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Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1326
DGS Capital Management
New Jersey
$221K +$213K +972 New
QPWM
1327
Quadrant Private Wealth Management
Pennsylvania
$220K +$15.1K +69 +8%
HFRG
1328
Houlihan Financial Resource Group
Virginia
$220K -$10.9K -50 -5%
IP
1329
Intellectus Partners
California
$220K -$43.8K -200 -17%
GCA
1330
Gradient Capital Advisors
California
$219K – – –
NF
1331
NavPoint Financial
Minnesota
$219K +$8.32K +38 +4%
BCG
1332
Breakwater Capital Group
New Jersey
$219K -$5.91K -27 -3%
KFA
1333
Kelleher Financial Advisors
New York
$219K -$208K -950 -50%
KIM
1334
Kestra Investment Management
Texas
$219K -$23K -105 -10%
GPA
1335
Garrison Point Advisors
California
$218K – – –
WA
1336
Wealth Architects
California
$216K +$208K +950 New
VCM
1337
Vivaldi Capital Management
Illinois
$215K +$12.5K +57 +6%
IIC
1338
Integrated Investment Consultants
Michigan
$215K -$196K -895 -49%
FOA
1339
Five Oceans Advisors
California
$214K -$19.3K -88 -9%
WWC
1340
Waypoint Wealth Counsel
Georgia
$214K +$206K +941 New
NFC
1341
Northstar Financial Companies
Pennsylvania
$214K -$13.6K -62 -6%
BOPW
1342
Brandywine Oak Private Wealth
Pennsylvania
$213K -$10.9K -50 -5%
BAM
1343
Broyhill Asset Management
North Carolina
$213K – – –
WBC
1344
Westpac Banking Corp
Australia
$213K – – –
AG
1345
AlTi Global
New York
$212K +$6.13K +28 +3%
TFA
1346
Teamwork Financial Advisors
Texas
$212K +$204K +931 New
LWM
1347
LJI Wealth Management
Indiana
$211K – – –
WP
1348
WealthShield Partners
North Carolina
$211K -$53K -242 -21%
PCP
1349
Panoramic Capital Partners
Oregon
$210K +$191K +872 New
TF
1350
Tompkins Financial
New York
$210K – – –
52 53
54
55 56