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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
776
Farther Finance Advisors
California
$356K -$39.2K -448 -9%
DCM
777
Dimension Capital Management
Florida
$355K -$5.86K -67 -2%
CGPCS
778
Capital Group Private Client Services
California
$354K – – –
T
779
TRUADVICE
Florida
$351K +$310K +3,537 New
CSPIA
780
Cary Street Partners Investment Advisory
Virginia
$351K +$270K +3,085 +275%
AC
781
Avestar Capital
New York
$349K +$38.8K +443 +12%
SFP
782
Sandbox Financial Partners
Maryland
$347K – – –
EWM
783
Echo Wealth Management
Minnesota
$347K -$23.5K -268 -7%
TA
784
Tiedemann Advisors
New York
$346K +$14.4K +165 +4%
MWA
785
Moser Wealth Advisors
Washington
$343K +$360K +4,116 New
GSEP
786
Golden State Equity Partners
California
$342K +$360K +4,109 New
PCIA
787
Prime Capital Investment Advisors
Kansas
$342K -$1.45M -16,622 -80%
WP
788
WealthPLAN Partners
Nebraska
$341K -$1.4K -16 -0.4%
EGM
789
Engineers Gate Manager
New York
$340K +$357K +4,082 New
AWS
790
AJ Wealth Strategies
New York
$335K -$134K -1,536 -28%
MFG
791
Merit Financial Group
Georgia
$333K -$3.33K -38 -0.9%
ICG
792
InterOcean Capital Group
Tennessee
$330K +$57.2K +653 +20%
KFA
793
Kelleher Financial Advisors
New York
$325K – – –
BP
794
BBR Partners
New York
$324K +$788 +9 +0.2%
SAM
795
Sycomore Asset Management
France
$321K +$96.3K +1,100 +41%
CPIG
796
Chicago Partners Investment Group
Illinois
$321K +$60.4K +690 +26%
WPW
797
Warther Private Wealth
Ohio
$319K +$335K +3,830 New
LFAS
798
Level Four Advisory Services
Texas
$317K -$75K -857 -18%
VVP
799
Venture Visionary Partners
Ohio
$317K +$41.6K +475 +14%
WC
800
Woodstock Corp
Massachusetts
$317K -$700 -8 -0.2%
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