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Name Holding Trade Value Shares
Change 		Change in
Stake
CWMU
1326
Caliber Wealth Management (Utah)
Utah
$532K -$1.01M -4,553 -66%
CCP
1327
Corient Capital Partners
California
$531K +$224K +1,007 +75%
CIAS
1328
Capital Investment Advisory Services
North Carolina
$525K +$27.1K +122 +6%
BMCM
1329
Black Maple Capital Management
Wisconsin
$522K +$200K +900 +64%
EP
1330
Elkhorn Partners
Nebraska
$522K +$422K +1,900 +475%
BFA
1331
Beaumont Financial Advisors
Massachusetts
$520K – – –
KFA
1332
Kelleher Financial Advisors
New York
$517K – – –
CMO
1333
Covenant Multifamily Offices
Texas
$514K +$185K +834 +58%
GT
1334
Glenview Trust
Kentucky
$508K +$33.5K +151 +7%
GFS
1335
GYL Financial Synergies
Connecticut
$505K -$96.6K -435 -16%
BWA
1336
BDO Wealth Advisors
Florida
$504K -$23.8K -107 -5%
CWP
1337
Curated Wealth Partners
California
$501K -$11.1K -50 -2%
RIM
1338
Rockbridge Investment Management
New York
$501K – – –
IRC
1339
Investors Research Corp
Georgia
$499K – – –
NIM
1340
NuWave Investment Management
New Jersey
$499K +$51.3K +231 +12%
BWA
1341
Bordeaux Wealth Advisors
California
$499K +$489K +2,200 New
OCM
1342
Orion Capital Management
California
$497K – – –
FFS
1343
Founders Financial Securities
Maryland
$497K +$101K +454 +26%
CP
1344
Covenant Partners
Tennessee
$494K -$18.9K -85 -4%
OIM
1345
Oder Investment Management
California
$490K -$44.9K -202 -9%
VNA
1346
Valley National Advisers
Pennsylvania
$487K +$397K +1,789 +497%
DIA
1347
Dana Investment Advisors
Wisconsin
$486K -$48.9K -220 -9%
ACWM
1348
Adams Chetwood Wealth Management
North Carolina
$486K +$10K +45 +2%
AWE
1349
Avidian Wealth Enterprises
Texas
$485K -$120K -542 -20%
WAM
1350
Weatherly Asset Management
California
$484K – – –
52 53
54
55 56