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Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
3101
49 Wealth Management
Texas
$259K +$1.15K +2 +0.4%
TCG
3102
Transcendent Capital Group
Oklahoma
$259K – – –
CWM
3103
CCG Wealth Management
California
$259K +$17.2K +30 +7%
NFG
3104
Nations Financial Group
Iowa
$259K +$31.6K +55 +14%
PWP
3105
Precedent Wealth Partners
Texas
$259K -$10.3K -18 -4%
CL
3106
CLG LLC
California
$258K -$67.8K -118 -21%
T
3107
Tidemark
California
$258K +$29.3K +51 +13%
GSIS
3108
Global Strategic Investment Solutions
Arizona
$258K -$17.8K -31 -6%
SC
3109
Seldon Capital
California
$258K – – –
PCFFS
3110
Pacific Center for Financial Services
California
$258K +$574 +1 +0.2%
MIC
3111
Meridian Investment Counsel
California
$257K -$34.5K -60 -12%
VFM
3112
Vision Financial Markets
Connecticut
$257K – – –
LSA
3113
Lansing Street Advisors
Pennsylvania
$256K +$25.3K +44 +11%
AAG
3114
Armstrong Advisory Group
Massachusetts
$256K +$41.9K +73 +19%
IPW
3115
Impact Partnership Wealth
Georgia
$256K +$11.5K +20 +5%
BCM
3116
Bienville Capital Management
New York
$256K -$163K -284 -39%
MHIC
3117
Marble Harbor Investment Counsel
Massachusetts
$256K -$63.2K -110 -20%
LIA
3118
LifePlan Investment Advisors
North Carolina
$256K -$8.61K -15 -3%
WAS
3119
Wealth Advisory Solutions
Indiana
$255K -$105K -182 -29%
IDBONY
3120
Israel Discount Bank of New York
New York
$255K -$5.17K -9 -2%
ZI
3121
ZEGA Investments
Florida
$254K +$3.45K +6 +1%
HA
3122
Hofer & Associates
California
$254K -$118K -206 -32%
IW
3123
Instrumental Wealth
Florida
$254K +$17.8K +31 +7%
ORC
3124
O'Rourke & Company
Massachusetts
$253K +$21.8K +38 +9%
AWA
3125
Artemis Wealth Advisors
New York
$253K – – –
123 124
125
126 127