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Name Holding Trade Value Shares
Change 		Change in
Stake
EC
2701
EdgeRock Capital
Colorado
$804K +$9.44K +24 +1%
PP
2702
Pacifica Partners
Canada
$804K -$160K -408 -17%
DAC
2703
Dividend Assets Capital
South Carolina
$804K – – –
BMWM
2704
Brown Miller Wealth Management
Virginia
$804K +$1.18K +3 +0.2%
MWM
2705
Mindset Wealth Management
Indiana
$803K +$393 +1 +0.1%
JSAM
2706
J. Safra Asset Management
New York
$803K -$73.9K -188 -9%
MWS
2707
MFA Wealth Services
California
$801K +$19.3K +49 +3%
GWM
2708
Gibbs Wealth Management
Georgia
$800K -$129K -327 -14%
TW
2709
Towerpoint Wealth
California
$799K – – –
SPWG
2710
Sage Private Wealth Group
Illinois
$798K -$6.29K -16 -0.8%
BWM
2711
BankPlus Wealth Management
Mississippi
$798K +$26.3K +67 +4%
TFA
2712
Tobias Financial Advisors
Florida
$798K +$407K +1,034 +111%
A
2713
AlphaQuest
New York
$797K -$251K -639 -25%
RA
2714
Rockingstone Advisors
Massachusetts
$797K -$181K -460 -19%
TPW
2715
Tiller Private Wealth
Pennsylvania
$795K +$405K +1,029 +110%
BHWM
2716
Beaird Harris Wealth Management
Texas
$794K +$3.54K +9 +0.5%
LCM
2717
Lazari Capital Management
California
$792K +$16.1K +41 +2%
FSA
2718
Financial Security Advisor
Virginia
$792K -$9.44K -24 -1%
SFGP
2719
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$789K -$4.33K -11 -0.6%
FSC
2720
Full Sail Capital
Oklahoma
$788K +$33K +84 +5%
API
2721
Asset Planning Inc
California
$788K +$3.54K +9 +0.5%
BWS
2722
Buck Wealth Strategies
Colorado
$787K -$14.5K -37 -2%
SB
2723
Sunflower Bank
Texas
$786K -$26K -66 -3%
TWM
2724
TCFG Wealth Management
California
$786K -$109K -278 -13%
PFG
2725
PAX Financial Group
Texas
$785K -$118K -299 -13%
107 108
109
110 111