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Name Holding Trade Value Shares
Change 		Change in
Stake
AWG
2626
Altus Wealth Group
Colorado
$499K -$4.59K -8 -0.9%
FFS
2627
Founders Financial Securities
Maryland
$499K +$151K +263 +43%
QPWM
2628
Quadrant Private Wealth Management
Pennsylvania
$498K +$163K +284 +48%
WHC
2629
Wulff, Hansen & Co
California
$498K -$152K -265 -23%
AIM
2630
Avity Investment Management
Connecticut
$498K – – –
LFG
2631
Lockerman Financial Group
California
$497K +$574 +1 +0.1%
MCM
2632
M1 Capital Management
Michigan
$496K +$39.6K +69 +9%
FA
2633
Fortis Advisors
Pennsylvania
$495K – – –
AG
2634
AmeriFlex Group
Nevada
$495K -$571K -994 -53%
VCM
2635
Vision Capital Management
Oregon
$494K +$5.74K +10 +1%
TC
2636
Trilogy Capital
California
$494K – – –
CWMK
2637
Caliber Wealth Management (Kansas)
Kansas
$492K -$81.5K -142 -14%
GPWM
2638
Grant Private Wealth Management
California
$492K +$496K +864 New
PJWM
2639
Philip James Wealth Mangement
Georgia
$491K +$103K +179 +26%
WPW
2640
Warther Private Wealth
Ohio
$490K -$57.4K -100 -10%
SPA
2641
Sherbrooke Park Advisers
New York
$489K +$494K +860 New
WGC
2642
Watts Gwilliam & Co
Arizona
$488K -$43.1K -75 -8%
EC
2643
EdgeRock Capital
Colorado
$488K -$30.4K -53 -6%
AA
2644
Argent Advisors
Louisiana
$487K +$85.6K +149 +21%
FC
2645
Financial Council
Maryland
$487K +$4.02K +7 +0.8%
TCOTS
2646
Trust Company of the South
North Carolina
$486K +$4.59K +8 +0.9%
GFPC
2647
Global Financial Private Client
Florida
$483K +$30.4K +53 +7%
FFG
2648
First Financial Group
North Carolina
$482K +$6.32K +11 +1%
HNWAG
2649
High Net Worth Advisory Group
Florida
$482K – – –
SWA
2650
SFMG Wealth Advisors
Texas
$481K +$485K +845 New
104 105
106
107 108