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Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1026
Iconiq Capital
California
$167K +$1.06K +104 +0.7%
PGF
1027
Plan Group Financial
Oklahoma
$166K -$367 -36 -0.2%
PCA
1028
Pallas Capital Advisors
Massachusetts
$166K +$12.6K +1,242 +9%
BAG
1029
Bridgewealth Advisory Group
California
$166K +$156K +15,282 New
SFC
1030
Summit Financial Consulting
Michigan
$165K +$1.93K +189 +1%
ITIM
1031
Indiana Trust & Investment Management
Indiana
$165K +$5.22K +513 +3%
MWP
1032
Meriwether Wealth & Planning
Louisiana
$165K +$10K +985 +7%
WGC
1033
Watts Gwilliam & Co
Arizona
$165K -$20.8K -2,047 -13%
BPC
1034
Bryce Point Capital
New York
$164K +$154K +15,150 New
NSG
1035
Nalls Sherbakoff Group
Tennessee
$164K -$23.2K -2,282 -13%
T
1036
Tableaux
Massachusetts
$164K +$2.44K +240 +2%
SRA
1037
Secured Retirement Advisors
Minnesota
$164K +$19.3K +1,895 +14%
UWP
1038
Uniting Wealth Partners
Kansas
$162K – – –
LWL
1039
Leo Wealth LLC
Texas
$162K +$152K +14,907 New
GPWM
1040
Grant Private Wealth Management
California
$162K +$152K +14,899 New
PFPT
1041
Pinnacle Financial Partners (Tennessee)
Tennessee
$160K – – –
FBFS
1042
First Business Financial Services
Wisconsin
$160K +$2.65K +260 +2%
CFG
1043
Carter Financial Group
Illinois
$158K +$150K +14,773 New
VCP
1044
Verus Capital Partners
Arizona
$158K -$7.57K -743 -5%
TSMHT
1045
Thurston Springer Miller Herd & Titak
Indiana
$158K +$23.2K +2,281 +19%
PA
1046
Pinnacle Associates
New York
$158K -$10.3K -1,007 -6%
SCI
1047
Silver Coast Investments
United States
$156K -$36.2K -3,555 -20%
SC
1048
SouthState Corp
Florida
$156K +$61.6K +6,049 +73%
FHA
1049
First Horizon Advisors
Tennessee
$156K -$22.1K -2,173 -13%
FCP
1050
Fidelis Capital Partners
Florida
$156K +$10.1K +994 +8%
40 41
42
43 44