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Name Holding Trade Value Shares
Change 		Change in
Stake
TGIA
2176
Torrey Growth & Income Advisors
California
$557K +$578K +8,400 New
AWA
2177
A4 Wealth Advisors
North Carolina
$556K +$577K +8,385 New
3F
2178
360 Financial
Minnesota
$556K -$15.3K -222 -3%
OCM
2179
Orser Capital Management
Texas
$555K -$172K -2,500 -23%
NRC
2180
New Republic Capital
North Carolina
$554K -$60.1K -873 -10%
GCM
2181
Goldstream Capital Management
Hong Kong
$552K – – –
RS
2182
Rakuten Securities
Japan
$550K +$415K +6,026 +267%
AWA
2183
Arbor Wealth Advisors
Michigan
$548K – – –
VAG
2184
VisionPoint Advisory Group
Texas
$547K -$83.8K -1,218 -13%
NC
2185
NovaPoint Capital
Georgia
$546K +$567K +8,236 New
WPA
2186
Wealth Preservation Advisors
Tennessee
$546K +$138 +2 +0%
SSG
2187
Summit Securities Group
New York
$544K +$408K +5,930 +261%
SFC
2188
SYM Financial Corp
Indiana
$544K -$13.8K -201 -2%
CWMS
2189
Cannon Wealth Management Services
North Carolina
$543K +$4.34K +63 +0.8%
FFA
2190
Florida Financial Advisors
Florida
$543K -$63.8K -927 -10%
OPA
2191
Old Port Advisors
Maine
$542K -$71.2K -1,035 -11%
APW
2192
Austin Private Wealth
Texas
$542K +$12.3K +179 +2%
KB
2193
Kimelman & Baird
New York
$542K – – –
MWM
2194
Maridea Wealth Management
New York
$540K +$543K +7,893 New
WF
2195
Wayfinding Financial
Washington
$540K -$1.03K -15 -0.2%
ETS
2196
ESL Trust Services
New York
$539K +$5.44K +79 +1%
CFG
2197
Copley Financial Group
California
$538K -$22.9K -333 -4%
V
2198
ViaWealth
Kansas
$537K -$61K -886 -10%
MFT
2199
Moisand Fitzgerald Tamayo
Florida
$537K – – –
FGWP
2200
Founders Grove Wealth Partners
Virginia
$537K +$43.8K +637 +9%
86 87
88
89 90