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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2051
Castleview Partners
Texas
$214K -$25.2K -328 -10%
NWWA
2052
New Wave Wealth Advisors
Arkansas
$213K -$707K -9,188 -76%
MCCA
2053
Mill Creek Capital Advisors
Pennsylvania
$212K +$13.2K +172 +6%
ML
2054
McAdam LLC
Pennsylvania
$212K +$14K +182 +7%
DW30
2055
Drucker Wealth 3.0
New Jersey
$211K +$226K +2,934 New
NCTC
2056
New Covenant Trust Company
Indiana
$211K +$226K +2,931 New
CIAS
2057
CFS Investment Advisory Services
New Jersey
$211K +$12K +156 +6%
FFN
2058
Focus Financial Network
Minnesota
$211K -$13.5K -175 -6%
VC
2059
Veery Capital
Delaware
$211K -$385 -5 -0.2%
BWM
2060
BCGM Wealth Management
Indiana
$210K – – –
AWA
2061
Amplius Wealth Advisors
Pennsylvania
$210K -$5.85K -76 -3%
FMN
2062
Financial Management Network
California
$209K -$154 -2 -0.1%
SGCM
2063
Sanchez Gaunt Capital Management
Nevada
$209K +$224K +2,905 New
MIM
2064
Merrion Investment Management
New Jersey
$208K +$7.7K +100 +4%
3IP
2065
3Chopt Investment Partners
Virginia
$208K +$222K +2,888 New
TNA
2066
True North Advisors
Texas
$208K +$222K +2,885 New
VI
2067
VectorGlobal IAG
Florida
$207K +$222K +2,883 New
PFM
2068
Patton Fund Management
Texas
$207K +$23.9K +311 +12%
5W
2069
5T Wealth
California
$206K -$1.41M -18,268 -86%
CSIC
2070
Clifford Swan Investment Counsel
California
$206K – – –
TWM
2071
Thrive Wealth Management
Pennsylvania
$206K +$28K +364 +15%
AWM
2072
Accel Wealth Management
Iowa
$206K -$29.8K -387 -12%
SGCA
2073
Steel Grove Capital Advisors
Tennessee
$205K -$54K -702 -20%
TWM
2074
TriaGen Wealth Management
California
$205K +$16.8K +218 +8%
LCWP
2075
Legacy Capital Wealth Partners
Arkansas
$205K +$4.7K +61 +2%
81 82
83
84 85