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Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
3101
Family Capital Management
Michigan
$905K +$34.4K +107 +4%
C1AG
3102
Client 1st Advisory Group
Florida
$905K +$82.5K +257 +11%
AF
3103
Atala Financial
California
$904K – – –
GSIAS
3104
Garden State Investment Advisory Services
New Jersey
$903K +$55.2K +172 +7%
GWM
3105
GK Wealth Management
Nevada
$903K +$845K +2,631 New
WMA
3106
Wealth Management Associates
New Jersey
$902K -$64.2K -200 -7%
HC
3107
Hamilton Capital
Ohio
$901K +$12.2K +38 +1%
VAG
3108
VisionPoint Advisory Group
Texas
$900K +$84.8K +264 +11%
CP
3109
Clarendon Private
Massachusetts
$900K -$21.8K -68 -3%
TW
3110
Traveka Wealth
California
$897K +$23.4K +73 +3%
RP
3111
Riverwater Partners
Wisconsin
$895K -$704K -2,194 -46%
HHCP
3112
Hilton Head Capital Partners
South Carolina
$892K +$15.1K +47 +2%
SCA
3113
St. Clair Advisors
Ohio
$886K – – –
HTIM
3114
Harbour Trust & Investment Management
Indiana
$884K -$8.35K -26 -1%
PWA
3115
Primoris Wealth Advisors
Florida
$884K – – –
EWM
3116
Elevatus Welath Management
New York
$883K +$488K +1,520 +144%
PWM
3117
Power Wealth Management
Georgia
$881K -$320K -998 -28%
PA
3118
Promethium Advisors
Maryland
$878K – – –
CWWM
3119
Clear Wave Wealth Management
New Jersey
$878K +$23.4K +73 +3%
EWA
3120
Eagle Wealth Advisors
Connecticut
$877K -$261K -812 -24%
PWA
3121
Provenance Wealth Advisors
Florida
$877K +$14.1K +44 +2%
M1FG
3122
Mach-1 Financial Group
Arkansas
$876K -$269K -837 -25%
IMT
3123
Investment Management Trust
Massachusetts
$876K +$1.6K +5 +0.2%
EMB
3124
Elefante Mark B
$875K +$486K +1,515 +146%
CG
3125
Clarus Group
Texas
$874K -$109K -339 -12%
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