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Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
1876
Fortem Financial Group
California
$8.97M +$242K +1,912 +2%
PAWA
1877
Palo Alto Wealth Advisors
California
$8.97M +$5.44M +42,903 +164%
FFAM
1878
Forge First Asset Management
Canada
$8.96M +$9.46M +74,660 +968%
CQWA
1879
Chokshi & Queen Wealth Advisors
California
$8.96M -$115K -908 -1%
QWM
1880
Quadcap Wealth Management
Texas
$8.96M +$194K +1,530 +2%
SSWM
1881
Sheets Smith Wealth Management
North Carolina
$8.95M -$10.9K -86 -0.1%
VIA
1882
Victrix Investment Advisors
Florida
$8.94M -$170K -1,345 -2%
SFCL
1883
Strengthening Families & Communities LLC
Massachusetts
$8.94M +$12.3K +97 +0.1%
OPW
1884
Osprey Private Wealth
New York
$8.93M +$1.63M +12,840 +18%
CCP
1885
Clarity Capital Partners
California
$8.93M +$276K +2,176 +3%
RFA
1886
ROI Financial Advisors
Oregon
$8.93M -$343K -2,704 -3%
FIC
1887
FCG Investment Company
Tennessee
$8.93M +$1.58M +12,493 +18%
JCM
1888
Jacobi Capital Management
Pennsylvania
$8.92M -$301K -2,372 -3%
FHC
1889
First Heartland Consultants
Missouri
$8.92M -$647K -5,102 -6%
AWC
1890
Abundance Wealth Counselors
Pennsylvania
$8.91M -$566K -4,462 -5%
AP
1891
Advisors Preferred
Maryland
$8.9M +$10.2M +80,834 New
FG
1892
Fiduciary Group
Georgia
$8.89M +$5.07M +39,971 +95%
BFS
1893
Bard Financial Services
Connecticut
$8.88M -$6.34K -50 -0.1%
CCIA
1894
Cherry Creek Investment Advisors
Colorado
$8.88M -$988K -7,796 -9%
OPW
1895
Oxler Private Wealth
New York
$8.87M – – –
RW
1896
Rockport Wealth
Ohio
$8.86M +$10.1M +79,624 +3,779%
TWP
1897
Tempus Wealth Planning
California
$8.86M +$13.9K +110 +0.1%
SC
1898
SummitTX Capital
Texas
$8.86M +$10.4M +81,716 New
RPWA
1899
Regent Peak Wealth Advisors
Georgia
$8.85M -$22.1K -174 -0.2%
HCCM
1900
Hudson Canyon Capital Management
New York
$8.83M -$1.62M -12,750 -14%
74 75
76
77 78