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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1676
Prestige Wealth Management Group
New Jersey
$822K -$75.7K -1,795 -8%
WIM
1677
Waverton Investment Management
United Kingdom
$820K -$74.5K -1,766 -8%
EI
1678
Ellevest Inc
New York
$819K -$8.56K -203 -1%
LA
1679
Lifeworks Advisors
Michigan
$818K -$30.5K -724 -3%
HWP
1680
Highline Wealth Partners
California
$817K +$1.6K +38 +0.2%
CAMV
1681
Concord Asset Management (Virginia)
Virginia
$817K +$110K +2,599 +15%
SFM
1682
Signet Financial Management
New Jersey
$816K -$1.4M -33,261 -62%
NFSG
1683
Newbridge Financial Services Group
Florida
$816K +$164K +3,880 +23%
ACS
1684
Archford Capital Strategies
Illinois
$816K -$18.2K -432 -2%
V
1685
VeraBank
Texas
$816K -$5.36K -127 -0.6%
ECM
1686
Eisler Capital Management
United Kingdom
$816K +$855K +20,272 New
EFMC
1687
Empire Financial Management Company
New York
$815K – – –
FRM
1688
Fox Run Management
Connecticut
$815K +$325K +7,702 +61%
CFO
1689
Callan Family Office
Pennsylvania
$815K +$860K +20,376 New
SFS
1690
Solitude Financial Services
Virginia
$814K -$321K -7,600 -27%
LJAC
1691
L.J. Altfest & Co
New York
$813K +$44K +1,042 +5%
SDH
1692
Sloy Dahl & Holst
Washington
$809K -$68.8K -1,632 -7%
AWM
1693
Aviso Wealth Management
Washington
$808K +$158K +3,753 +23%
AWA
1694
AGH Wealth Advisors
Kansas
$803K +$847K +20,084 New
CWS
1695
Cypress Wealth Services
California
$800K +$66.4K +1,573 +9%
NIM
1696
Needham Investment Management
New York
$800K – – –
CCP
1697
Cassia Capital Partners
North Carolina
$800K +$276K +6,533 +49%
FWP
1698
FAS Wealth Partners
Kansas
$798K -$22.1K -523 -3%
JWM
1699
JGP Wealth Management
Oregon
$798K -$6.29K -149 -0.7%
CWA
1700
Centennial Wealth Advisory
Michigan
$798K +$103K +2,442 +14%
66 67
68
69 70