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Name Holding Trade Value Shares
Change 		Change in
Stake
CCAL
2751
City Center Advisors LLC
Michigan
$697K -$42.4K -405 -6%
HWMC
2752
Heritage Wealth Management (California)
California
$696K +$7.22K +69 +1%
GRWP
2753
Green Ridge Wealth Planning
New Jersey
$696K -$80.8K -773 -12%
FWA
2754
Fulcrum Wealth Advisors
Washington
$696K -$47.8K -457 -7%
AWM
2755
Able Wealth Management
New Jersey
$694K +$257K +2,460 +71%
WFS
2756
Widmann Financial Services
Maryland
$693K – – –
PPA
2757
Pacific Point Advisors
California
$693K +$54.9K +525 +10%
MC
2758
Marest Capital
California
$693K -$139K -1,327 -18%
SFG
2759
SageGuard Financial Group
Tennessee
$692K -$32K -306 -5%
CFGA
2760
Cambridge Financial Group (Arizona)
Arizona
$691K +$105 +1 +0%
GBWM
2761
Granite Bay Wealth Management
New Hampshire
$691K +$615K +5,883 New
PFG
2762
Prosperity Financial Group
California
$691K -$63.8K -610 -9%
HCA
2763
Harbour Capital Advisors
Virginia
$690K – – –
FBC
2764
Fairfield, Bush & Co
Connecticut
$690K – – –
CA
2765
Crewe Advisors
Utah
$690K +$222K +2,126 +57%
CAC
2766
Certified Advisory Corp
Florida
$688K +$54.9K +525 +10%
TC
2767
Trust Company
Kansas
$687K -$162K -1,550 -21%
AL
2768
ADE LLC
Maryland
$687K – – –
LGG
2769
Luts & Greenleigh Group
Maryland
$685K -$7.53K -72 -1%
LWM
2770
Lakeridge Wealth Management
Ohio
$685K +$27.5K +263 +5%
PCM
2771
Park Capital Management
Wisconsin
$684K +$170K +1,628 +39%
SWP
2772
Semus Wealth Partners
Florida
$683K +$2.82K +27 +0.5%
CWP
2773
Curated Wealth Partners
California
$683K +$127K +1,214 +26%
BCB
2774
Brian C. Broderick
$681K -$10.5K -100 -2%
HIG
2775
Heritage Investment Group
Florida
$679K +$120K +1,150 +25%
109 110
111
112 113