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Name Holding Trade Value Shares
Change 		Change in
Stake
CWMGO
4426
Capstone Wealth Management Group (Oregon)
Oregon
$2.13M -$215K -513 -8%
SBCM
4427
Silverberg Bernstein Capital Management
New York
$2.13M – – –
SGWM
4428
Sterling Group Wealth Management
California
$2.13M +$280K +669 +13%
NCG
4429
Newport Capital Group
New Jersey
$2.13M +$291K +695 +14%
WAM
4430
Worth Asset Management
Texas
$2.13M +$462K +1,105 +24%
AWA
4431
Archvest Wealth Advisors
California
$2.13M +$483K +1,154 +25%
MWPCG
4432
Measured Wealth Private Client Group
New Hampshire
$2.13M -$73.2K -175 -3%
AWP
4433
Atlas Wealth Partners
Pennsylvania
$2.12M -$28K -67 -1%
CPW
4434
Catalyst Private Wealth
California
$2.12M +$343K +819 +17%
WWA
4435
Wisconsin Wealth Advisors
Wisconsin
$2.12M +$304K +726 +15%
PAM
4436
Parvin Asset Management
South Dakota
$2.12M – – –
ICA
4437
Infrastructure Capital Advisors
New York
$2.12M +$1.87M +4,468 +357%
B
4438
Bayban
Minnesota
$2.11M +$37.2K +89 +2%
SC
4439
Stolper & Co
Oklahoma
$2.11M +$5.83M +13,936 +87%
APW
4440
Acima Private Wealth
Virginia
$2.11M – – –
LOAMU
4441
Lombard Odier Asset Management (USA)
New York
$2.11M +$672K +1,605 +39%
BWS
4442
Broadway Wealth Solutions
Texas
$2.11M +$342K +817 +17%
SGWP
4443
Sun Group Wealth Partners
California
$2.11M -$6.28K -15 -0.3%
CF
4444
Carlson Financial
Oregon
$2.11M +$35.6K +85 +2%
AWM
4445
Apex Wealth Management
New Hampshire
$2.11M +$779K +1,861 +49%
CP
4446
Creekside Partners
California
$2.11M -$49.4K -118 -2%
AFA
4447
Antonelli Financial Advisors
Michigan
$2.1M -$77K -184 -3%
GPFA
4448
Game Plan Financial Advisors
Ohio
$2.1M -$5.12M -12,228 -68%
FSWA
4449
Financial Synergies Wealth Advisors
Texas
$2.1M +$313K +748 +15%
EW
4450
Expressive Wealth
Illinois
$2.1M +$154K +369 +8%
176 177
178
179 180