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Name Holding Trade Value Shares
Change 		Change in
Stake
RPWA
1376
Regent Peak Wealth Advisors
Georgia
$310K +$5.45K +15 +2%
NL
1377
NWAM LLC
Washington
$310K -$1.82K -5 -0.5%
WFI
1378
West Family Investments
California
$309K +$358K +986 New
RWM
1379
RBA Wealth Management
California
$308K – – –
CWG
1380
Cornerstone Wealth Group
North Carolina
$308K +$24.7K +68 +7%
FFS
1381
Founders Financial Securities
Maryland
$308K -$820K -2,257 -70%
PWP
1382
Phillips Wealth Planners
Mississippi
$307K -$109K -299 -23%
NG
1383
Northstar Group
New York
$307K -$6.18K -17 -2%
EL
1384
EWA LLC
Pennsylvania
$307K +$6.9K +19 +2%
BIM
1385
Baldwin Investment Management
Pennsylvania
$306K – – –
MPWT
1386
MassMutual Private Wealth & Trust
Connecticut
$306K +$3.27K +9 +0.9%
CWM
1387
Connecticut Wealth Management
Connecticut
$306K -$2.54K -7 -0.7%
WSCM
1388
Wellington Shields Capital Management
New York
$305K – – –
FGWP
1389
Founders Grove Wealth Partners
Virginia
$305K -$3.27K -9 -0.9%
WA
1390
Wealth Architects
California
$303K -$1.09K -3 -0.3%
O
1391
Ossiam
France
$303K +$101K +278 +40%
CFS
1392
CRA Financial Services
New Jersey
$303K +$3.27K +9 +0.9%
JSSH
1393
J. Safra Sarasin Holding
$303K +$701K +1,930 New
OF
1394
Optimize Financial
California
$302K -$1.09K -3 -0.3%
SCS
1395
Sound Capital Solutions
Florida
$302K +$351K +966 New
SP
1396
Stonebrook Private
Michigan
$301K +$16K +44 +5%
CCM
1397
Check Capital Management
California
$301K -$11.6K -32 -3%
GCA
1398
Gradient Capital Advisors
California
$301K -$1.45K -4 -0.4%
RFP
1399
Root Financial Partners
California
$300K -$4K -11 -1%
SSCA
1400
South Shore Capital Advisors
Massachusetts
$300K – – –
54 55
56
57 58