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Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
3301
Realta Investment Advisors
Delaware
$5.21M -$235K -582 -4%
ABWM
3302
Alpine Bank Wealth Management
Colorado
$5.2M -$59.9K -148 -1%
BSAM
3303
Blue Square Asset Management
New York
$5.2M +$10.1K +25 +0.2%
BOSSRA
3304
B.O.S.S. Retirement Advisors
Utah
$5.2M +$918K +2,269 +19%
LFS
3305
Lighthouse Financial Services
California
$5.2M +$36K +89 +0.7%
ACM
3306
Avalon Capital Management
California
$5.19M -$9.31K -23 -0.2%
GBA
3307
Garrison Bradford & Associates
New York
$5.18M +$271K +670 +5%
CIM
3308
Contravisory Investment Management
Massachusetts
$5.17M -$202K -499 -3%
MHWM
3309
Montz Harcus Wealth Management
Louisiana
$5.17M -$82.1K -203 -1%
HNWAG
3310
High Net Worth Advisory Group
Florida
$5.17M +$522K +1,290 +10%
GHA
3311
Granite Harbor Advisors
Texas
$5.17M -$101K -250 -2%
CPRC
3312
Consolidated Portfolio Review Corp
New York
$5.17M – – –
PRA
3313
Pine Ridge Advisers
New York
$5.17M – – –
MAM
3314
Montchanin Asset Management
Delaware
$5.16M -$763K -1,885 -12%
CFG
3315
Chapman Financial Group
Hawaii
$5.15M +$66.4K +164 +1%
CFIA
3316
Cantor Fitzgerald Investment Advisors
New York
$5.15M +$22.3K +55 +0.4%
TFP
3317
Tilia Fiduciary Partners
North Carolina
$5.15M +$111K +275 +2%
CGA
3318
Crescent Grove Advisors
Illinois
$5.14M +$479K +1,185 +9%
RC
3319
Rahlfs Capital
Texas
$5.13M -$80.9K -200 -1%
GDCM
3320
Galaxy Digital Capital Management
New York
$5.13M +$2.43M +5,994 +77%
RFA
3321
Register Financial Advisors
Georgia
$5.12M +$25.1K +62 +0.5%
PIA
3322
Pinion Investment Advisors
Kansas
$5.12M +$594K +1,469 +12%
SA
3323
SAM Advisors
California
$5.11M +$217K +536 +4%
GCA
3324
Gradient Capital Advisors
California
$5.11M -$130K -321 -2%
FPWM
3325
FSB Premier Wealth Management
Iowa
$5.11M -$233K -576 -4%
131 132
133
134 135