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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2551
LongView Wealth Management
Georgia
$265K -$22.8K -487 -7%
WA
2552
Westfuller Advisors
New York
$264K +$149K +3,182 +104%
WFAG
2553
Wescott Financial Advisory Group
Pennsylvania
$264K -$154K -3,280 -34%
ICP
2554
Interchange Capital Partners
Pennsylvania
$264K +$51.7K +1,102 +21%
AA
2555
AlphaCentric Advisors
Puerto Rico
$264K +$17.1K +365 +6%
BSSFA
2556
Baron Silver Stevens Financial Advisors
Florida
$264K – – –
WW
2557
Wright Wealth
Georgia
$263K +$2.06K +44 +0.7%
BWAM
2558
Blue Water Asset Management
Michigan
$263K +$20.2K +430 +7%
GIA
2559
GHP Investment Advisors
Colorado
$263K -$37.2K -793 -11%
PF
2560
Prosperitas Financial
California
$263K +$65.1K +1,387 +29%
SPW
2561
Sonoma Private Wealth
California
$263K -$4.41K -94 -1%
KLCM
2562
KG&L Capital Management
Louisiana
$262K -$28.4K -606 -9%
EF
2563
Evanson Financial
Virginia
$262K +$290K +6,184 New
PWMG
2564
Prestige Wealth Management Group
New Jersey
$262K -$20.6K -440 -7%
II
2565
Impact Investors
California
$261K +$289K +6,170 New
CAM
2566
Concorde Asset Management
Michigan
$261K -$7.97K -170 -3%
WCM
2567
Warburton Capital Management
Oklahoma
$260K -$6.47K -138 -2%
SHFP
2568
Second Half Financial Partners
Florida
$260K +$53K +1,130 +23%
RCM
2569
RNC Capital Management
California
$259K – – –
FNWA
2570
Financial Network Wealth Advisors
Utah
$259K -$43.7K -932 -13%
MM
2571
MQS Management
New York
$259K +$287K +6,112 New
ACH
2572
ArrowMark Colorado Holdings
Colorado
$259K – – –
BFA
2573
Beacon Financial Advisory
Ohio
$258K -$895K -19,080 -76%
CWMA
2574
Capstone Wealth Management (Alabama)
Alabama
$258K +$286K +6,103 New
APC
2575
Aspire Private Capital
North Carolina
$258K +$13.1K +279 +5%
101 102
103
104 105