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Name Holding Trade Value Shares
Change 		Change in
Stake
MW
1276
Marcum Wealth
Ohio
$615K -$249K -6,750 -33%
DI
1277
Diligent Investors
California
$615K +$7.37K +200 +1%
EWA
1278
Etesian Wealth Advisors
Oregon
$613K +$13.6K +370 +3%
SHFP
1279
Second Half Financial Partners
Florida
$613K +$60K +1,630 +13%
PCIG
1280
Partners Capital Investment Group
Massachusetts
$612K +$512K +13,900 New
MIA
1281
MMBG Investment Advisors
Florida
$604K – – –
IF
1282
Integrity Financial
Wyoming
$603K – – –
CAMG
1283
CWA Asset Management Group
Florida
$603K +$143K +3,890 +40%
CT
1284
Columbia Trust
Oregon
$603K -$43.5K -1,180 -8%
SMC
1285
Smith, Moore & Co
Missouri
$600K -$4.42K -120 -0.9%
CANY
1286
Caxton Associates (New York)
New York
$596K -$540K -14,650 -52%
WFC
1287
Western Financial Corp
California
$595K -$46.8K -1,270 -9%
VAG
1288
VisionPoint Advisory Group
Texas
$593K +$127K +3,460 +35%
SFP
1289
Sweet Financial Partners
Minnesota
$592K -$136K -3,690 -22%
CFG
1290
Carr Financial Group
Massachusetts
$590K – – –
APA
1291
Astoria Portfolio Advisors
New York
$589K +$16.6K +450 +4%
IPW
1292
Invictus Private Wealth
Colorado
$587K -$192K -5,220 -28%
UAML
1293
US Asset Management LLC
Pennsylvania
$586K -$16.9K -460 -3%
PWA
1294
Providence Wealth Advisors
Illinois
$585K – – –
CBA
1295
Coastal Bridge Advisors
Connecticut
$585K -$280K -7,600 -36%
AWE
1296
Avidian Wealth Enterprises
Texas
$582K -$611K -16,580 -56%
1WA
1297
180 Wealth Advisors
Washington
$582K -$75.5K -2,050 -13%
BBWA
1298
Bell & Brown Wealth Advisors
California
$581K -$18.4K -500 -4%
HFG
1299
Heron Financial Group
New York
$578K – – –
DWP
1300
Daymark Wealth Partners
Ohio
$578K +$133K +3,620 +38%
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