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Name Holding Trade Value Shares
Change 		Change in
Stake
BCG
2326
BayBridge Capital Group
California
$525K -$86.9K -1,412 -14%
TCM
2327
Tran Capital Management
California
$525K – – –
BFWM
2328
Bright Futures Wealth Management
New York
$523K -$60.9K -990 -9%
WWM
2329
WT Wealth Management
Arizona
$522K -$18.3K -298 -3%
SPWG
2330
Syntegra Private Wealth Group
Missouri
$522K -$29.2K -474 -5%
BRWM
2331
Blue Rock Wealth Management
North Carolina
$520K +$519K +8,435 New
AFTS
2332
American Financial & Tax Strategies
New York
$520K +$2.46K +40 +0.5%
GF
2333
Gimbal Financial
Indiana
$519K -$35.7K -580 -6%
SPF
2334
South Plains Financial
Texas
$519K +$76.3K +1,240 +17%
EB
2335
Exchange Bank
California
$519K -$12.7K -206 -2%
CA
2336
Cornerstone Advisory
Maryland
$518K -$25.7K -418 -5%
CIM
2337
Contravisory Investment Management
Massachusetts
$518K +$739 +12 +0.1%
HA
2338
Huntleigh Advisors
Missouri
$517K +$9.54K +155 +2%
HPM
2339
Hoxton Planning & Management
West Virginia
$516K -$11.5K -187 -2%
HI
2340
Harper Investing
California
$515K -$252K -4,098 -33%
BH
2341
Burk Holdings
Oklahoma
$515K +$514K +8,345 New
RB
2342
Renasant Bank
Mississippi
$515K -$81.5K -1,323 -14%
MPW
2343
Monterey Private Wealth
California
$515K -$8.13K -132 -2%
IA
2344
Intellus Advisors
Florida
$514K +$677 +11 +0.1%
TCA
2345
Trifecta Capital Advisors
Illinois
$512K – – –
CPA
2346
Capital Planning Advisors
California
$512K -$17.1K -277 -3%
III
2347
Independent Investors Inc
New York
$510K +$171K +2,770 +50%
FA
2348
FDx Advisors
Illinois
$510K -$51.2K -832 -9%
SAM
2349
Satovsky Asset Management
New York
$510K +$3.26K +53 +0.6%
GAM
2350
Griffin Asset Management
New York
$510K -$49.1K -798 -9%
92 93
94
95 96