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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2926
Prosperity Wealth Management
California
$2.45M -$579K -4,129 -20%
CWM
2927
Centurion Wealth Management
Virginia
$2.45M +$43.2K +308 +2%
OIA
2928
Optimum Investment Advisors
Illinois
$2.44M +$49.1K +350 +2%
GTAM
2929
Global Trust Asset Management
Florida
$2.44M +$67.4K +481 +3%
XSC
2930
X-Square Capital
Puerto Rico
$2.44M +$543K +3,873 +32%
GWP
2931
Gateway Wealth Partners
Wisconsin
$2.44M -$289K -2,059 -11%
TCBWMS
2932
Texas Capital Bank Wealth Management Services
Texas
$2.44M +$1.45M +10,372 +41%
SPFA
2933
Summit Place Financial Advisors
New Jersey
$2.43M +$1.68K +12 +0.1%
AWA
2934
Alta Wealth Advisors
Massachusetts
$2.43M +$38.7K +276 +2%
SCM
2935
Sage Capital Management
New Jersey
$2.43M +$2.24M +15,975 New
CIG
2936
Cascade Investment Group
Colorado
$2.42M +$54.1K +386 +2%
UCB
2937
United Community Bank
South Carolina
$2.42M +$878K +6,260 +65%
CSA
2938
Cottage Street Advisors
Massachusetts
$2.42M -$168K -1,200 -7%
APW
2939
Aurora Private Wealth
New Jersey
$2.42M +$64.6K +461 +3%
CP
2940
Covenant Partners
Tennessee
$2.41M – – –
CC
2941
Callan Capital
California
$2.41M -$417K -2,977 -16%
MPW
2942
MGO Private Wealth
California
$2.41M -$15K -107 -0.7%
KIG
2943
Kowal Investment Group
Wisconsin
$2.39M +$229K +1,636 +12%
DOA
2944
D'Orazio & Associates
Virginia
$2.39M +$55.8K +398 +3%
RDFA
2945
Ritter Daniher Financial Advisory
Ohio
$2.39M -$86.8K -619 -4%
BOM
2946
Bank of Marin
California
$2.39M -$85.2K -608 -4%
CFG
2947
Carr Financial Group
Massachusetts
$2.39M +$2.24K +16 +0.1%
TCWM
2948
Total Clarity Wealth Management
Illinois
$2.39M +$154K +1,102 +8%
TCG
2949
Transcendent Capital Group
Oklahoma
$2.39M +$2.2M +15,715 New
LCWP
2950
Legacy Capital Wealth Partners
Arkansas
$2.38M -$9.81K -70 -0.4%
116 117
118
119 120