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Name Holding Trade Value Shares
Change 		Change in
Stake
GHA
3251
Granite Harbor Advisors
Texas
$5.81M +$117K +630 +2%
PWSG
3252
Pacific Wealth Strategies Group
California
$5.81M -$408K -2,186 -7%
CWM
3253
Cahaba Wealth Management
Georgia
$5.81M -$208K -1,118 -4%
RCM
3254
Regency Capital Management
Hawaii
$5.8M -$825K -4,422 -14%
BVC
3255
Bright Valley Capital
Hong Kong
$5.79M +$5.13M +27,500 New
OCPWS
3256
One Charles Private Wealth Services
Massachusetts
$5.79M -$255K -1,370 -5%
HG
3257
Herbst Group
Connecticut
$5.79M -$1.86K -10 -0%
LA
3258
Lifeworks Advisors
Michigan
$5.78M +$554K +2,972 +12%
CG
3259
Cynosure Group
Utah
$5.77M +$203K +1,086 +4%
GDP
3260
Great Diamond Partners
Maine
$5.77M -$296K -1,588 -5%
MS
3261
Marshall & Sullivan
Washington
$5.76M -$22.2K -119 -0.4%
RIM
3262
RW Investment Management
Idaho
$5.76M -$377K -2,020 -7%
APF
3263
Alaska Permanent Fund
Alaska
$5.75M -$41.2K -221 -0.8%
FW
3264
FullCircle Wealth
Texas
$5.74M +$4.9M +26,285 New
AIC
3265
Argus Investors Counsel
New York
$5.71M -$57.4K -308 -1%
PWP
3266
Pursue Wealth Partners
California
$5.71M +$196K +1,049 +4%
NRC
3267
New Republic Capital
North Carolina
$5.71M +$700K +3,752 +16%
PFA
3268
Pinnacle Family Advisors
Missouri
$5.7M -$46.8K -251 -0.9%
BCFS
3269
Butensky & Cohen Financial Security
Florida
$5.7M +$23.3K +125 +0.5%
MCM
3270
Magnolia Capital Management
New York
$5.69M +$49.4K +265 +1%
DI
3271
DDFG Inc
California
$5.69M +$14.7K +79 +0.3%
DCM
3272
Deuterium Capital Management
Florida
$5.69M -$3.36M -18,000 -40%
AWA
3273
Archvest Wealth Advisors
California
$5.68M -$26.7K -143 -0.5%
SFC
3274
SYM Financial Corp
Indiana
$5.67M +$1.13M +6,060 +29%
BDL
3275
Bey-Douglas LLC
Georgia
$5.67M -$337K -1,808 -6%
129 130
131
132 133