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Name Holding Trade Value Shares
Change 		Change in
Stake
JPG
2701
Jordan Park Group
California
$7.27M – – –
BMWS
2702
Brady Martz Wealth Solutions
North Dakota
$7.27M +$1.24M +6,763 +19%
RW
2703
RVW Wealth
California
$7.26M -$251K -1,367 -3%
GCA
2704
Gallagher Capital Advisors
Texas
$7.26M +$165K +899 +2%
TAP
2705
TSG Advice Partners
Ohio
$7.25M +$178K +969 +2%
RIS
2706
Richmond Investment Services
Wisconsin
$7.25M +$440K +2,400 +6%
TC
2707
Tairen Capital
Hong Kong
$7.24M -$38M -207,200 -83%
KCFA
2708
Key Client Fiduciary Advisors
New Jersey
$7.23M -$86.6K -472 -1%
TW
2709
Traveka Wealth
California
$7.22M +$161K +879 +2%
BSG
2710
Black Swift Group
Colorado
$7.21M +$6.15M +33,525 +428%
EFG
2711
Elm3 Financial Group
Georgia
$7.21M -$219K -1,191 -3%
SCM
2712
Sirios Capital Management
Massachusetts
$7.21M +$554K +3,017 +8%
LBC
2713
Leigh Baldwin & Co
New York
$7.2M -$436K -2,377 -5%
CWM
2714
CCG Wealth Management
California
$7.19M +$5.21M +28,424 +222%
VR
2715
Vision Retirement
New Jersey
$7.18M -$90.8K -495 -1%
EGA
2716
E&G Advisors
Texas
$7.17M +$163K +888 +2%
CV
2717
Counterweight Ventures
North Carolina
$7.16M -$655K -3,570 -8%
SSA
2718
Shepherd Street Advisors
California
$7.16M -$103K -561 -1%
HPC
2719
Hobart Private Capital
North Carolina
$7.16M +$641K +3,494 +9%
SW
2720
SkyOak Wealth
Michigan
$7.15M -$12.7K -69 -0.2%
NWAG
2721
Net Worth Advisory Group
Utah
$7.15M +$471K +2,567 +7%
RCA
2722
Runnymede Capital Advisors
Ohio
$7.15M -$3.89M -21,213 -34%
AGAM
2723
Audent Global Asset Management
California
$7.12M -$2.58M -14,040 -26%
WCM
2724
Winthrop Capital Management
Indiana
$7.12M +$284K +1,547 +4%
WSWA
2725
Warren Street Wealth Advisors
California
$7.09M -$313K -1,707 -4%
107 108
109
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