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Name Holding Trade Value Shares
Change 		Change in
Stake
DS
826
DRW Securities
Illinois
$382K +$38.1K +174 +13%
AFA
827
Avant Financial Advisors
Texas
$380K -$186K -850 -35%
1W
828
1776 Wealth
Georgia
$375K – – –
NF
829
Napier Financial
Massachusetts
$375K – – –
HA
830
Herold Advisors
New York
$373K – – –
DM
831
Diker Management
New York
$368K +$328K +1,500 New
FFM
832
Forum Financial Management
Illinois
$367K +$10.9K +50 +3%
HIC
833
Holderness Investments Company
North Carolina
$367K +$327K +1,496 New
APG
834
Abacus Planning Group
South Carolina
$364K – – –
RCA
835
Resonant Capital Advisors
Wisconsin
$364K -$50.8K -232 -14%
CAG
836
Crestwood Advisors Group
Massachusetts
$361K +$322K +1,471 New
MFA
837
Mayflower Financial Advisors
Massachusetts
$360K +$15.5K +71 +5%
BAAM
838
Baker Avenue Asset Management
California
$359K +$321K +1,465 New
GIA
839
Gladstone Institutional Advisory
Florida
$359K -$9.63K -44 -3%
IAS
840
Insigneo Advisory Services
Florida
$358K +$3.28K +15 +1%
BCM
841
Bayesian Capital Management
New York
$355K +$317K +1,449 New
PWMAG
842
Pinnacle Wealth Management Advisory Group
New Jersey
$355K +$317K +1,447 New
CWP
843
Core Wealth Partners
California
$353K – – –
SI
844
Stonekeep Investments
New Mexico
$351K +$7.66K +35 +3%
FWM
845
Focused Wealth Management
New York
$349K +$47K +215 +18%
GC
846
GatePass Capital
Ohio
$347K +$310K +1,415 New
CIA
847
Caerus Investment Advisors
Texas
$347K +$309K +1,414 New
PAM
848
Paradigm Asset Management
New York
$343K -$831K -3,800 -73%
GKFF
849
George Kaiser Family Foundation
Oklahoma
$342K +$305K +1,395 New
RWM
850
Revisor Wealth Management
Ohio
$341K – – –
32 33
34
35 36