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Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
601
Larson Financial Group
Missouri
$647K +$16.3K +1,240 +2%
RIA
602
Regal Investment Advisors
Michigan
$647K -$39.3K -2,984 -5%
BCG
603
Breakwater Capital Group
New Jersey
$643K +$10.7K +812 +1%
FFN
604
Focus Financial Network
Minnesota
$643K -$44.7K -3,395 -6%
CH
605
Canton Hathaway
Rhode Island
$643K +$66 +5 +0%
GKWIM
606
Gerber Kawasaki Wealth & Investment Management
California
$643K +$214K +16,242 +41%
TE
607
Tema ETFs
New York
$641K +$3.78K +287 +0.5%
PVI
608
Pine Valley Investments
New Jersey
$638K -$35.2K -2,669 -5%
CFFP
609
Center for Financial Planning
Michigan
$633K -$4.33K -329 -0.6%
SC
610
SummitTX Capital
Texas
$631K +$720K +54,644 New
SWM
611
Silverlake Wealth Management
Vermont
$630K +$38.6K +2,932 +6%
BBHC
612
Brown Brothers Harriman & Co
New York
$629K +$192K +14,561 +36%
MA
613
MONECO Advisors
Connecticut
$629K +$29.8K +2,266 +4%
MHS
614
M Holdings Securities
Oregon
$625K +$84.2K +6,391 +14%
CWS
615
Cypress Wealth Services
California
$625K -$34.8K -2,645 -5%
BC
616
Bridgefront Capital
Texas
$624K +$712K +54,059 New
WAAG
617
Wealth Alliance Advisory Group
Kansas
$616K +$1.76K +134 +0.3%
WANY
618
Wealthspire Advisors (New York)
New York
$609K -$351K -26,650 -34%
DT
619
Diversified Trust
Tennessee
$604K -$1.21M -91,955 -64%
CA
620
Calton & Associates
Florida
$603K -$45.6K -3,461 -6%
LCM
621
Lazari Capital Management
California
$601K +$11.1K +843 +2%
PWP
622
Prasad Wealth Partners
Ohio
$600K +$685K +52,009 New
SIA
623
Soltis Investment Advisors
Utah
$597K +$162K +12,337 +31%
VIP
624
Vista Investment Partners
Oklahoma
$595K -$329K -25,000 -33%
CPWA
625
Cerro Pacific Wealth Advisors
California
$592K +$676K +51,305 New
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