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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1301
Segment Wealth Management
Texas
$402K +$386K +980 New
AFG
1302
ABLE Financial Group
Arizona
$401K +$44.6K +113 +13%
HW
1303
Hamilton Wealth
California
$400K -$5.13K -13 -1%
MC
1304
Machina Capital
France
$400K +$384K +974 New
BFW
1305
Brady Family Wealth
Missouri
$400K -$47.7K -121 -11%
TW
1306
Traveka Wealth
California
$397K +$381K +966 New
GWANC
1307
Guardian Wealth Advisors (North Carolina)
North Carolina
$396K +$121K +306 +47%
BCMO
1308
Buckingham Capital Management (Ohio)
Ohio
$392K +$376K +954 New
GPI
1309
General Partner Inc
Pennsylvania
$391K – – –
AWA
1310
Arkadios Wealth Advisors
Georgia
$389K +$105K +265 +39%
NL
1311
NWAM LLC
Washington
$387K -$30.8K -78 -8%
MSAM
1312
Moloney Securities Asset Management
Missouri
$387K -$5.13K -13 -1%
CAG
1313
Crestwood Advisors Group
Massachusetts
$386K +$34.7K +88 +10%
W
1314
Wealthquest
Ohio
$383K – – –
RCG
1315
Regatta Capital Group
California
$382K +$394 +1 +0.1%
RFS
1316
Richardson Financial Services
Massachusetts
$382K +$366K +929 New
SCI
1317
Silver Coast Investments
United States
$382K +$366K +929 New
LA
1318
Latitude Advisors
Florida
$381K +$2.76K +7 +0.8%
NWM
1319
Northcape Wealth Management
New York
$380K -$30.4K -77 -8%
TCOT
1320
Trust Company of Toledo
Ohio
$379K -$24.8K -63 -6%
LA
1321
Legacy Advisors
Pennsylvania
$376K -$115K -291 -24%
GXJ
1322
Global X Japan
Japan
$375K +$360K +913 New
TTWM
1323
TCV Trust & Wealth Management
Virginia
$375K – – –
OA
1324
Oxbow Advisors
Texas
$374K +$359K +911 New
LFG
1325
Larson Financial Group
Missouri
$374K -$394 -1 -0.1%
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