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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
2826
Summit Wealth Partners
Florida
$631K +$2.61K +14 +0.4%
AFO
2827
Arrowroot Family Office
California
$630K +$14.7K +79 +2%
CPCM
2828
Cardinal Point Capital Management
Ontario, Canada
$630K +$46.5K +250 +7%
GPWM
2829
Grant Private Wealth Management
California
$630K +$79.3K +426 +13%
MSWM
2830
McGlone Suttner Wealth Management
Wisconsin
$630K +$1.68K +9 +0.2%
SWA
2831
SOA Wealth Advisors
New York
$630K -$11.2K -60 -2%
AWM
2832
Avondale Wealth Management
Texas
$629K – – –
JKA
2833
Jones Kertz & Associates
Minnesota
$629K -$9.31K -50 -1%
HIC
2834
Hamrick Investment Counsel
Washington
$627K -$429K -2,304 -38%
NFG
2835
Northbridge Financial Group
Florida
$626K +$56.4K +303 +9%
RCP
2836
Rothschild Capital Partners
New York
$625K +$186 +1 +0%
CCA
2837
Cottonwood Capital Advisors
Utah
$624K +$1.3K +7 +0.2%
TFS
2838
Targeted Financial Services
Florida
$624K +$90.5K +486 +15%
PAM
2839
PCG Asset Management
New Jersey
$623K -$23.8K -128 -3%
OIM
2840
Opus Investment Management
Massachusetts
$622K – – –
OWCM
2841
One Wealth Capital Management
Arizona
$622K +$367K +1,974 +111%
WF
2842
Wayfinding Financial
Washington
$620K -$21.2K -114 -3%
GWM
2843
Gilpin Wealth Management
Colorado
$620K -$4.65K -25 -0.7%
PW
2844
PUREfi Wealth
Massachusetts
$619K +$38K +204 +6%
AFG
2845
Artesa Financial Group
Texas
$619K -$931 -5 -0.1%
JWWM
2846
Johnson & White Wealth Management
Pennsylvania
$617K +$15.8K +85 +2%
AAA
2847
American Alpha Advisors
New York
$616K +$3.72K +20 +0.5%
SWMP
2848
Signature Wealth Management Partners
New Jersey
$615K -$5.4K -29 -0.8%
LA
2849
LM Advisors
California
$615K +$498K +2,673 +262%
IF
2850
Integrity Financial
Wyoming
$614K +$1.86K +10 +0.3%
112 113
114
115 116