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Name Holding Trade Value Shares
Change 		Change in
Stake
NG
3026
NWK Group
California
$2.35M -$506K -2,181 -18%
AWM
3027
Adams Wealth Management
Utah
$2.35M -$69.4K -299 -3%
BWM
3028
BigSur Wealth Management
Florida
$2.35M -$433K -1,865 -16%
RWG
3029
Regal Wealth Group
California
$2.34M +$232 +1 +0%
AFA
3030
Atlanta Financial Associates
Georgia
$2.33M – – –
GAMC
3031
Garner Asset Management Corp
Texas
$2.33M -$190K -820 -8%
RC
3032
RBO & Co
California
$2.32M +$54.5K +235 +2%
BI
3033
Blooom Inc
Kansas
$2.32M +$390K +1,681 +20%
HFG
3034
Heron Financial Group
New York
$2.31M +$94K +405 +4%
SCP
3035
Shorepoint Capital Partners
Massachusetts
$2.3M -$341K -1,471 -13%
BSSFA
3036
Baron Silver Stevens Financial Advisors
Florida
$2.3M +$20.6K +89 +0.9%
OWM
3037
OneAscent Wealth Management
Alabama
$2.3M -$1.13M -4,871 -33%
PBT
3038
Pictet Bank & Trust
Bahamas
$2.3M -$464K -2,000 -17%
PCMC
3039
Private Capital Management (Colorado)
Colorado
$2.29M -$322K -1,389 -13%
GAM
3040
Gould Asset Management
California
$2.29M -$36K -155 -2%
5L
3041
55I LLC
Massachusetts
$2.28M +$271K +1,167 +14%
DAM
3042
Doheny Asset Management
California
$2.27M -$78.2K -337 -3%
PIA
3043
Pinion Investment Advisors
Kansas
$2.27M +$49.2K +212 +2%
SWM
3044
Sugarloaf Wealth Management
Georgia
$2.27M +$913K +3,936 +69%
AIA
3045
Alera Investment Advisors
Illinois
$2.26M -$50.1K -216 -2%
HAC
3046
Harbor Advisory Corp
New Hampshire
$2.26M +$66.1K +285 +3%
TWM
3047
Titus Wealth Management
California
$2.26M +$195K +840 +10%
TFO
3048
Tarbox Family Office
California
$2.26M +$90.5K +390 +4%
PFC
3049
Phocas Financial Corp
California
$2.26M +$523K +2,255 +31%
MCAI
3050
Members Capital Advisors Inc
Wisconsin
$2.25M – – –
120 121
122
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