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Name Holding Trade Value Shares
Change 		Change in
Stake
TYCC
1101
Texas Yale Capital Corp
Florida
$249K – – –
LOPW
1102
Live Oak Private Wealth
North Carolina
$248K – – –
PA
1103
PFG Advisors
Arizona
$248K -$19.7K -251 -7%
CLOS
1104
Compagnie Lombard Odier SCmA
Switzerland
$247K +$173K +2,202 +220%
PMSA
1105
Patrick M. Sweeney & Associates
Illinois
$246K – – –
RPCONE
1106
Retirement Planning Company of New England
Rhode Island
$246K -$10.4K -133 -4%
EFG
1107
Ethos Financial Group
Pennsylvania
$246K +$216K +2,754 New
MFWP
1108
Mosaic Family Wealth Partners
Missouri
$245K +$250K +3,183 New
WBC
1109
West Branch Capital
Massachusetts
$244K +$236 +3 +0.1%
WAS
1110
Wealth Advisory Solutions
Indiana
$244K +$249K +3,168 New
RPWA
1111
Regent Peak Wealth Advisors
Georgia
$244K +$5.5K +70 +2%
WA
1112
Wealth Alliance
New York
$243K -$63.5K -808 -20%
CFO
1113
Cambient Family Office
Michigan
$243K -$21.1K -268 -8%
IC
1114
Inscription Capital
Texas
$243K +$247K +3,149 New
SB
1115
Strategic Blueprint
Georgia
$243K -$36.2K -461 -13%
DOA
1116
D'Orazio & Associates
Virginia
$243K +$11.9K +152 +5%
TTWM
1117
TCV Trust & Wealth Management
Virginia
$242K – – –
SFG
1118
Seamount Financial Group
Colorado
$241K -$23.6K -300 -9%
ACG
1119
Allen Capital Group
Nebraska
$241K +$14.5K +184 +6%
SCTC
1120
Sanibel Captiva Trust Company
Florida
$241K +$246K +3,128 New
UWPG
1121
Ullmann Wealth Partners Group
Florida
$240K – – –
BCP
1122
Blue Chip Partners
Michigan
$240K +$550 +7 +0.2%
SRC
1123
Shufro Rose & Co
New York
$239K – – –
BMWS
1124
Brady Martz Wealth Solutions
North Dakota
$239K +$244K +3,100 New
AWM
1125
Axxcess Wealth Management
California
$238K +$243K +3,090 New
43 44
45
46 47