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Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
3001
Dimension Capital Management
Florida
$1M -$3.21K -10 -0.3%
SIAG
3002
Safeguard Investment Advisory Group
California
$1M +$39.2K +122 +4%
WA
3003
Wealth Architects
California
$993K -$36.6K -114 -4%
XWL
3004
XXI Wealth LLC
Illinois
$993K +$307K +956 +49%
JSL
3005
JT Stratford LLC
Georgia
$990K -$147K -458 -14%
4WM
3006
44 Wealth Management
Oregon
$990K +$31.5K +98 +4%
LRIA
3007
Leonard Rickey Investment Advisors
Washington
$990K +$8.67K +27 +0.9%
CFG
3008
Capital Financial Group
Colorado
$989K -$35K -109 -4%
KWS
3009
Keystone Wealth Services
California
$988K -$27.6K -86 -3%
AF
3010
Align Financial
Minnesota
$986K – – –
PHAM
3011
Palisades Hudson Asset Management
Florida
$986K – – –
RA
3012
Riversedge Advisors
Delaware
$985K +$223K +694 +32%
MWM
3013
Maripau Wealth Management
Indiana
$984K +$67.7K +211 +8%
KFI
3014
Key Financial Inc
Pennsylvania
$984K -$12.5K -39 -1%
TCM
3015
TruNorth Capital Management
Michigan
$983K – – –
CCA
3016
Coign Capital Advisors
Utah
$983K +$3.85K +12 +0.4%
FIA
3017
FNY Investment Advisers
New York
$982K +$660K +2,055 +254%
FPW
3018
Fairvoy Private Wealth
Alabama
$982K +$673K +2,095 +273%
BONH
3019
Bank of New Hampshire
New Hampshire
$980K -$72.6K -226 -7%
CST
3020
Charles Schwab Trust
Nevada
$979K +$92.1K +287 +11%
SFS
3021
Sharp Financial Services
Pennsylvania
$979K -$48.8K -152 -5%
GAM
3022
Gemmer Asset Management
California
$977K +$17K +53 +2%
TFA
3023
Tranquilli Financial Advisor
New Jersey
$977K +$5.78K +18 +0.6%
W
3024
Wealthquest
Ohio
$976K +$181K +565 +25%
SWGC
3025
Summit Wealth Group (Colorado)
Colorado
$975K +$173K +539 +23%
119 120
121
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