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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1701
JGP Wealth Management
Oregon
$928K +$53.7K +111 +7%
LBWM
1702
Left Brain Wealth Management
Illinois
$926K -$7.75K -16 -1%
NF
1703
Nvest Financial
New Hampshire
$921K +$353K +728 +78%
CC
1704
Commons Capital
Massachusetts
$916K +$80.9K +167 +11%
1WA
1705
180 Wealth Advisors
Washington
$913K +$46K +95 +6%
TYCC
1706
Texas Yale Capital Corp
Florida
$912K +$14.5K +30 +2%
DG
1707
DMC Group
Alabama
$912K +$70.7K +146 +10%
SIG
1708
Sargent Investment Group
Maryland
$903K -$52.3K -108 -6%
TPW
1709
Transatlantique Private Wealth
New York
$901K +$460K +950 +139%
MWA
1710
Midland Wealth Advisors
Illinois
$898K -$87.2K -180 -10%
SIA
1711
Strategic Investment Advisors
Michigan
$896K +$484 +1 +0.1%
BFA
1712
Beaumont Financial Advisors
Massachusetts
$894K -$32K -66 -4%
FCB
1713
First County Bank
Connecticut
$890K -$55.2K -114 -7%
MFS
1714
Monetta Financial Services
Illinois
$889K +$48.4K +100 +7%
OP
1715
ORG Partners
Indiana
$889K +$748K +1,544 +3,591%
EFL
1716
ERn Financial LLC
Wisconsin
$888K -$17.9K -37 -2%
AM
1717
AGF Management
Ontario, Canada
$884K -$1.3M -2,680 -63%
CF
1718
Copperwynd Financial
Arizona
$883K -$298K -616 -28%
NC
1719
NovaPoint Capital
Georgia
$882K -$40.2K -83 -5%
FW
1720
FullCircle Wealth
Texas
$878K +$800K +1,653 New
CIS
1721
Capital International Sarl
California
$874K -$1.85M -3,828 -71%
CWP
1722
Concord Wealth Partners
Virginia
$873K +$25.7K +53 +3%
QPW
1723
Quantum Private Wealth
Florida
$868K +$151K +312 +25%
CANC
1724
Culbertson A N & Co
Virginia
$867K – – –
IEFM
1725
IQ EQ Fund Management
Ireland
$865K +$48.9K +101 +7%
67 68
69
70 71