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Name Holding Trade Value Shares
Change 		Change in
Stake
FTUS
2301
Flow Traders U.S.
New York
$344K +$363K +8,594 New
S
2302
Sachetta
Massachusetts
$344K -$84.5K -2,004 -19%
AWM
2303
Affinity Wealth Management
Delaware
$343K +$3.38K +80 +0.9%
MCM
2304
MontVue Capital Management
Virginia
$341K +$57.7K +1,367 +19%
PW
2305
PUREfi Wealth
Massachusetts
$340K +$359K +8,508 New
CA
2306
Calton & Associates
Florida
$340K -$838K -19,860 -70%
MAWCM
2307
Mine & Arao Wealth Creation & Management
California
$340K -$33.9K -804 -9%
EPIMS
2308
Evelyn Partners Investment Management Services
$339K +$358K +8,485 New
LA
2309
Lane & Associates
New Jersey
$339K +$7.64K +181 +2%
QC
2310
Quent Capital
New York
$338K +$7.59K +180 +2%
RFA
2311
Rollins Financial Advisors
New York
$338K +$357K +8,451 New
ECM
2312
Exchange Capital Management
Michigan
$338K +$30.6K +725 +9%
MPM
2313
Meritage Portfolio Management
Kansas
$337K +$31.3K +741 +10%
SMA
2314
Seven Mile Advisory
New Jersey
$335K -$7.93K -188 -2%
LFM
2315
LGT Fund Management
Liechtenstein
$334K -$1.77M -42,000 -83%
SWA
2316
SOA Wealth Advisors
New York
$334K +$51.5K +1,221 +17%
YCG
2317
Yeomans Consulting Group
Georgia
$333K -$74.5K -1,767 -17%
DPW
2318
DiNuzzo Private Wealth
Pennsylvania
$333K +$36.2K +857 +11%
SCG
2319
Sonata Capital Group
Washington
$332K – – –
UBP
2320
Union Bancaire Privee
Switzerland
$332K +$366K +8,676 New
CAM
2321
Cozad Asset Management
Illinois
$332K +$6.67K +158 +2%
TFCP
2322
Twin Focus Capital Partners
Massachusetts
$331K +$15.4K +366 +5%
MAWA
2323
Moss Adams Wealth Advisors
Washington
$330K -$24.6K -582 -7%
TCBWMS
2324
Texas Capital Bank Wealth Management Services
Texas
$330K -$1.23M -29,251 -78%
S
2325
SimplyRich
California
$330K – – –
91 92
93
94 95