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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
3276
Curated Wealth Partners
California
$427K -$63.3K -161 -13%
BAG
3277
Bridgewealth Advisory Group
California
$427K -$29.5K -75 -7%
GC
3278
Grange Capital
Oregon
$426K +$393 +1 +0.1%
RG
3279
Renaissance Group
Kentucky
$426K – – –
MWA
3280
Motive Wealth Advisors
Michigan
$425K -$9.04K -23 -2%
LI
3281
LVZ Inc
Michigan
$425K -$18.1K -46 -4%
PDM
3282
Penn Davis McFarland
Texas
$425K – – –
TFA
3283
TPG Financial Advisors
Oregon
$423K -$44.4K -113 -10%
IWP
3284
Innova Wealth Partners
Pennsylvania
$422K – – –
MWM
3285
Mattern Wealth Management
Kansas
$422K -$39.7K -101 -9%
PAS
3286
Parsonex Advisory Services
Colorado
$422K -$2.36K -6 -0.6%
BFS
3287
Beacon Financial Strategies
North Carolina
$422K – – –
ECAM
3288
East Coast Asset Management
Massachusetts
$421K – – –
LFS
3289
Legacy Financial Strategies
Kansas
$420K +$29.5K +75 +8%
FPB
3290
First PREMIER Bank
South Dakota
$420K +$157K +399 +63%
NA
3291
Nautilus Advisors
California
$419K -$9.44K -24 -2%
PAM
3292
Peak Asset Management
Colorado
$419K -$23.6K -60 -5%
MP
3293
Moment Partners
California
$419K -$786 -2 -0.2%
IFS
3294
Ifrah Financial Services
Arkansas
$419K -$1.57K -4 -0.4%
OC
3295
Oakmont Corp
California
$418K – – –
IWA
3296
Inspirion Wealth Advisors
Illinois
$417K +$31.5K +80 +8%
HGA
3297
Hobbs Group Advisors
South Carolina
$416K – – –
IWP
3298
IAG Wealth Partners
Wisconsin
$416K +$12.2K +31 +3%
FC
3299
Financial Council
Maryland
$415K +$3.93K +10 +1%
BFPW
3300
BOK Financial Private Wealth
Colorado
$415K -$19.7K -50 -5%
130 131
132
133 134