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Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1126
Crestwood Advisors Group
Massachusetts
$235K +$172K +1,315 New
DCM
1127
Dimension Capital Management
Florida
$235K -$247K -1,886 -59%
WKSWA
1128
White Knight Strategic Wealth Advisors
New Jersey
$235K +$172K +1,313 New
CA
1129
CoreCap Advisors
Michigan
$234K -$7.73K -59 -4%
PPH
1130
Pure Portfolios Holdings
Oregon
$234K +$171K +1,308 New
NWM
1131
Napa Wealth Management
California
$234K +$171K +1,307 New
DT
1132
Diversified Trust
Tennessee
$233K +$171K +1,305 New
GAM
1133
Griffin Asset Management
New York
$232K +$170K +1,300 New
IA
1134
IFG Advisory
Georgia
$232K -$226K -1,724 -57%
TYCC
1135
Texas Yale Capital Corp
Florida
$232K +$170K +1,298 New
EWM
1136
EPG Wealth Management
Georgia
$230K +$169K +1,287 New
PFM
1137
Peak Financial Management
Massachusetts
$229K +$168K +1,280 New
MSFS
1138
Main Street Financial Solutions
Pennsylvania
$228K +$167K +1,275 New
PP
1139
Patten & Patten
Tennessee
$226K +$166K +1,267 New
CGL
1140
Clarius Group LLC
Washington
$226K +$166K +1,266 New
PTP
1141
Platform Technology Partners
New York
$225K +$165K +1,256 New
HI
1142
Hudock Inc
Pennsylvania
$222K +$163K +1,244 New
CBA
1143
Coastal Bridge Advisors
Connecticut
$222K +$163K +1,242 New
AFPL
1144
Advus Financial Partners, LLC
Florida
$221K +$162K +1,234 New
CFP
1145
Cascade Financial Partners
California
$219K +$161K +1,227 New
BC
1146
Bridgefront Capital
Texas
$219K -$73.9K -564 -32%
EPA
1147
Element Pointe Advisors
Florida
$218K +$160K +1,222 New
GSWM
1148
Golden State Wealth Management
California
$218K +$84.5K +645 +112%
TSS
1149
Two Sigma Securities
New York
$215K -$407K -3,104 -72%
NWMP
1150
Noble Wealth Management PBC
Colorado
$214K +$157K +1,200 New
44 45
46
47 48