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Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1126
Beacon Financial Group
Texas
$778K +$236K +1,132 +39%
PAMG
1127
Patton Albertson Miller Group
Tennessee
$777K – – –
LOIM
1128
Liberty One Investment Management
Illinois
$776K -$52.2K -250 -6%
HCM
1129
Hollencrest Capital Management
California
$773K +$20.9K +100 +3%
ANRIA
1130
American National Registered Investment Advisor
Texas
$772K -$12.5K -60 -1%
CF
1131
Centaurus Financial
California
$771K +$137K +655 +20%
MSAM
1132
Moloney Securities Asset Management
Missouri
$771K +$334K +1,599 +68%
BWP
1133
Baldwin Wealth Partners
Massachusetts
$770K -$56.4K -270 -6%
WC
1134
Woodstock Corp
Massachusetts
$765K – – –
X
1135
Xponance
Pennsylvania
$765K +$822K +3,937 New
CBFP
1136
Cedar Brook Financial Partners
Ohio
$763K +$10.4K +50 +1%
FIM
1137
Freedom Investment Management
Connecticut
$763K +$71.8K +344 +11%
AFG
1138
Albion Financial Group
Utah
$755K – – –
TFA
1139
Toth Financial Advisory
Virginia
$755K +$427K +2,045 +111%
FFG
1140
Frisch Financial Group
New York
$751K -$710K -3,400 -47%
BRG
1141
Bay Rivers Group
Virginia
$751K -$8.56K -41 -1%
VVP
1142
Venture Visionary Partners
Ohio
$751K +$77.4K +371 +11%
LSPW
1143
Lake Street Private Wealth
Illinois
$751K +$140K +670 +21%
IF
1144
IRON Financial
Illinois
$750K +$197K +943 +32%
TW
1145
TrinityPoint Wealth
Connecticut
$749K -$13.4K -64 -2%
AFC
1146
AFT Forsyth & Company
Florida
$748K -$44.9K -215 -5%
SCP
1147
Shorepoint Capital Partners
Massachusetts
$740K -$17.5K -84 -2%
EW
1148
Evoke Wealth
California
$734K -$258K -1,235 -25%
LOPW
1149
Live Oak Private Wealth
North Carolina
$728K +$180K +862 +30%
WBG
1150
Wharton Business Group
Pennsylvania
$727K +$118K +563 +18%
44 45
46
47 48