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Name Holding Trade Value Shares
Change 		Change in
Stake
TVPW
2351
Third View Private Wealth
Connecticut
$700K +$674K +9,083 New
BWP
2352
Balboa Wealth Partners
Arizona
$699K +$1.93K +26 +0.3%
SDAM
2353
Shulman DeMeo Asset Management
New York
$698K -$3.19K -43 -0.5%
RWMG
2354
Redwood Wealth Management Group
New Jersey
$698K +$594 +8 +0.1%
SFG
2355
Southern Financial Group
Alabama
$698K +$672K +9,057 New
VC
2356
Vicus Capital
Pennsylvania
$697K -$20.9K -282 -3%
OAM
2357
Oxford Asset Management
United Kingdom
$697K +$672K +9,054 New
PPW
2358
Pasadena Private Wealth
California
$697K – – –
CWP
2359
CFM Wealth Partners
Texas
$697K – – –
SSC
2360
Syverson Strege & Co
Iowa
$696K +$14.2K +192 +2%
KFG
2361
Kingdom Financial Group
Arizona
$695K +$208K +2,809 +45%
DDPIC
2362
Deroy & Devereaux Private Investment Counsel
Michigan
$691K +$125K +1,678 +23%
RCM
2363
RB Capital Management
Nevada
$691K +$24.8K +334 +4%
SWM
2364
Segment Wealth Management
Texas
$690K +$74.1K +999 +13%
AWM
2365
Accel Wealth Management
Iowa
$690K +$30.1K +405 +5%
NS
2366
Northland Securities
Minnesota
$690K +$664K +8,953 New
SMC
2367
Smith, Moore & Co
Missouri
$688K -$60.5K -816 -8%
TP
2368
Tranquility Partners
Tennessee
$687K -$20.6K -278 -3%
USB
2369
Union Savings Bank
Connecticut
$687K +$662K +8,919 New
EWM
2370
Edge Wealth Management
New York
$686K -$2.23K -30 -0.3%
QFA
2371
Quantum Financial Advisors
California
$686K +$147K +1,986 +29%
BWP
2372
BSW Wealth Partners
Colorado
$686K +$3.04K +41 +0.5%
GPW
2373
Gentry Private Wealth
Kansas
$685K -$74.3K -1,001 -10%
EWA
2374
Encompass Wealth Advisors
Oregon
$684K +$1.26K +17 +0.2%
XT
2375
XTX Topco
Cayman Islands
$683K -$8.02M -108,117 -92%
93 94
95
96 97