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Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
1151
Premier Path Wealth Partners
New Jersey
$926K +$38.6K +326 +4%
DT
1152
DV Trading
Illinois
$915K -$50.4K -425 -5%
MG
1153
Marex Group
$913K -$3.18M -26,811 -75%
PA
1154
Probity Advisors
Texas
$911K -$14.6K -123 -1%
CFP
1155
Catalyst Financial Partners
Massachusetts
$910K -$324K -2,730 -24%
TWM
1156
Tanager Wealth Management
United Kingdom
$909K +$20.4K +172 +2%
OCM
1157
Orleans Capital Management
Louisiana
$905K -$293K -2,470 -22%
GWCM
1158
Godshalk Welsh Capital Management
Pennsylvania
$902K – – –
PAS
1159
PKS Advisory Services
New York
$901K +$1.03M +8,670 New
BAM
1160
Belpointe Asset Management
Nevada
$901K -$117K -989 -10%
RCM
1161
Requisite Capital Management
Texas
$897K -$356 -3 -0%
HIC
1162
Holderness Investments Company
North Carolina
$896K -$8.06K -68 -0.8%
NIG
1163
NFJ Investment Group
Texas
$895K – – –
PWP
1164
Private Wealth Partners
California
$894K -$11.9K -100 -1%
DBIA
1165
Dumont & Blake Investment Advisors
New Jersey
$893K -$73.7K -622 -7%
MP
1166
McDonald Partners
Ohio
$890K -$4.16M -35,140 -80%
RBC
1167
Romano Brothers & Co
Illinois
$881K -$35.6K -300 -3%
CIC
1168
Crawford Investment Counsel
Georgia
$875K +$33.3K +281 +3%
AIM
1169
Allen Investment Management
New York
$875K – – –
PWP
1170
Precedent Wealth Partners
Texas
$873K -$8.77K -74 -0.9%
CTC
1171
Cetera Trust Company
Minnesota
$870K +$17.8K +150 +2%
CWP
1172
CFM Wealth Partners
Texas
$868K -$43.9K -370 -4%
LCM
1173
Lionhunter Capital Management
New York
$864K +$985K +8,307 New
RG
1174
Rathbones Group
United Kingdom
$863K -$18.4K -155 -2%
SB
1175
Strategic Blueprint
Georgia
$863K +$70.4K +594 +8%
45 46
47
48 49