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Name Holding Trade Value Shares
Change 		Change in
Stake
UWPG
1126
Ullmann Wealth Partners Group
Florida
$240K – – –
BCP
1127
Blue Chip Partners
Michigan
$240K +$550 +7 +0.2%
SRC
1128
Shufro Rose & Co
New York
$239K – – –
BMWS
1129
Brady Martz Wealth Solutions
North Dakota
$239K +$244K +3,100 New
AWM
1130
Axxcess Wealth Management
California
$238K +$243K +3,090 New
BF
1131
Brucke Financial
Indiana
$238K +$30.3K +386 +14%
FWI
1132
Facet Wealth Inc
Maryland
$236K +$241K +3,061 New
WIM
1133
Warwick Investment Management
Texas
$235K +$15.2K +193 +7%
FCH
1134
Freestone Capital Holdings
Washington
$235K -$25.5K -324 -10%
CWM
1135
Connecticut Wealth Management
Connecticut
$235K -$8.09K -103 -3%
DSC
1136
Daytona Street Capital
Missouri
$235K +$236K +3,000 New
CCMG
1137
Clark Capital Management Group
Pennsylvania
$235K -$15.8K -201 -6%
MWM
1138
Modern Wealth Management
Kansas
$235K +$240K +3,049 New
RWP
1139
Revolve Wealth Partners
New Jersey
$234K +$8.96K +114 +4%
CIA
1140
Choate Investment Advisors
Massachusetts
$234K -$24.4K -310 -9%
GHAM
1141
Gilman Hill Asset Management
Connecticut
$233K – – –
NA
1142
Navellier & Associates
Nevada
$233K +$1.57K +20 +0.7%
RA
1143
RFG Advisory
Alabama
$232K +$236K +3,009 New
FOA
1144
Five Oceans Advisors
California
$232K -$550 -7 -0.2%
LCM
1145
Lionhunter Capital Management
New York
$231K +$236K +3,000 New
WIP
1146
WealthCare Investment Partners
Rhode Island
$226K -$30.7K -391 -12%
SP
1147
Successful Portfolios
Florida
$225K – – –
AC
1148
Apella Capital
Connecticut
$225K +$21.7K +276 +10%
5NPW
1149
55 North Private Wealth
Florida
$224K +$15.8K +201 +7%
DI
1150
DAGCO Inc
Ohio
$224K +$228K +2,900 New
44 45
46
47 48