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Name Holding Trade Value Shares
Change 		Change in
Stake
HNWAG
1851
High Net Worth Advisory Group
Florida
$791K +$243K +2,315 +48%
SFG
1852
Shum Financial Group
California
$791K -$31.9K -304 -4%
SMA
1853
Sage Mountain Advisors
Georgia
$786K +$119K +1,134 +19%
WMG
1854
WESCAP Management Group
California
$784K – – –
IF
1855
Intrua Financial
Texas
$784K +$147K +1,400 +25%
VCA
1856
Verdence Capital Advisors
Maryland
$783K +$5.99K +57 +0.8%
LAM
1857
L2 Asset Management
Massachusetts
$783K -$26.4K -251 -3%
EWS
1858
Evergreen Wealth Solutions
Pennsylvania
$783K +$36.7K +349 +5%
JPLA
1859
Joseph P. Lucia & Associates
New York
$782K -$59.6K -567 -7%
BWP
1860
Baldwin Wealth Partners
Massachusetts
$782K +$67.8K +645 +10%
WCG
1861
Weaver Consulting Group
California
$781K -$22.1K -210 -3%
ZIG
1862
Zullo Investment Group
Pennsylvania
$781K -$11.2K -107 -2%
SJIM
1863
St. Johns Investment Management
Florida
$781K -$76.1K -724 -9%
PA
1864
PFG Advisors
Arizona
$781K -$67.5K -643 -8%
CIS
1865
Capital International Sarl
California
$779K +$198K +1,887 +37%
TDB
1866
Thompson David Blair
$778K +$734K +6,983 New
CF
1867
Copperwynd Financial
Arizona
$777K -$4.1K -39 -0.6%
AWA
1868
Amplius Wealth Advisors
Pennsylvania
$776K +$20K +190 +3%
PPWM
1869
Paragon Private Wealth Management
Kentucky
$775K -$15.3K -146 -2%
AMIM
1870
Aull & Monroe Investment Management
Alabama
$773K -$42K -400 -5%
AC
1871
ASB Consultores
Florida
$771K +$36.7K +349 +5%
BIP
1872
Blueprint Investment Partners
North Carolina
$771K +$727K +6,923 New
BWFA
1873
Baltimore-Washington Financial Advisors
Maryland
$769K +$4.94K +47 +0.7%
DWM
1874
DecisionMap Wealth Management
Virginia
$768K +$725K +6,899 New
FAM
1875
Formidable Asset Management
Ohio
$767K -$33.3K -317 -4%
73 74
75
76 77