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Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
2351
9258 Wealth Management
Ohio
$683K +$10.5K +42 +1%
NJBEST
2352
New Jersey Better Educational Savings Trust
New Jersey
$682K – – –
CSA
2353
Cottage Street Advisors
Massachusetts
$681K -$850K -3,400 -53%
PCG
2354
Private Capital Group
Connecticut
$681K -$199K -795 -21%
SWA
2355
Sax Wealth Advisors
New Jersey
$681K -$50.5K -202 -6%
PGH
2356
Partners Group Holding
Switzerland
$681K +$385K +1,540 +101%
BFC
2357
Bedel Financial Consulting
Indiana
$680K -$7.5K -30 -1%
AWA
2358
Amplius Wealth Advisors
Pennsylvania
$679K -$23K -92 -3%
TFA
2359
Teamwork Financial Advisors
Texas
$679K +$356K +1,426 +88%
RCWM
2360
Royal Capital Wealth Management
Indiana
$678K -$80K -320 -9%
SWRP
2361
Summit Wealth & Retirement Planning
California
$678K -$6.5K -26 -0.8%
LPIC
2362
LeJeune Puetz Investment Counsel
Michigan
$678K +$225K +900 +42%
AIA
2363
Alera Investment Advisors
Illinois
$678K +$490K +1,959 +180%
GEA
2364
Glen Eagle Advisors
New Jersey
$676K -$285K -1,141 -27%
LCG
2365
Luxor Capital Group
New York
$676K -$1.25M -5,000 -62%
EFG
2366
Everhart Financial Group
Ohio
$676K -$65.7K -263 -8%
TCM
2367
Tradewinds Capital Management
Washington
$676K -$49.7K -199 -6%
APW
2368
Acima Private Wealth
Virginia
$675K – – –
FW
2369
FirstPurpose Wealth
Utah
$675K +$185K +742 +32%
AWM
2370
Alterna Wealth Management
Texas
$674K +$96.5K +386 +15%
BAM
2371
Bayshore Asset Management
Florida
$671K – – –
GCM
2372
Gladius Capital Management
Illinois
$671K +$425K +1,702 +130%
AF
2373
Apexium Financial
Texas
$670K – – –
OFS
2374
OneAscent Financial Services
Alabama
$670K +$269K +1,077 +56%
FCM
2375
Fourpath Capital Management
Oklahoma
$669K -$44.2K -177 -6%
93 94
95
96 97