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Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
2576
Hardworking Capital Advisors
California
$830K +$884K +2,413 New
TWM
2577
TriaGen Wealth Management
California
$830K -$2.93K -8 -0.3%
KC
2578
Karras Company
Utah
$830K +$883K +2,411 New
CWMG
2579
Compass Wealth Management (Georgia)
Georgia
$828K +$5.86K +16 +0.7%
BPW
2580
BlueDoor Private Wealth
Massachusetts
$827K +$881K +2,404 New
RWM
2581
Ruedi Wealth Management
Illinois
$825K +$12.5K +34 +1%
BWM
2582
Bernicke Wealth Management
Wisconsin
$824K +$878K +2,396 New
FF
2583
Francis Financial
$824K +$50.9K +139 +6%
CCA
2584
Clearwater Capital Advisors
Illinois
$822K -$657K -1,793 -43%
QWM
2585
Quadcap Wealth Management
Texas
$821K -$73.6K -201 -8%
CCG
2586
Catalina Capital Group
California
$821K -$8.42K -23 -1%
SFGM
2587
Stonebridge Financial Group (Missouri)
Missouri
$820K +$873K +2,384 New
FDS
2588
Freedom Day Solutions
Texas
$819K -$17.2K -47 -2%
MFGM
2589
Marshall Financial Group (Maryland)
Maryland
$818K -$71.4K -195 -8%
RAM
2590
Ramirez Asset Management
New York
$817K – – –
FWM
2591
Forteris Wealth Management
New York
$817K +$870K +2,374 New
PWM
2592
Purus Wealth Management
California
$817K +$28.9K +79 +3%
EFG
2593
Elevated Financial Group
Indiana
$816K +$868K +2,370 New
GCA
2594
Gradient Capital Advisors
California
$813K -$7.69K -21 -0.9%
PWM
2595
Prentice Wealth Management
New York
$812K +$81.7K +223 +10%
SWGC
2596
Summit Wealth Group (Colorado)
Colorado
$812K -$963K -2,629 -53%
NWA
2597
New World Advisors
Massachusetts
$811K -$38.5K -105 -4%
GA
2598
GSG Advisors
New Jersey
$810K -$30.8K -84 -3%
COCM
2599
Charter Oak Capital Management
New Hampshire
$808K +$5.49K +15 +0.6%
EPW
2600
Endeavor Private Wealth
Kansas
$807K +$40.7K +111 +5%
102 103
104
105 106