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Name Holding Trade Value Shares
Change 		Change in
Stake
PSP
1826
Principal Street Partners
Tennessee
$729K +$64.1K +596 +9%
CWM
1827
Centurion Wealth Management
Virginia
$728K – – –
HCMG
1828
Howard Capital Management Group
California
$724K -$18.4K -171 -2%
OPA
1829
Old Port Advisors
Maine
$722K +$6.99K +65 +0.9%
BWG
1830
Beta Wealth Group
California
$720K -$5.3M -49,357 -87%
FWM
1831
Forza Wealth Management
Florida
$719K +$11.8K +110 +2%
PWMG
1832
Prestige Wealth Management Group
New Jersey
$719K -$78.8K -733 -9%
VCA
1833
Verdence Capital Advisors
Maryland
$717K +$24.9K +232 +3%
OBWG
1834
Onyx Bridge Wealth Group
New York
$716K -$40.6K -378 -5%
SIA
1835
Soltis Investment Advisors
Utah
$715K +$69K +642 +10%
PMSA
1836
Patrick M. Sweeney & Associates
Illinois
$714K – – –
PCS
1837
Personal CFO Solutions
New Jersey
$714K +$143K +1,334 +23%
KWA
1838
Kondo Wealth Advisors
California
$714K +$5.05K +47 +0.7%
MFT
1839
Moisand Fitzgerald Tamayo
Florida
$713K +$1.93K +18 +0.2%
GSWM
1840
Golden State Wealth Management
California
$713K +$128K +1,188 +20%
HCP
1841
Hexagon Capital Partners
Arkansas
$709K -$94.8K -882 -11%
DAM
1842
Deltec Asset Management
New York
$706K – – –
CCM
1843
Chiron Capital Management
Florida
$706K -$6.45K -60 -0.8%
GLR
1844
Great Lakes Retirement
Ohio
$706K +$78K +726 +11%
SPF
1845
South Plains Financial
Texas
$705K -$28.2K -262 -4%
OC
1846
Oakworth Capital
Alabama
$702K -$96.5K -898 -11%
HNWAG
1847
High Net Worth Advisory Group
Florida
$701K +$107 +1 +0%
EFL
1848
ERn Financial LLC
Wisconsin
$699K -$50K -465 -6%
WMG
1849
WESCAP Management Group
California
$695K – – –
QC
1850
Quent Capital
New York
$694K -$13K -121 -2%
72 73
74
75 76