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Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
3176
Ridgecrest Wealth Partners
California
$5.6M +$41.4K +99 +0.7%
PC
3177
Payne Capital
Oregon
$5.59M -$333K -797 -5%
CWP
3178
Curated Wealth Partners
California
$5.59M +$1.71M +4,083 +37%
JCM
3179
Jacobsen Capital Management
Utah
$5.59M -$282K -674 -4%
AV
3180
Aspiring Ventures
Ohio
$5.58M +$210K +501 +3%
BRG
3181
Bay Rivers Group
Virginia
$5.57M -$16.3K -39 -0.3%
AFG
3182
ABLE Financial Group
Arizona
$5.56M -$5.86K -14 -0.1%
NERM
3183
New England Research & Management
Illinois
$5.56M +$22.2K +53 +0.4%
AGP
3184
Aspire Growth Partners
Florida
$5.55M +$329K +787 +6%
FHC
3185
First Heartland Consultants
Missouri
$5.55M -$154K -369 -2%
ACA
3186
Affinity Capital Advisors
California
$5.55M -$250K -597 -4%
RFG
3187
RFP Financial Group
Georgia
$5.55M -$89.5K -214 -1%
KA
3188
Kercheville Advisors
Texas
$5.55M -$935K -2,234 -13%
HFBOT
3189
Home Federal Bank of Tennessee
Tennessee
$5.54M +$136K +325 +2%
PWM
3190
Purus Wealth Management
California
$5.54M +$375K +897 +6%
SSWM
3191
Sheets Smith Wealth Management
North Carolina
$5.54M -$400K -955 -6%
SPF
3192
South Plains Financial
Texas
$5.53M +$439K +1,050 +8%
IQI
3193
Integrated Quantitative Investments
Washington
$5.53M -$2.49M -5,957 -28%
ACM
3194
Ashford Capital Management
Delaware
$5.53M -$1.33M -3,174 -18%
SIM
3195
Sterling Investment Management
Arizona
$5.53M +$181K +432 +3%
BLFG
3196
Brian Low Financial Group
Louisiana
$5.52M +$1.51M +3,607 +32%
NWAG
3197
Net Worth Advisory Group
Utah
$5.52M +$388K +927 +7%
SCP
3198
Steamboat Capital Partners
New York
$5.52M -$40.2K -96 -0.6%
BW
3199
Bravera Wealth
North Dakota
$5.52M -$188K -449 -3%
WWC
3200
Waypoint Wealth Counsel
Georgia
$5.52M -$1.36M -3,257 -18%
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128
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