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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1576
Choate Investment Advisors
Massachusetts
$523K +$131K +911 +27%
CWA
1577
Crux Wealth Advisors
California
$522K +$622K +4,320 New
AC
1578
AlphaCore Capital
California
$521K -$49.6K -345 -7%
PPG
1579
Peak Planning Group
Colorado
$521K -$191K -1,325 -24%
IIA
1580
IPG Investment Advisors
California
$520K -$934K -6,494 -60%
NLP
1581
Next Level Private
New York
$517K – – –
BFG
1582
Berger Financial Group
Minnesota
$516K +$41K +285 +7%
OC
1583
Optima Capital
Oregon
$515K +$613K +4,263 New
SWA
1584
Sax Wealth Advisors
New Jersey
$514K +$612K +4,255 New
SCP
1585
Sivia Capital Partners
California
$514K -$29.1K -202 -5%
MWM
1586
MGB Wealth Management
Texas
$514K -$308K -2,140 -34%
LAM
1587
LECAP Asset Management
United Kingdom
$513K -$1M -6,956 -62%
RPWA
1588
Regent Peak Wealth Advisors
Georgia
$513K -$60.1K -418 -9%
OFS
1589
Orrstown Financial Services
Pennsylvania
$513K +$102K +706 +20%
SI
1590
Symmetry Investments
Jersey
$513K -$1.87M -12,977 -75%
PFA
1591
Pure Financial Advisors
California
$512K +$14.5K +101 +2%
TPWA
1592
Twin Peaks Wealth Advisors
California
$511K -$49.1K -341 -7%
BCG
1593
Bravias Capital Group
New Jersey
$510K +$633K +4,396 New
MWM
1594
Modera Wealth Management
New Jersey
$510K +$66.2K +460 +12%
ADL
1595
Asset Dedication LLC
California
$509K -$835K -5,801 -58%
PFP
1596
Paragon Financial Partners
California
$507K – – –
BPC
1597
Bryce Point Capital
New York
$507K +$604K +4,196 New
RWM
1598
Riverbend Wealth Management
South Carolina
$505K +$602K +4,181 New
FFA
1599
Fairfield Financial Advisors
Massachusetts
$504K -$455K -3,165 -43%
BA
1600
Bristlecone Advisors
Washington
$504K -$137K -954 -19%
62 63
64
65 66