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Name Holding Trade Value Shares
Change 		Change in
Stake
CCMI
3001
Creative Capital Management Investments
California
$924K +$1.09M +11,001 New
AWG
3002
Altus Wealth Group
Colorado
$923K +$1.05M +10,597 +2,669%
SWA
3003
Sax Wealth Advisors
New Jersey
$922K -$378K -3,826 -26%
RCG
3004
Rock Creek Group
District of Columbia
$921K -$91.8K -929 -8%
BI
3005
Ballast Inc
Kentucky
$921K -$69.6K -705 -6%
FPB
3006
First PREMIER Bank
South Dakota
$920K +$71.1K +720 +7%
WFA
3007
WMG Financial Advisors
Tennessee
$918K -$119K -1,204 -10%
SFG
3008
Sovereign Financial Group
Connecticut
$917K +$142K +1,438 +15%
WFA
3009
Wellspring Financial Advisors
Ohio
$917K +$55.7K +564 +5%
CC
3010
Cadinha & Co
Hawaii
$917K +$90K +911 +9%
LD
3011
Lipe & Dalton
New York
$916K +$54.3K +550 +5%
ICP
3012
Interchange Capital Partners
Pennsylvania
$915K +$71.9K +728 +7%
PGH
3013
Partners Group Holding
Switzerland
$915K +$58.4K +591 +6%
MA
3014
MKT Advisors
California
$914K +$82.8K +838 +10%
FFG
3015
Ford Financial Group
California
$914K -$19.5K -197 -2%
SF
3016
SBK Financial
Virginia
$914K – – –
PWP
3017
Pursue Wealth Partners
California
$909K -$1.59M -16,093 -60%
MAM
3018
Marotta Asset Management
Virginia
$908K +$124K +1,256 +13%
RWA
3019
Redhawk Wealth Advisors
Minnesota
$908K +$16K +162 +2%
ODG
3020
O'Dell Group
Ohio
$908K +$90.2K +913 +9%
CP
3021
Cumberland Partners
Ontario, Canada
$907K -$420K -4,250 -28%
TWM
3022
Thrive Wealth Management
Pennsylvania
$905K -$69.6K -705 -6%
PWM
3023
Palumbo Wealth Management
New York
$905K +$39.1K +396 +4%
FOA
3024
Five Oceans Advisors
California
$905K -$125K -1,269 -11%
WPW
3025
Warther Private Wealth
Ohio
$904K -$709K -7,180 -40%
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