Advisors
Kansas
$513K -$24.3K -465 -5%
SCP
1014
Stamos Capital Partners
California
$501K -$1.92M -36,790 -82%
GAA
1015
Guardian Asset Advisors
Pennsylvania
$501K +$426K +8,135 New
BWP
1016
BSW Wealth Partners
Colorado
$501K +$6.02K +115 +1%
CW
1017
CreativeOne Wealth
Kansas
$500K -$15.4K -295 -4%
CIA
1018
Choate Investment Advisors
Massachusetts
$495K +$421K +8,044 New
RIA
1019
Regal Investment Advisors
Michigan
$495K +$50.5K +965 +14%
AFP
1020
Ausdal Financial Partners
Iowa
$495K -$106K -2,025 -20%
PWM
1021
Prosperity Wealth Management
California
$494K -$37.7K -721 -8%
WAM
1022
Wolverine Asset Management
Illinois
$493K -$4.32M -82,569 -91%
AWA
1023
Artemis Wealth Advisors
New York
$493K – – –
AIMA
1024
Ables Iannone Moore & Associates
Georgia
$493K +$419K +8,000 New
CAG
1025
Csenge Advisory Group
Florida
$486K +$413K +7,897 New
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