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Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1351
TrinityPoint Wealth
Connecticut
$3.41M +$120K +387 +4%
PWP
1352
Perfromance Wealth Partners
Illinois
$3.4M -$331K -1,068 -10%
SW
1353
StrongBox Wealth
Missouri
$3.4M +$234K +757 +8%
IC
1354
Inscription Capital
Texas
$3.4M +$278K +899 +10%
LCS
1355
Levin Capital Strategies
New York
$3.4M – – –
WPC
1356
Wedmont Private Capital
Pennsylvania
$3.4M +$121K +390 +4%
PCP
1357
Proficio Capital Partners
Massachusetts
$3.39M -$41.8K -135 -1%
BFM
1358
Boothbay Fund Management
New York
$3.39M -$2.61M -8,429 -46%
OHWP
1359
Oak Harbor Wealth Partners
North Carolina
$3.39M +$4.03K +13 +0.1%
BAM
1360
Belpointe Asset Management
Nevada
$3.39M -$46.8K -151 -2%
MCWA
1361
Meadow Creek Wealth Advisors
Georgia
$3.39M +$3.03M +9,768 New
DAM
1362
Diamant Asset Management
Connecticut
$3.38M – – –
PWA
1363
Phoenix Wealth Advisors
North Carolina
$3.37M -$106K -341 -3%
DLCIG
1364
D.L. Carlson Investment Group
New Hampshire
$3.37M -$808K -2,609 -22%
LFP
1365
Leeward Financial Partners
Washington
$3.37M -$102K -330 -3%
AA
1366
Advisory Alpha
Michigan
$3.37M +$105K +339 +4%
BMC
1367
Beaton Management Company
Massachusetts
$3.37M +$310 +1 +0%
FCP
1368
Fidelis Capital Partners
Florida
$3.35M +$1.15M +3,720 +63%
RWA
1369
River Wealth Advisors
Pennsylvania
$3.34M +$56.4K +182 +2%
AWM
1370
Angeles Wealth Management
California
$3.33M -$127K -409 -4%
OAM
1371
Oak Asset Management
California
$3.33M +$10.8K +35 +0.4%
EFMC
1372
Empire Financial Management Company
New York
$3.33M +$57K +184 +2%
RBFC
1373
Roman Butler Fullerton & Co
Missouri
$3.32M -$22.6K -73 -0.8%
OCM
1374
Orser Capital Management
Texas
$3.32M -$171K -551 -5%
CWP
1375
Concord Wealth Partners
Virginia
$3.31M +$439K +1,417 +17%
53 54
55
56 57