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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1401
Segment Wealth Management
Texas
$752K – – –
MAM
1402
Milestone Asset Management
Pennsylvania
$750K +$716K +3,535 New
PFBT
1403
Parkside Financial Bank & Trust
Missouri
$748K -$8.1K -40 -1%
MCI
1404
MRP Capital Investments
Georgia
$747K +$30.4K +150 +4%
EPA
1405
Element Pointe Advisors
Florida
$746K – – –
AAP
1406
Arax Advisory Partners
Colorado
$745K +$26.3K +130 +4%
GKWIM
1407
Gerber Kawasaki Wealth & Investment Management
California
$744K +$8.1K +40 +1%
TSS
1408
Two Sigma Securities
New York
$743K +$76K +375 +12%
CM
1409
CastleKnight Management
New York
$742K – – –
WWM
1410
Westwood Wealth Management
California
$742K – – –
RCM
1411
Raleigh Capital Management
North Carolina
$731K +$28.4K +140 +4%
OWP
1412
ORG Wealth Partners
Texas
$730K -$92.2K -455 -12%
HPC
1413
HM Payson & Co
Maine
$724K -$21.3K -105 -3%
AA
1414
Alta Advisers
United Kingdom
$724K +$84.1K +415 +14%
MWM
1415
Mindset Wealth Management
Indiana
$722K +$82K +405 +14%
MW
1416
Marcum Wealth
Ohio
$721K +$45.6K +225 +7%
ACM
1417
Avalon Capital Management
California
$721K +$203K +1,000 +42%
TPBG
1418
Turning Point Benefit Group
Maryland
$718K +$716K +3,535 New
FH
1419
FWG Holdings
Florida
$717K -$10.1K -50 -1%
VCWM
1420
Vista Cima Wealth Management
Arizona
$717K +$685K +3,380 New
FHWM
1421
Fox Hill Wealth Management
Massachusetts
$716K +$206K +1,015 +43%
AG
1422
AlTi Global
New York
$715K +$103K +510 +18%
PWMAG
1423
Pinnacle Wealth Management Advisory Group
New Jersey
$715K -$5.06K -25 -0.7%
ACG
1424
Allen Capital Group
Nebraska
$715K +$133K +655 +24%
SI
1425
Severin Investments
Missouri
$713K +$681K +3,360 New
55 56
57
58 59