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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2651
Sanctuary Wealth Management
Idaho
$432K +$455K +3,148 New
DI
2652
DFPG Investments
Utah
$430K +$87K +602 +22%
CWA
2653
CJM Wealth Advisers
Virginia
$430K -$14.3K -99 -3%
LAM
2654
L2 Asset Management
Massachusetts
$427K +$72.4K +501 +19%
CC
2655
Callan Capital
California
$426K -$83.6K -578 -16%
AWM
2656
Accurate Wealth Management
Florida
$426K +$43.1K +298 +11%
GB
2657
Goepper Burkhardt
South Carolina
$426K +$113K +779 +33%
VLC
2658
Van Leeuwen & Company
New Jersey
$425K -$434 -3 -0.1%
SEP
2659
Southland Equity Partners
Missouri
$425K -$13.4K -93 -3%
TWM
2660
Titus Wealth Management
California
$424K +$52.9K +366 +13%
SSCA
2661
South Shore Capital Advisors
Massachusetts
$424K +$188K +1,300 +73%
ECG
2662
EPIQ Capital Group
California
$423K – – –
IDBONY
2663
Israel Discount Bank of New York
New York
$423K +$20.7K +143 +5%
OCPWS
2664
One Charles Private Wealth Services
Massachusetts
$421K +$1.45K +10 +0.3%
NWA
2665
Navis Wealth Advisors
New York
$421K +$444K +3,069 New
SCG
2666
Sonata Capital Group
Washington
$420K – – –
PCMC
2667
Private Capital Management (Colorado)
Colorado
$419K -$7.52K -52 -2%
TA
2668
TruWealth Advisors
Louisiana
$418K -$87.5K -605 -17%
FA
2669
Fermata Advisors
California
$417K +$24K +166 +6%
RCWM
2670
Royal Capital Wealth Management
Indiana
$417K +$43.4K +300 +11%
NWM
2671
NEIRG Wealth Management
Massachusetts
$417K +$88.9K +615 +25%
SFI
2672
SPC Financial Inc
Maryland
$415K -$152K -1,050 -26%
KOC
2673
Koss-Olinger Consulting
Florida
$413K +$15.5K +107 +4%
CFA
2674
Capstone Financial Advisors
Illinois
$413K +$16.5K +114 +4%
NRI
2675
NFP Retirement Inc
California
$413K +$435K +3,008 New
105 106
107
108 109