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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2501
JGP Wealth Management
Oregon
$897K +$8.38K +45 +0.8%
CV
2502
Counterweight Ventures
North Carolina
$897K -$77.8K -418 -7%
CWAF
2503
Core Wealth Advisors (Florida)
Florida
$895K +$218K +1,173 +28%
PWS
2504
Proactive Wealth Strategies
Georgia
$895K +$9.31K +50 +0.9%
AI
2505
Accredited Investors
Minnesota
$891K +$111K +594 +12%
CCS
2506
Concentric Capital Strategies
Connecticut
$890K -$778K -4,179 -44%
BWA
2507
Basecamp Wealth Advisors
Washington
$889K +$23.1K +124 +2%
CCIA
2508
Cherry Creek Investment Advisors
Colorado
$889K +$15.1K +81 +2%
TF
2509
Tudor Financial
Ohio
$888K +$11.2K +60 +1%
SR
2510
Syntax Research
Florida
$888K +$11.4K +61 +1%
CH
2511
Cromwell Holdings
Wyoming
$888K – – –
UIM
2512
Unified Investment Management
Georgia
$886K – – –
MGI
2513
Miller Global Investments
Texas
$884K – – –
CSI
2514
Cross Staff Investments
New York
$881K – – –
OWA
2515
Octavia Wealth Advisors
Ohio
$879K -$684K -3,674 -41%
KWM
2516
Keebeck Wealth Management
Illinois
$879K -$113K -608 -10%
ATS
2517
Ashton Thomas Securities
New York
$878K -$299K -1,606 -23%
S
2518
Sunpointe
Missouri
$875K -$123K -660 -11%
RIM
2519
Redwood Investment Management
Arizona
$874K +$54.5K +293 +6%
FFC
2520
First Financial Corp
Indiana
$874K +$11.7K +63 +1%
SWP
2521
Strategic Wealth Partners
Ohio
$874K +$931 +5 +0.1%
SI
2522
Severin Investments
Missouri
$868K +$336K +1,807 +53%
CM
2523
CoreCommodity Management
Connecticut
$868K +$974K +5,235 New
SWM
2524
SHP Wealth Management
Massachusetts
$867K +$20.5K +110 +2%
UAML
2525
US Asset Management LLC
Pennsylvania
$867K +$4.84K +26 +0.5%
99 100
101
102 103