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Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
676
MGO One Seven
Ohio
$783K +$24.1K +160 +3%
ACM
677
AlphaStar Capital Management
North Carolina
$778K -$530K -3,528 -36%
RWMG
678
Redwood Wealth Management Group
New Jersey
$777K +$62.2K +414 +7%
AWE
679
Avidian Wealth Enterprises
Texas
$773K -$41.8K -278 -4%
RCA
680
Ranch Capital Advisors
Florida
$771K +$3.91K +26 +0.4%
LGF
681
LGT Group Foundation
Liechtenstein
$770K +$149K +990 +19%
MWP
682
Momentum Wealth Planning
Florida
$769K +$130K +868 +16%
UCFA
683
United Capital Financial Advisors
Texas
$769K +$60.6K +403 +7%
GF
684
Gabelli Funds
New York
$765K +$917K +6,100 New
SP
685
Saranac Partners
$762K +$886K +5,896 New
DCU
686
Dara Capital US
Florida
$760K +$27.2K +181 +3%
KFA
687
Kelleher Financial Advisors
New York
$755K – – –
SMH
688
Sanders Morris Harris
Texas
$755K -$1.98M -13,152 -69%
AI
689
AdvisorShares Investments
Maryland
$754K -$6.31K -42 -0.7%
NS
690
NBC Securities
Alabama
$748K -$104K -689 -10%
GWM
691
Geneos Wealth Management
Colorado
$745K -$9.32K -62 -1%
DWT
692
Dorsey & Whitney Trust
South Dakota
$744K +$253K +1,686 +40%
EWM
693
Empirical Wealth Management
Washington
$744K -$23.8K -158 -3%
CCM
694
Cohen Capital Management
California
$743K – – –
LSIA
695
LaSalle St. Investment Advisors
Illinois
$741K +$18.3K +122 +2%
CCA
696
Cygnus Capital Advisors
Georgia
$738K – – –
PIM
697
Plato Investment Management
Australia
$734K +$130K +864 +17%
APWM
698
Argonautica Private Wealth Management
Massachusetts
$727K +$79.8K +531 +10%
SAI
699
Savvy Advisors Inc
New York
$717K -$107K -715 -11%
ASM
700
AI-Squared Management
Hong Kong
$715K +$857K +5,700 New
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29 30