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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
676
AlphaStar Capital Management
North Carolina
$778K -$530K -3,528 -36%
RWMG
677
Redwood Wealth Management Group
New Jersey
$777K +$62.2K +414 +7%
AWE
678
Avidian Wealth Enterprises
Texas
$773K -$41.8K -278 -4%
RCA
679
Ranch Capital Advisors
Florida
$771K +$3.91K +26 +0.4%
LGF
680
LGT Group Foundation
Liechtenstein
$770K +$149K +990 +19%
MWP
681
Momentum Wealth Planning
Florida
$769K +$130K +868 +16%
UCFA
682
United Capital Financial Advisors
Texas
$769K +$60.6K +403 +7%
GF
683
Gabelli Funds
New York
$765K +$917K +6,100 New
SP
684
Saranac Partners
$762K +$886K +5,896 New
DCU
685
Dara Capital US
Florida
$760K +$27.2K +181 +3%
KFA
686
Kelleher Financial Advisors
New York
$755K – – –
SMH
687
Sanders Morris Harris
Texas
$755K -$1.98M -13,152 -69%
AI
688
AdvisorShares Investments
Maryland
$754K -$6.31K -42 -0.7%
NS
689
NBC Securities
Alabama
$748K -$104K -689 -10%
GWM
690
Geneos Wealth Management
Colorado
$745K -$9.32K -62 -1%
DWT
691
Dorsey & Whitney Trust
South Dakota
$744K +$253K +1,686 +40%
EWM
692
Empirical Wealth Management
Washington
$744K -$23.8K -158 -3%
CCM
693
Cohen Capital Management
California
$743K – – –
LSIA
694
LaSalle St. Investment Advisors
Illinois
$741K +$18.3K +122 +2%
CCA
695
Cygnus Capital Advisors
Georgia
$738K – – –
PIM
696
Plato Investment Management
Australia
$734K +$130K +864 +17%
APWM
697
Argonautica Private Wealth Management
Massachusetts
$727K +$79.8K +531 +10%
SAI
698
Savvy Advisors Inc
New York
$717K -$107K -715 -11%
ASM
699
AI-Squared Management
Hong Kong
$715K +$857K +5,700 New
CPA
700
Capital Performance Advisors
California
$711K +$32.8K +218 +4%
26 27
28
29 30