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Name Holding Trade Value Shares
Change 		Change in
Stake
OPOWM
3676
One Plus One Wealth Management
Florida
$461K -$21.5K -63 -5%
FAN
3677
Financial Advisors Network
California
$461K +$73.3K +215 +20%
NC
3678
North Capital
Utah
$461K -$341 -1 -0.1%
SWM
3679
Sagace Wealth Management
Florida
$460K +$1.7K +5 +0.4%
LWM
3680
LJI Wealth Management
Indiana
$460K – – –
TPF
3681
Tribridge Partners Financial
Maryland
$460K – – –
MAG
3682
M3 Advisory Group
Massachusetts
$460K +$20.8K +61 +5%
AWA
3683
Artemis Wealth Advisors
New York
$459K +$161K +473 +57%
LWP
3684
LFG Wealth Partners
Kentucky
$459K +$446K +1,308 New
EPM
3685
Elm Partners Management
Pennsylvania
$458K – – –
CFO
3686
Custos Family Office
Texas
$458K +$681 +2 +0.2%
AP
3687
Atwood & Palmer
Missouri
$458K – – –
PCA
3688
Prosperity Capital Advisors
Ohio
$457K -$175K -514 -28%
OCM
3689
Orser Capital Management
Texas
$457K – – –
APM
3690
Advanced Portfolio Management
New York
$457K +$444K +1,302 New
CM
3691
Capula Management
Cayman Islands
$456K -$1.23M -3,603 -73%
EWM
3692
Elevatus Welath Management
New York
$456K -$58.6K -172 -12%
BWM
3693
BNB Wealth Management
Maryland
$456K +$443K +1,300 New
CGA
3694
Crescent Grove Advisors
Illinois
$456K -$20.8K -61 -4%
SWM
3695
StoneCrest Wealth Management
Arizona
$455K -$3.75K -11 -0.8%
AG
3696
AmeriFlex Group
Nevada
$455K -$187K -549 -30%
GT
3697
GreatBanc Trust
Illinois
$454K -$25.2K -74 -5%
OWG
3698
Oxford Wealth Group
Florida
$453K +$441K +1,293 New
WA
3699
Waterford Advisors
New York
$453K -$17K -50 -4%
CCA
3700
Corps Capital Advisors
Texas
$452K +$440K +1,290 New
146 147
148
149 150