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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
2776
Kassira Wealth Management
Tennessee
$8.02M -$66K -321 -0.8%
RC
2777
RBF Capital
California
$8M – – –
NAMP
2778
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$8M -$263K -1,280 -3%
EWA
2779
Exit Wealth Advisors
Georgia
$8M +$932K +4,535 +13%
SW
2780
SkyOak Wealth
Michigan
$7.99M -$226K -1,100 -3%
NWAG
2781
Net Worth Advisory Group
Utah
$7.98M -$235K -1,141 -3%
RCA
2782
Runnymede Capital Advisors
Ohio
$7.98M -$106K -515 -1%
SFGP
2783
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$7.95M +$413K +2,011 +5%
BWA
2784
BlueSky Wealth Advisors
North Carolina
$7.94M -$7.2M -35,042 -47%
GRR
2785
Golden Reserve Retirement
Ohio
$7.94M +$3.56M +17,320 +78%
WCM
2786
Winthrop Capital Management
Indiana
$7.93M -$239K -1,163 -3%
CFA
2787
Collaborative Fund Advisors
Nevada
$7.93M +$2.36M +11,477 +41%
LFP
2788
Leeward Financial Partners
Washington
$7.93M +$135K +657 +2%
CV
2789
Counterweight Ventures
North Carolina
$7.92M -$303K -1,473 -4%
RA
2790
Rubicon Advisors
California
$7.92M +$87.2K +424 +1%
IIC
2791
Ironwood Investment Counsel
Arizona
$7.92M +$577K +2,807 +8%
GCM
2792
Gibraltar Capital Management
Oklahoma
$7.91M +$176K +855 +2%
VAM
2793
VMS Asset Management
$7.91M +$1.57M +7,620 +24%
EHC
2794
Everett Harris & Co
California
$7.91M +$50.6K +246 +0.6%
LC
2795
Legacy CG
Texas
$7.9M -$235K -1,143 -3%
TIA
2796
Traphagen Investment Advisors
New Jersey
$7.89M -$60.9K -296 -0.7%
TWML
2797
Todd Wealth Management, LLC
Florida
$7.88M +$82K +399 +1%
SWM
2798
Sandro Wealth Management
New Jersey
$7.87M +$403K +1,958 +5%
MAM
2799
Mirabaud Asset Management
United Kingdom
$7.87M -$4.82M -23,454 -37%
QFA
2800
Quantum Financial Advisors
California
$7.85M +$1.33M +6,454 +20%
110 111
112
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