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Name Holding Trade Value Shares
Change 		Change in
Stake
PFT
2551
Providence First Trust
Arizona
$550K -$86.9K -165 -13%
BG
2552
Bellevue Group
Switzerland
$550K – – –
FFO
2553
Fortitude Family Office
Arizona
$548K +$8.95K +17 +2%
RMAM
2554
Raab & Moskowitz Asset Management
New Jersey
$547K +$527 +1 +0.1%
NWA
2555
New World Advisors
Massachusetts
$546K -$74.8K -142 -12%
WA
2556
Westfuller Advisors
New York
$545K -$14.2K -27 -2%
RMP
2557
Richards, Merrill & Peterson
Washington
$544K +$527 +1 +0.1%
NFG
2558
Nadler Financial Group
Illinois
$544K -$148K -281 -21%
FAG
2559
Fortitude Advisory Group
Washington
$544K +$1.58K +3 +0.3%
M1FG
2560
Mach-1 Financial Group
Arkansas
$543K -$1.85M -3,505 -76%
SAMT
2561
Select Asset Management & Trust
Pennsylvania
$543K +$15.8K +30 +3%
FPWM
2562
FSB Premier Wealth Management
Iowa
$540K -$34.8K -66 -6%
NLGIA
2563
Nippon Life Global Investors Americas
New York
$540K -$35.9M -68,130 -98%
OWM
2564
OneAscent Wealth Management
Alabama
$539K -$1.05K -2 -0.2%
WPWM
2565
Western Pacific Wealth Management
Illinois
$538K +$36.3K +69 +7%
FGWP
2566
Founders Grove Wealth Partners
Virginia
$537K +$108K +206 +24%
AAMG
2567
AMG Asset Management Group
Georgia
$536K +$376K +713 +199%
RIP
2568
RAM Investment Partners
Washington
$535K +$169K +320 +43%
SEP
2569
Signature Equity Partners
Ohio
$535K +$313K +595 +125%
CPL
2570
CAP Partners LLC
Tennessee
$535K -$102K -194 -15%
MWM
2571
Mindset Wealth Management
Indiana
$535K -$12.1K -23 -2%
RW
2572
RVW Wealth
California
$535K -$5.27K -10 -0.9%
GEA
2573
Glen Eagle Advisors
New Jersey
$534K +$132K +251 +31%
UB
2574
Umpqua Bank
Oregon
$534K +$21.1K +40 +4%
CPWA
2575
Cerro Pacific Wealth Advisors
California
$533K +$54.8K +104 +11%
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103
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