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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2101
Thryve Wealth Management
Texas
$831K +$955K +8,858 New
CG
2102
Cynosure Group
Utah
$829K -$395K -3,660 -29%
TWA
2103
TCI Wealth Advisors
Arizona
$828K +$59.9K +556 +7%
FCG
2104
Fielder Capital Group
Tennessee
$828K -$112K -1,035 -10%
MB
2105
MidFirst Bank
Oklahoma
$827K +$1.31M +12,152 New
AI
2106
Accredited Investors
Minnesota
$827K +$10.3K +96 +1%
JDLA
2107
J. Derek Lewis & Associates
California
$826K +$949K +8,807 New
CWA
2108
Crusonia Wealth Advisors
Colorado
$826K +$949K +8,805 New
FPGK
2109
Financial Partners Group (Kansas)
Kansas
$825K +$20.4K +189 +2%
ST
2110
Smithfield Trust
Pennsylvania
$824K +$37.7K +350 +4%
DW30
2111
Drucker Wealth 3.0
New Jersey
$822K -$4.42K -41 -0.5%
APA
2112
Astoria Portfolio Advisors
New York
$820K +$219K +2,029 +23%
LJAC
2113
L.J. Altfest & Co
New York
$820K -$1.49M -13,798 -61%
SFG
2114
Shum Financial Group
California
$818K +$54.9K +509 +6%
IP
2115
Indivisible Partners
Florida
$818K +$941K +8,729 New
BFG
2116
Beacon Financial Group
Texas
$818K -$42.6K -395 -4%
GWM
2117
GK Wealth Management
Nevada
$815K -$59.2K -549 -6%
RCA
2118
Ranch Capital Advisors
Florida
$812K +$3.67K +34 +0.4%
BWM
2119
Bernicke Wealth Management
Wisconsin
$807K +$927K +8,603 New
BOPW
2120
Brandywine Oak Private Wealth
Pennsylvania
$804K -$26.1K -242 -3%
PCMU
2121
Paragon Capital Management (Utah)
Utah
$804K -$366K -3,393 -28%
WWM
2122
Wolff Wiese Magana
California
$803K +$18.7K +173 +2%
RLWM
2123
RF&L Wealth Management
Massachusetts
$800K +$920K +8,532 New
ACC
2124
Acorn Creek Capital
Colorado
$799K +$466K +4,321 +103%
UWS
2125
Unique Wealth Strategies
Illinois
$798K +$652K +6,046 +246%
83 84
85
86 87