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Name Holding Trade Value Shares
Change 		Change in
Stake
IDA
1726
Intelligence Driven Advisers
California
$517K +$8.46K +94 +2%
MWP
1727
Momentum Wealth Planning
Florida
$514K +$23.1K +256 +4%
AWE
1728
Avidian Wealth Enterprises
Texas
$513K -$4.05K -45 -0.7%
CCM
1729
Cinctive Capital Management
New York
$511K +$563K +6,257 New
NCM
1730
Novare Capital Management
North Carolina
$508K +$180K +2,000 +47%
TVM
1731
True Vision MN
Minnesota
$507K +$55K +611 +11%
SW
1732
SVB Wealth
Massachusetts
$507K -$48.1K -534 -8%
SC
1733
Sierra Capital
Florida
$507K – – –
AWM
1734
Avior Wealth Management
Nebraska
$506K +$557K +6,189 New
DCA
1735
DSG Capital Advisors
Minnesota
$505K +$106K +1,180 +25%
FMLI
1736
Fukoku Mutual Life Insurance
Japan
$504K -$60.1K -667 -10%
CAAS
1737
Capital Asset Advisory Services
Michigan
$501K +$68.2K +757 +15%
CH
1738
Cromwell Holdings
Wyoming
$501K -$15.2K -169 -3%
GWM
1739
GK Wealth Management
Nevada
$498K +$24.2K +269 +5%
PJWM
1740
Philip James Wealth Mangement
Georgia
$497K +$43.9K +488 +9%
AIC
1741
Ayalon Insurance Company
Israel
$496K – – –
LF
1742
LifeSteps Financial
California
$495K +$10.8K +120 +2%
CWM
1743
Cornerstone Wealth Management
Missouri
$495K +$60.1K +667 +12%
OL
1744
OneFund LLC
Florida
$495K +$31.7K +352 +6%
AB
1745
ANB Bank
Colorado
$493K +$13.3K +148 +3%
VHAM
1746
Van Hulzen Asset Management
California
$492K -$135K -1,495 -20%
LRWM
1747
Lord & Richards Wealth Management
Colorado
$492K +$89.1K +990 +20%
CPA
1748
Capital Performance Advisors
California
$491K +$57.2K +635 +12%
BCM
1749
Boreal Capital Management
Florida
$490K +$271K +3,010 +101%
LOAMU
1750
Lombard Odier Asset Management (USA)
New York
$490K -$445K -4,940 -45%
68 69
70
71 72