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Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1551
Certified Advisory Corp
Florida
$653K +$1.13K +20 +0.2%
JEST
1552
JTC Employer Solutions Trustee
Jersey
$652K – – –
SP
1553
Stonebrook Private
Michigan
$652K +$12.4K +220 +2%
DA
1554
Doliver Advisors
Texas
$651K -$9.02K -160 -1%
HPM
1555
Hoxton Planning & Management
West Virginia
$647K +$6.2K +110 +1%
MTC
1556
McDaniel Terry & Co
Texas
$645K +$35K +620 +6%
CFG
1557
Carr Financial Group
Massachusetts
$645K +$56.4K +1,000 +10%
PPC
1558
Park Place Capital
Alabama
$643K -$169K -3,000 -22%
SC
1559
Shay Capital
New York
$641K +$595K +10,550 New
LCC
1560
Lincoln Capital Corp
Rhode Island
$638K +$28.2K +500 +5%
NFG
1561
Nadler Financial Group
Illinois
$635K -$36.6K -650 -6%
WA
1562
Wealthstream Advisors
New York
$635K -$10.7K -190 -2%
PPP
1563
Private Portfolio Partners
New Jersey
$633K +$9.59K +170 +2%
OWA
1564
Opal Wealth Advisors
New York
$632K +$7.33K +130 +1%
KA
1565
Klingman & Associates
New York
$630K +$9.02K +160 +2%
IP
1566
Ignite Planners
California
$629K +$61.5K +1,090 +12%
SPIO
1567
Seven Post Investment Office
California
$626K – – –
WJA
1568
Willis Johnson & Associates
Texas
$626K +$47.9K +850 +9%
FHC
1569
First Heartland Consultants
Missouri
$624K +$92.5K +1,640 +19%
BFS
1570
Bard Financial Services
Connecticut
$623K -$28.2K -500 -5%
SIG
1571
Stonegate Investment Group
Alabama
$623K -$8.46K -150 -1%
NRC
1572
New Republic Capital
North Carolina
$622K +$15.8K +280 +3%
OWG
1573
Oxford Wealth Group
Florida
$621K +$577K +10,230 New
SAG
1574
Spotlight Asset Group
Illinois
$621K – – –
WWM
1575
Westwood Wealth Management
California
$619K +$291K +5,170 +103%
61 62
63
64 65