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Name Holding Trade Value Shares
Change 		Change in
Stake
CNWM
1101
Clay Northam Wealth Management
California
$320K +$205K +445 New
BFA
1102
Beaumont Financial Advisors
Massachusetts
$319K +$205K +444 New
GS
1103
GWN Securities
Florida
$318K +$204K +442 New
SFM
1104
Signet Financial Management
New Jersey
$315K +$202K +439 New
FG
1105
Foster Group
Iowa
$313K +$201K +435 New
SMA
1106
Sage Mountain Advisors
Georgia
$311K +$200K +433 New
BBHC
1107
Brown Brothers Harriman & Co
New York
$310K +$135K +293 +211%
WWM
1108
Western Wealth Management
Colorado
$310K +$199K +431 New
SVWAG
1109
Sound View Wealth Advisors Group
Georgia
$308K -$88.5K -192 -31%
APG
1110
Abacus Planning Group
South Carolina
$308K +$197K +428 New
MPWT
1111
MassMutual Private Wealth & Trust
Connecticut
$307K +$53K +115 +37%
DW30
1112
Drucker Wealth 3.0
New Jersey
$306K +$196K +426 New
SW
1113
SteelPeak Wealth
California
$305K -$1.86M -4,028 -90%
TCM
1114
TABR Capital Management
California
$304K +$197K +427 New
FFA
1115
Founders Financial Alliance
North Carolina
$303K +$195K +422 New
JWM
1116
JGP Wealth Management
Oregon
$302K +$204K +442 New
RG
1117
Rathbones Group
United Kingdom
$300K -$101K -219 -34%
CGL
1118
Clarius Group LLC
Washington
$299K +$192K +416 New
OL
1119
Owen LaRue
Kentucky
$298K +$191K +415 New
CSPIA
1120
Cary Street Partners Investment Advisory
Virginia
$296K +$190K +412 New
WFA
1121
WMG Financial Advisors
Tennessee
$296K +$190K +412 New
AUB
1122
Atlantic Union Bankshares
Virginia
$294K +$46.1K +100 +32%
AGC
1123
Aspen Grove Capital
Colorado
$293K +$188K +408 New
PFM
1124
Patton Fund Management
Texas
$293K +$188K +408 New
PCP
1125
Proficio Capital Partners
Massachusetts
$292K -$398K -864 -68%
43 44
45
46 47