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Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
1051
Portside Wealth Group
Utah
$288K +$320K +1,964 New
AWM
1052
Activest Wealth Management
Florida
$287K -$2.28K -14 -0.7%
BG
1053
Bollard Group
Massachusetts
$284K +$315K +1,937 New
HWM
1054
HighMark Wealth Management
Minnesota
$283K +$1.14K +7 +0.4%
RA
1055
Rockingstone Advisors
Massachusetts
$283K -$6.51K -40 -2%
CT
1056
Chicago Trust
Illinois
$282K -$163K -1,002 -34%
PWM
1057
Perigon Wealth Management
California
$282K -$13.4K -82 -4%
CSPIA
1058
Cary Street Partners Investment Advisory
Virginia
$281K +$12.4K +76 +4%
LHWM
1059
Lake Hills Wealth Management
Texas
$281K -$241K -1,481 -44%
WBG
1060
Wharton Business Group
Pennsylvania
$279K – – –
KP
1061
Keel Point
Alabama
$275K +$2.44K +15 +0.8%
EW
1062
Evoke Wealth
California
$274K +$53.9K +331 +22%
AFA
1063
American Financial Advisors
Georgia
$273K -$97.4K -598 -24%
HWA
1064
HHM Wealth Advisors
Tennessee
$272K +$130K +800 +76%
OWA
1065
Octavia Wealth Advisors
Ohio
$271K +$6.68K +41 +2%
AIA
1066
Aventus Investment Advisors
Florida
$271K +$6.68K +41 +2%
MCC
1067
Money Concepts Capital
Florida
$270K -$15K -92 -5%
HFP
1068
Holistic Financial Partners
Indiana
$270K -$21.8K -134 -7%
CCFM
1069
Clear Creek Financial Management
Washington
$269K +$163 +1 +0.1%
FWM
1070
Focused Wealth Management
New York
$269K -$43.6K -268 -13%
WIM
1071
Wiregrass Investment Management
Georgia
$268K +$298K +1,831 New
SAM
1072
Secure Asset Management
Michigan
$268K – – –
TWM
1073
TCFG Wealth Management
California
$266K +$41.5K +255 +16%
E
1074
Entelevest
Florida
$266K +$295K +1,812 New
MCWS
1075
McKinley Carter Wealth Services
West Virginia
$265K -$2.77K -17 -0.9%
41 42
43
44 45