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Name Holding Trade Value Shares
Change 		Change in
Stake
CWGL
5276
Cedrus Wealth Group LLC
Minnesota
$1.36M +$1.35M +5,017 New
MA
5277
McGrath & Associates
North Carolina
$1.36M -$33.6K -125 -2%
PIM
5278
Profit Investment Management
Maryland
$1.36M – – –
LG
5279
Lane Generational
Massachusetts
$1.36M +$4.56K +17 +0.3%
BAM
5280
Bayshore Asset Management
Florida
$1.36M +$46.2K +172 +4%
AWA
5281
Asempa Wealth Advisors
Louisiana
$1.35M +$1.34M +4,979 New
TDC
5282
Thompson Davis & Co
Virginia
$1.35M -$14.8K -55 -1%
SWM
5283
Sagace Wealth Management
Florida
$1.35M +$23.9K +89 +2%
DC
5284
Defender Capital
North Carolina
$1.35M +$1.33M +4,953 New
SPIO
5285
Seven Post Investment Office
California
$1.35M – – –
CCM
5286
Cullen Capital Management
New York
$1.34M – – –
YWM
5287
Yukon Wealth Management
Kansas
$1.34M -$24.5M -91,415 -95%
GWMI
5288
Guardian Wealth Management (Illinois)
Illinois
$1.34M -$51K -190 -4%
NWM
5289
Nova Wealth Management
Florida
$1.34M -$73.3K -273 -5%
KFSC
5290
Keystone Financial Services (Colorado)
Colorado
$1.33M +$223K +832 +20%
CA
5291
Chatterton & Associates
California
$1.33M +$1.31M +4,884 New
ADMI
5292
Albert D. Mason Inc
Massachusetts
$1.33M -$27.9K -104 -2%
LKBC
5293
L.K. Benson & Company
Maryland
$1.32M +$308K +1,147 +31%
SF
5294
Seros Financial
Arizona
$1.32M -$17.4K -65 -1%
TFO
5295
Timonier Family Office
North Carolina
$1.32M +$268 +1 +0%
OFG
5296
Opulen Financial Group
Virginia
$1.32M +$84.8K +316 +7%
LIWM
5297
Long Island Wealth Management
New York
$1.32M – – –
ACM
5298
Aurdan Capital Management
Pennsylvania
$1.32M -$317K -1,182 -20%
IWM
5299
IMG Wealth Management
Florida
$1.31M +$189K +703 +17%
HPA
5300
High Probability Advisors
New York
$1.31M -$41.3K -154 -3%
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