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Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1151
Catalyst Financial Partners
Massachusetts
$421K +$140K +534 +58%
TC
1152
Truvestments Capital
Florida
$420K -$13.7K -52 -3%
PE
1153
PCM Encore
Colorado
$419K +$381K +1,452 New
WTC
1154
WhitTier Trust Company
Nevada
$419K -$125K -475 -26%
MW
1155
MBL Wealth
North Carolina
$419K +$381K +1,449 New
MSFS
1156
Main Street Financial Solutions
Pennsylvania
$419K -$18.9K -72 -5%
MIM
1157
MTM Investment Management
South Carolina
$415K – – –
DAM
1158
Diamant Asset Management
Connecticut
$413K -$34.1K -130 -8%
JRPCML
1159
J. R. Prunier Capital Management LLC
Massachusetts
$413K +$376K +1,430 New
AG
1160
Ascent Group
Virginia
$413K +$375K +1,428 New
RA
1161
Riversedge Advisors
Delaware
$409K +$86.1K +328 +30%
DS
1162
DRW Securities
Illinois
$409K +$42K +160 +13%
WIM
1163
WealthPlan Investment Management
Nebraska
$409K -$10.2K -39 -3%
MWM
1164
Modern Wealth Management
Kansas
$408K +$35.5K +135 +11%
OF
1165
Optimize Financial
California
$407K +$5.25K +20 +1%
QWP
1166
Quotient Wealth Partners
Texas
$406K +$14.4K +55 +4%
PF
1167
Phoenix Financial
Israel
$406K +$39.4K +150 +12%
GSEP
1168
Golden State Equity Partners
California
$405K +$9.98K +38 +3%
CWM
1169
Centric Wealth Management
Illinois
$405K – – –
AFCM
1170
Applied Finance Capital Management
Puerto Rico
$404K -$443K -1,685 -55%
LWL
1171
Leo Wealth LLC
Texas
$404K +$84K +320 +30%
B
1172
Bailard
California
$404K -$119K -455 -25%
CT
1173
Clearstead Trust
Maine
$403K -$1.58K -6 -0.4%
JF
1174
Jump Financial
Illinois
$403K -$144K -548 -28%
BF
1175
bLong Financial
Tennessee
$402K – – –
45 46
47
48 49