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Name Holding Trade Value Shares
Change 		Change in
Stake
GL
1201
Graypoint LLC
New York
$541K +$221K +1,855 +60%
WWM
1202
Wolff Wiese Magana
California
$539K -$106K -889 -15%
STA
1203
Summit Trail Advisors
New York
$537K +$356K +2,982 +155%
CAMG
1204
CWA Asset Management Group
Florida
$530K +$122K +1,025 +27%
CF
1205
Cantor Fitzgerald
New York
$530K +$579K +4,849 New
WPC
1206
Wedmont Private Capital
Pennsylvania
$529K +$61.7K +517 +12%
NP
1207
NorthRock Partners
Minnesota
$528K +$116K +969 +25%
CCA
1208
Childress Capital Advisors
Texas
$528K +$201K +1,683 +53%
AIC
1209
Archer Investment Corporation
Indiana
$528K +$569K +4,769 +8,516%
BOS
1210
Bank of Stockton
California
$524K -$59.7K -500 -9%
OPWM
1211
Oxinas Partners Wealth Management
Indiana
$524K -$239 -2 -0%
PA
1212
Probity Advisors
Texas
$524K +$50.4K +422 +10%
IWA
1213
IVC Wealth Advisors
Pennsylvania
$522K +$570K +4,773 New
OL
1214
Optas LLC
Texas
$521K +$55.4K +464 +11%
UAML
1215
US Asset Management LLC
Pennsylvania
$521K +$61.2K +513 +12%
WA1
1216
Wimmer Associates 1
California
$521K +$569K +4,766 New
SMFG
1217
Sumitomo Mitsui Financial Group
Japan
$520K -$923K -7,733 -64%
GM
1218
GeoWealth Management
Illinois
$519K +$93.8K +786 +20%
SCA
1219
Sandy Cove Advisors
Massachusetts
$518K +$17.4K +146 +3%
LWM
1220
Laidlaw Wealth Management
New York
$518K +$205K +1,720 +57%
MAC
1221
Mason & Associates (California)
California
$518K +$276K +2,312 +95%
SFG
1222
Synergy Financial Group
California
$515K +$563K +4,713 New
AWM
1223
Adams Wealth Management
Utah
$514K +$29.6K +248 +6%
CA
1224
Clearstead Advisors
Ohio
$513K +$69.8K +585 +14%
ECA
1225
Elevated Capital Advisors
Utah
$511K +$558K +4,675 New
47 48
49
50 51