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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1726
Cornerstone Advisory
Maryland
$410K +$9.7K +126 +2%
OL
1727
OneFund LLC
Florida
$409K -$27.2K -353 -6%
HPWM
1728
High Point Wealth Management
New Jersey
$409K +$29.3K +381 +7%
CCA
1729
Cora Capital Advisors
New Jersey
$407K -$616 -8 -0.1%
MAG
1730
M3 Advisory Group
Massachusetts
$407K +$23.9K +311 +6%
RZH
1731
Relyea Zuckerberg Hanson
Connecticut
$406K -$1K -13 -0.2%
KCM
1732
Kathmere Capital Management
Pennsylvania
$406K +$152K +1,971 +54%
NIWA
1733
New Insight Wealth Advisors
California
$406K -$98.3K -1,277 -18%
TPM
1734
Triasima Portfolio Management
Quebec, Canada
$404K -$84.7K -1,101 -16%
BRWM
1735
Blue Rock Wealth Management
North Carolina
$401K -$23.1K -300 -5%
SWM
1736
Steinberganna Wealth Management
New York
$400K – – –
SCM
1737
Stevens Capital Management
Pennsylvania
$399K -$1.63M -21,136 -79%
RIG
1738
RiverFront Investment Group
Virginia
$396K +$126K +1,632 +42%
FFWM
1739
Future Financial Wealth Management
Ohio
$395K – – –
PWMA
1740
Pension & Wealth Management Advisors
Massachusetts
$394K +$2.46K +32 +0.6%
KWM
1741
Keebeck Wealth Management
Illinois
$393K +$9.78K +127 +2%
BWS
1742
Broadway Wealth Solutions
Texas
$392K +$59.7K +776 +17%
WS
1743
Wilian Securities
Minnesota
$392K +$17.6K +229 +4%
RTC
1744
Real Talk Capital
Tennessee
$392K +$100K +1,302 +31%
ANTB
1745
AMG National Trust Bank
Colorado
$392K -$322K -4,184 -43%
AHL
1746
Abel Hall LLC
Louisiana
$391K -$32.1K -417 -7%
FC
1747
Financial Consulate
Maryland
$390K -$184K -2,391 -31%
CIM
1748
CIM Investment Management
Pennsylvania
$387K -$2.15K -28 -0.5%
TPCM
1749
Templeton & Phillips Capital Management
Tennessee
$385K +$412K +5,350 New
VWM
1750
Venturi Wealth Management
Texas
$385K -$4.46K -58 -1%
68 69
70
71 72