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Name Holding Trade Value Shares
Change 		Change in
Stake
BFWA
2301
Benchmark Financial Wealth Advisors
Florida
$345K +$44K +1,043 +14%
DSC
2302
Duncker Streett & Co
Missouri
$345K -$12.2K -290 -3%
FTUS
2303
Flow Traders U.S.
New York
$344K +$363K +8,594 New
S
2304
Sachetta
Massachusetts
$344K -$84.5K -2,004 -19%
AWM
2305
Affinity Wealth Management
Delaware
$343K +$3.38K +80 +0.9%
MCM
2306
MontVue Capital Management
Virginia
$341K +$57.7K +1,367 +19%
PW
2307
PUREfi Wealth
Massachusetts
$340K +$359K +8,508 New
CA
2308
Calton & Associates
Florida
$340K -$838K -19,860 -70%
MAWCM
2309
Mine & Arao Wealth Creation & Management
California
$340K -$33.9K -804 -9%
EPIMS
2310
Evelyn Partners Investment Management Services
$339K +$358K +8,485 New
LA
2311
Lane & Associates
New Jersey
$339K +$7.64K +181 +2%
QC
2312
Quent Capital
New York
$338K +$7.59K +180 +2%
RFA
2313
Rollins Financial Advisors
New York
$338K +$357K +8,451 New
ECM
2314
Exchange Capital Management
Michigan
$338K +$30.6K +725 +9%
MPM
2315
Meritage Portfolio Management
Kansas
$337K +$31.3K +741 +10%
SMA
2316
Seven Mile Advisory
New Jersey
$335K -$7.93K -188 -2%
LFM
2317
LGT Fund Management
Liechtenstein
$334K -$1.77M -42,000 -83%
SWA
2318
SOA Wealth Advisors
New York
$334K +$51.5K +1,221 +17%
YCG
2319
Yeomans Consulting Group
Georgia
$333K -$74.5K -1,767 -17%
DPW
2320
DiNuzzo Private Wealth
Pennsylvania
$333K +$36.2K +857 +11%
SCG
2321
Sonata Capital Group
Washington
$332K – – –
UBP
2322
Union Bancaire Privee
Switzerland
$332K +$366K +8,676 New
CAM
2323
Cozad Asset Management
Illinois
$332K +$6.67K +158 +2%
TFCP
2324
Twin Focus Capital Partners
Massachusetts
$331K +$15.4K +366 +5%
MAWA
2325
Moss Adams Wealth Advisors
Washington
$330K -$24.6K -582 -7%
91 92
93
94 95