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Name Holding Trade Value Shares
Change 		Change in
Stake
FMI
2426
Frec Markets Inc
California
$979K +$1.04M +2,844 New
KWM
2427
KFG Wealth Management
Indiana
$978K -$75.1K -205 -7%
RGC
2428
Roberts, Glore & Co
Illinois
$978K -$45.8K -125 -4%
BCM
2429
Boltwood Capital Management
California
$977K +$29.3K +80 +3%
TW
2430
ticino wealth
California
$977K +$1.04M +2,840 New
GLF
2431
Groupe la Francaise
France
$974K -$23.6M -64,508 -96%
PHWM
2432
Pine Harbor Wealth Management
Maryland
$973K +$1.83K +5 +0.2%
APW
2433
Austin Private Wealth
Texas
$973K +$37.7K +103 +4%
AT
2434
Adelphi Trust
Florida
$969K +$1.03M +2,815 New
GWM
2435
Greenwich Wealth Management
Connecticut
$968K +$365K +997 +55%
NAS
2436
NWF Advisory Services
California
$968K -$1.66M -4,533 -62%
EI
2437
Ellevest Inc
New York
$968K -$313K -855 -23%
PCMNC
2438
Piedmont Capital Management (North Carolina)
North Carolina
$967K +$1.03M +2,811 New
RC
2439
Rexford Capital
Texas
$967K +$8.42K +23 +0.8%
LSA
2440
Lansing Street Advisors
Pennsylvania
$965K -$45.1K -123 -4%
ACGA
2441
Atlanta Consulting Group Advisors
Georgia
$964K +$6.23K +17 +0.6%
CF
2442
Claris Financial
Virginia
$963K +$5.86K +16 +0.6%
MP
2443
Mangrove Partners
Connecticut
$962K +$1.02M +2,796 New
MFG
2444
Mainsail Financial Group
Washington
$961K +$24.9K +68 +2%
AFPL
2445
Advus Financial Partners, LLC
Florida
$960K -$169K -462 -14%
PPWM
2446
Paragon Private Wealth Management
Kentucky
$958K +$64.8K +177 +7%
WPW
2447
Waldron Private Wealth
Pennsylvania
$957K +$12.8K +35 +1%
PCA
2448
Pallas Capital Advisors
Massachusetts
$956K -$1.19M -3,244 -54%
SWRP
2449
Summit Wealth & Retirement Planning
California
$955K – – –
BWG
2450
Berry Wealth Group
Texas
$955K -$33.7K -92 -3%
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98
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