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Name Holding Trade Value Shares
Change 		Change in
Stake
VP
2051
Verum Partners
North Carolina
$489K +$62.5K +1,333 +13%
AWM
2052
Ariadne Wealth Management
California
$486K -$2.63K -56 -0.5%
RC
2053
Reik & Co
New York
$483K – – –
RSWM
2054
Robertson Stephens Wealth Management
California
$481K -$87.5K -1,866 -14%
OL
2055
OneFund LLC
Florida
$481K -$10.6K -227 -2%
DWM
2056
Drive Wealth Management
Utah
$481K +$22.4K +477 +4%
AWA
2057
ARQ Wealth Advisors
Arizona
$480K +$18.8K +400 +4%
CWP
2058
CFM Wealth Partners
Texas
$480K -$97.3K -2,075 -15%
IA
2059
Investor AB
Sweden
$478K – – –
RCI
2060
RS Crum Inc
California
$478K – – –
MBWA
2061
Marin Bay Wealth Advisors
California
$477K -$51.2K -1,092 -9%
OCM
2062
One Capital Management
California
$477K – – –
KIA
2063
Kraematon Investment Advisors
Massachusetts
$476K +$3.8K +81 +0.7%
CFG
2064
Cooper Financial Group
California
$476K +$30K +639 +6%
AAG
2065
Asset Advisory Group
New Jersey
$475K – – –
CFA
2066
Cahill Financial Advisors
Minnesota
$475K -$9.62K -205 -2%
CAM
2067
Campion Asset Management
Virginia
$475K +$2.86K +61 +0.5%
GWANC
2068
Guardian Wealth Advisors (North Carolina)
North Carolina
$475K -$13.6K -290 -3%
ONSWM
2069
Old North State Wealth Management
North Carolina
$474K -$1.95M -41,510 -79%
BFO
2070
Biltmore Family Office
North Carolina
$473K -$12.4K -265 -2%
GRR
2071
Golden Reserve Retirement
Ohio
$473K +$524K +11,175 New
LA
2072
LexAurum Advisors
Kansas
$473K -$6.57K -140 -1%
KA
2073
Kooman & Associates
Pennsylvania
$472K +$18.9K +403 +4%
MAWA
2074
Moss Adams Wealth Advisors
Washington
$471K -$29K -619 -5%
DA
2075
Dover Advisors
Virginia
$469K -$195K -4,153 -27%
81 82
83
84 85