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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
2301
Sandy Cove Advisors
Massachusetts
$1.25M +$1.23M +3,706 New
FP
2302
Foundry Partners
Minnesota
$1.25M +$77.4K +233 +7%
BFWA
2303
Benchmark Financial Wealth Advisors
Florida
$1.24M +$34.9K +105 +3%
NFG
2304
Nations Financial Group
Iowa
$1.23M -$2.14M -6,434 -64%
MCC
2305
Malaga Cove Capital
California
$1.23M -$24.9K -75 -2%
AI
2306
Accredited Investors
Minnesota
$1.23M -$5.98K -18 -0.5%
BW
2307
Bison Wealth
Georgia
$1.23M -$112K -337 -8%
HA
2308
HFG Advisors
Ohio
$1.22M +$1.21M +3,638 New
CBB
2309
Citizens Business Bank
California
$1.22M +$211K +637 +21%
TTWM
2310
TCV Trust & Wealth Management
Virginia
$1.22M +$338K +1,019 +39%
PFP
2311
Paragon Financial Partners
California
$1.22M +$1.2M +3,628 New
PWS
2312
Peterson Wealth Services
Utah
$1.21M +$1.2M +3,610 New
MCM
2313
McRae Capital Management
New Jersey
$1.21M +$38.2K +115 +3%
FWM
2314
Foresight Wealth Management
Utah
$1.21M -$132K -398 -10%
PMFA
2315
Plante Moran Financial Advisors
Michigan
$1.2M +$370K +1,113 +45%
DCM
2316
DGS Capital Management
New Jersey
$1.19M +$1.17M +3,529 New
MAM
2317
Myriad Asset Management
Hong Kong
$1.18M -$17M -51,085 -94%
BFA
2318
Beacon Financial Advisory
Ohio
$1.18M +$66.7K +201 +6%
RB
2319
Renasant Bank
Mississippi
$1.18M +$398K +1,198 +52%
1WM
2320
1900 Wealth Management
Texas
$1.18M -$1.66K -5 -0.1%
EL
2321
Essex LLC
Illinois
$1.18M -$94.3K -284 -8%
CAIMH
2322
Central Asset Investments & Management Holdings
Hong Kong
$1.18M +$564K +1,700 +95%
CFO
2323
CVA Family Office
Colorado
$1.17M +$1.09M +3,298 +1,736%
PCM
2324
Pointe Capital Management
Michigan
$1.17M -$12.3K -37 -1%
BAAM
2325
Baker Avenue Asset Management
California
$1.17M +$347K +1,046 +43%
91 92
93
94 95