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Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
3701
Fiduciary Financial Group
California
$5.08M +$261K +521 +5%
SHFG
3702
S Harris Financial Group
Texas
$5.07M +$5.26M +10,489 New
OWM
3703
Opes Wealth Management
California
$5.07M -$430K -859 -8%
IPW
3704
IronBridge Private Wealth
Texas
$5.07M – – –
EBA
3705
Eagle Bay Advisors
New York
$5.07M +$4.51K +9 +0.1%
GPWA
3706
Great Point Wealth Advisors
Massachusetts
$5.06M -$39.1K -78 -0.7%
GA
3707
Gordian Advisors
Arizona
$5.06M +$1K +2 +0%
PWS
3708
Proactive Wealth Strategies
Georgia
$5.06M +$572K +1,142 +12%
AWA
3709
AGH Wealth Advisors
Kansas
$5.06M -$61.6K -123 -1%
DIP
3710
Davis Investment Partners
North Carolina
$5.06M -$60.1K -120 -1%
MF
3711
Montis Financial
Massachusetts
$5.06M +$346K +690 +7%
LK
3712
Lumbard & Kellner
New Hampshire
$5.05M – – –
1CP
3713
17 Capital Partners
Arizona
$5.05M +$817K +1,630 +19%
LIA
3714
Lynx Investment Advisory
District of Columbia
$5.04M +$523K +1,044 +11%
MFGM
3715
Marshall Financial Group (Maryland)
Maryland
$5.03M -$494K -986 -9%
PPA
3716
Pilgrim Partners Asia
Singapore
$5.03M -$50.1K -100 -1%
BCM
3717
Brookmont Capital Management
Texas
$5.03M -$33.1K -66 -0.6%
PCMF
3718
Private Capital Management (Florida)
Florida
$5.02M +$898K +1,792 +21%
GRWP
3719
Green Ridge Wealth Planning
New Jersey
$5.02M +$5.2M +10,374 New
RLWM
3720
RF&L Wealth Management
Massachusetts
$5.02M -$12K -24 -0.2%
DE
3721
DV Equities
Illinois
$5.01M +$5.19M +10,361 New
PWP
3722
Precedent Wealth Partners
Texas
$5.01M +$148K +296 +3%
PW
3723
PUREfi Wealth
Massachusetts
$4.99M -$236K -471 -4%
DACS
3724
Dymon Asia Capital (Singapore)
Singapore
$4.99M +$4.17M +8,314 +416%
BDF
3725
Black Diamond Financial
Maryland
$4.99M +$1.3M +2,601 +34%
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