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Name Holding Trade Value Shares
Change 		Change in
Stake
WG
2251
Wealth Group
North Carolina
$2.53M +$61.2K +119 +3%
KAM
2252
KEB Asset Management
Illinois
$2.53M -$121K -235 -5%
TC
2253
Trilogy Capital
California
$2.52M +$393K +764 +21%
CCG
2254
Coastwise Capital Group
California
$2.52M +$51.5K +100 +2%
RGC
2255
Roberts, Glore & Co
Illinois
$2.52M -$53.5K -104 -2%
AC
2256
AlphaCore Capital
California
$2.52M +$432K +839 +24%
MAM
2257
Marotta Asset Management
Virginia
$2.5M -$15.4K -30 -0.7%
TAM
2258
Titleist Asset Management
Texas
$2.49M -$13.4K -26 -0.6%
ABWM
2259
Alpine Bank Wealth Management
Colorado
$2.49M +$2.24M +4,345 New
BSC
2260
Brown Shipley & Co
United Kingdom
$2.49M -$149K -289 -6%
AF
2261
Apexium Financial
Texas
$2.49M +$37.6K +73 +2%
FWP
2262
Falcon Wealth Planning
California
$2.48M -$9.26K -18 -0.4%
DBIA
2263
Dumont & Blake Investment Advisors
New Jersey
$2.48M -$2.25M -4,368 -50%
RAM
2264
Redmond Asset Management
Virginia
$2.48M -$135K -262 -6%
PGWM
2265
Pitti Group Wealth Management
New York
$2.47M – – –
BHB
2266
Bank Hapoalim BM
Israel
$2.46M -$68.9K -134 -3%
CWS
2267
Cypress Wealth Services
California
$2.46M +$83.9K +163 +4%
PFA
2268
Pure Financial Advisors
California
$2.45M +$129K +251 +6%
FFA
2269
Florida Financial Advisors
Florida
$2.45M +$270K +524 +14%
TSWM
2270
Tyler-Stone Wealth Management
Ohio
$2.45M +$1.36M +2,634 +161%
SAW
2271
Signal Advisors Wealth
Michigan
$2.44M +$1.93M +3,744 +720%
SCP
2272
Sender Company & Partners
New York
$2.44M +$1.76M +3,412 +402%
CAL
2273
Capital Analysts LLC
Pennsylvania
$2.44M +$169K +329 +8%
TNAM
2274
Terra Nova Asset Management
New York
$2.43M +$22.6K +44 +1%
MIM
2275
Moseley Investment Management
Florida
$2.43M +$35.5K +69 +2%
89 90
91
92 93