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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2401
TCFG Wealth Management
California
$412K +$12.4K +130 +3%
JF
2402
JSF Financial
California
$412K +$54.2K +570 +15%
LA
2403
Lifeworks Advisors
Michigan
$412K +$182K +1,910 +76%
EWM
2404
Elevatus Welath Management
New York
$411K +$20.9K +220 +5%
IHL
2405
Investment House LLC
California
$410K – – –
KCP
2406
Kera Capital Partners
California
$410K +$23.8K +250 +6%
FW
2407
FullCircle Wealth
Texas
$410K +$8.56K +90 +3%
LPFG
2408
Landing Point Financial Group
Ohio
$409K -$14.3K -150 -3%
MHR
2409
Matthew Hamilton Rosenberg
$409K – – –
TC
2410
Truvestments Capital
Florida
$409K +$78.9K +830 +23%
3IP
2411
3Chopt Investment Partners
Virginia
$409K +$417K +4,390 New
PBF
2412
Petix & Botte Financial
California
$408K – – –
SPI
2413
Sutton Place Investors
New York
$408K +$59K +620 +16%
KCFA
2414
Key Client Fiduciary Advisors
New Jersey
$407K +$51.4K +540 +14%
GBWM
2415
Granite Bay Wealth Management
New Hampshire
$406K – – –
PWM
2416
Palumbo Wealth Management
New York
$406K +$107K +1,130 +35%
JCFM
2417
JBR Co Financial Management
Oklahoma
$404K – – –
HNWAG
2418
High Net Worth Advisory Group
Florida
$403K +$411K +4,320 New
CPA
2419
Clear Point Advisors
New York
$403K -$32.3K -340 -7%
CG
2420
CFO4Life Group
Texas
$403K +$47.6K +500 +13%
CCAM
2421
Cascades Capital Asset Management
North Carolina
$401K -$1.9K -20 -0.5%
PW
2422
Potentia Wealth
California
$400K – – –
AWA
2423
Aletheian Wealth Advisors
Washington
$400K +$9.51K +100 +2%
OC
2424
Oarsman Capital
Wisconsin
$399K +$38K +400 +10%
LCM
2425
LCM Capital Management
Illinois
$398K +$39.9K +420 +11%
95 96
97
98 99