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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
851
Physician Wealth Advisors
Utah
$753K – – –
C
852
Certuity
Florida
$753K +$90.8K +750 +14%
WF
853
Welch & Forbes
Massachusetts
$751K – – –
TA
854
Tectonic Advisors
Texas
$749K -$108K -890 -13%
BWG
855
Beta Wealth Group
California
$737K +$47.8K +395 +7%
TFCP
856
Twin Focus Capital Partners
Massachusetts
$736K -$7.27K -60 -1%
CS
857
Capital Square
Tennessee
$734K +$6.05K +50 +0.9%
GCP
858
GSA Capital Partners
United Kingdom
$731K +$437K +3,605 +159%
AWM
859
Altium Wealth Management
New York
$729K +$13.3K +110 +2%
GFP
860
Gryphon Financial Partners
Ohio
$726K -$26.6K -220 -4%
SS
861
Simplicity Solutions
Minnesota
$719K +$129K +1,065 +23%
FRA
862
Frank Rimerman Advisors
California
$715K +$696K +5,745 New
CF
863
Copperwynd Financial
Arizona
$712K +$69K +570 +11%
MG
864
Mather Group
Illinois
$697K -$269K -2,225 -28%
DSAM
865
Dock Street Asset Management
Florida
$696K – – –
MFA
866
Mayflower Financial Advisors
Massachusetts
$695K +$605 +5 +0.1%
SLT
867
St Louis Trust
Missouri
$693K +$675K +5,570 New
NAM
868
NorthCoast Asset Management
Connecticut
$685K -$18.2K -150 -3%
WMA
869
Wealth Management Associates
New Jersey
$684K – – –
CG
870
Cutler Group
California
$683K -$17.7M -146,505 -96%
RWB
871
RMR Wealth Builders
New Jersey
$683K – – –
AFAS
872
Acorn Financial Advisory Services
Virginia
$677K -$4.24K -35 -0.6%
EW
873
Evoke Wealth
California
$674K -$10.3K -85 -2%
EAM
874
Evanson Asset Management
California
$674K -$7.87K -65 -1%
BCM
875
Breiter Capital Management
Florida
$667K – – –
33 34
35
36 37