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Name Holding Trade Value Shares
Change 		Change in
Stake
CM
1726
Capula Management
Cayman Islands
$6.68M -$750K -1,226 -9%
UAG
1727
United Advisor Group
Ohio
$6.67M +$48.3K +79 +0.7%
PL
1728
Plancorp LLC
Missouri
$6.67M +$787K +1,287 +15%
QWM
1729
Quadcap Wealth Management
Texas
$6.66M +$427K +698 +6%
NG
1730
NWK Group
California
$6.66M +$27.5K +45 +0.4%
GC
1731
Garde Capital
Washington
$6.66M +$543K +888 +8%
SC
1732
Scholtz & Company
Connecticut
$6.65M -$1.97M -3,214 -21%
SCS
1733
Sound Capital Solutions
Florida
$6.64M +$7.21M +11,787 New
BFO
1734
Biltmore Family Office
North Carolina
$6.63M -$615K -1,005 -8%
WA
1735
Wealth Alliance
New York
$6.6M -$1.21M -1,984 -14%
SW
1736
SkyOak Wealth
Michigan
$6.6M -$77.7K -127 -1%
NG
1737
Navigation Group
California
$6.59M +$42.2K +69 +0.6%
ACM
1738
Alcosta Capital Management
California
$6.56M -$413K -676 -5%
PVI
1739
Partners Value Investments
Bermuda
$6.54M – – –
PFA
1740
Pure Financial Advisors
California
$6.51M +$815K +1,333 +13%
VWM
1741
VCI Wealth Management
Missouri
$6.51M +$1.76M +2,875 +33%
CWM
1742
Circle Wealth Management
New Jersey
$6.51M -$1.71M -2,798 -20%
MIM
1743
Marco Investment Management
Georgia
$6.5M +$95.4K +156 +1%
MFS
1744
Mirabella Financial Services
United Kingdom
$6.5M +$3.95M +6,466 +127%
CAWM
1745
Capital Advisors Wealth Management
Washington
$6.5M +$65.4K +107 +0.9%
PWS
1746
Proactive Wealth Strategies
Georgia
$6.5M +$1.15M +1,887 +20%
PIA
1747
Prakash Investment Advisors
Massachusetts
$6.49M -$1.06M -1,730 -13%
SLWA
1748
San Luis Wealth Advisors
California
$6.49M +$772K +1,262 +12%
AC
1749
Addenda Capital
Quebec, Canada
$6.48M – – –
LIM
1750
Leavell Investment Management
Alabama
$6.46M -$693K -1,134 -9%
68 69
70
71 72