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Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
2501
Opes Wealth Management
California
$424K +$6.16K +100 +1%
PNAA
2502
Pictet North America Advisors
Switzerland
$424K -$15.5K -251 -4%
BA
2503
Bristlecone Advisors
Washington
$422K -$85.2K -1,384 -17%
MHR
2504
Matthew Hamilton Rosenberg
$422K +$10.3K +168 +3%
VAS
2505
Valicenti Advisory Services
New York
$421K +$18.2K +295 +5%
CWMK
2506
Caliber Wealth Management (Kansas)
Kansas
$420K +$419K +6,813 New
CB
2507
Centennial Bank
Arkansas
$420K -$37.9K -616 -8%
NEPPG
2508
New England Professional Planning Group
Rhode Island
$420K -$12.3K -200 -3%
FWP
2509
Firethorn Wealth Partners
Georgia
$419K +$20.4K +331 +5%
SMH
2510
Sanders Morris Harris
Texas
$419K – – –
RWM
2511
RKL Wealth Management
Pennsylvania
$418K +$99.8K +1,621 +31%
IWN
2512
Independent Wealth Network
Iowa
$418K -$146K -2,372 -26%
BFF
2513
Byrne Financial Freedom
Massachusetts
$418K +$39.2K +636 +10%
TPW
2514
Transatlantique Private Wealth
New York
$418K +$3.02K +49 +0.7%
MAG
2515
MRA Advisory Group
New Jersey
$417K +$48.5K +787 +13%
VFA
2516
Voya Financial Advisors
Connecticut
$417K -$29.7K -483 -7%
TCM
2517
Towercrest Capital Management
Pennsylvania
$417K -$53.6K -870 -11%
BI
2518
Bolthouse Investments
California
$416K – – –
MAWCM
2519
Mine & Arao Wealth Creation & Management
California
$415K -$10.8K -175 -3%
MCCP
2520
Mission Creek Capital Partners
California
$415K -$61.9K -1,006 -11%
AAA
2521
American Alpha Advisors
New York
$414K +$413K +6,703 New
LEA
2522
Legacy Edge Advisors
New York
$411K -$1.91K -31 -0.5%
GPWM
2523
Grant Private Wealth Management
California
$411K +$34.1K +554 +9%
FG
2524
Foster Group
Iowa
$411K +$131K +2,130 +47%
TWM
2525
Topsail Wealth Management
North Carolina
$410K +$63.1K +1,025 +18%
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101
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