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Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
2151
Crown Wealth Group
North Carolina
$219K +$3.51K +39 +1%
GCM
2152
G2 Capital Management
Ohio
$219K +$1.89K +21 +0.8%
AF
2153
Avanza Fonder
Sweden
$219K +$241K +2,677 New
MW
2154
Maia Wealth
Colorado
$219K +$23.5K +261 +9%
BWP
2155
Balboa Wealth Partners
Arizona
$219K +$45.4K +504 +23%
AF
2156
Arrow Financial
New York
$218K – – –
AFM
2157
Aspetuck Financial Management
Connecticut
$218K -$6.75K -75 -3%
MSWM
2158
McGlone Suttner Wealth Management
Wisconsin
$217K -$720 -8 -0.3%
MCC
2159
Money Concepts Capital
Florida
$217K -$1.47M -16,319 -86%
CST
2160
Charles Schwab Trust
Nevada
$216K +$238K +2,648 New
SSWM
2161
Smith Salley Wealth Management
North Carolina
$216K +$270 +3 +0.1%
BBA
2162
Braun-Bostich & Associates
Pennsylvania
$216K +$20.2K +224 +9%
SWM
2163
Salvus Wealth Management
New Jersey
$216K +$11.1K +123 +5%
TA
2164
Tactive Advisors
Florida
$216K – – –
TWM
2165
TriaGen Wealth Management
California
$215K +$237K +2,633 New
PAG
2166
Poinciana Advisors Group
Florida
$215K -$3.6K -40 -1%
TCMP
2167
Thrive Capital Management (Pennsylvania)
Pennsylvania
$215K -$78.2K -869 -25%
SB
2168
Sunflower Bank
Texas
$214K -$1.53K -17 -0.6%
MIM
2169
Moseley Investment Management
Florida
$213K -$7.02K -78 -3%
PWP
2170
Private Wealth Partners
California
$212K +$13.5K +150 +6%
XF
2171
XML Financial
Maryland
$212K -$42.4K -471 -15%
NWAG
2172
Net Worth Advisory Group
Utah
$211K +$233K +2,587 New
AAMC
2173
Asset Allocation & Management Company
Illinois
$211K – – –
AWP
2174
Astra Wealth Partners
New Jersey
$211K -$104K -1,154 -31%
CIAS
2175
CFS Investment Advisory Services
New Jersey
$211K -$3.24K -36 -1%
85 86
87
88 89