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Name Holding Trade Value Shares
Change 		Change in
Stake
OBWG
2301
Onyx Bridge Wealth Group
New York
$8.67M -$204K -1,621 -3%
EFM
2302
Eley Financial Management
Vermont
$8.67M -$200K -1,586 -3%
MWM
2303
MGB Wealth Management
Texas
$8.67M -$680K -5,403 -9%
NTIC
2304
Napean Trading & Investment Company
Singapore
$8.66M -$2.76M -21,925 -29%
CCM
2305
Consolidated Capital Management
California
$8.65M +$1.33M +10,587 +24%
UWP
2306
Uniting Wealth Partners
Kansas
$8.63M +$174K +1,379 +3%
CFG
2307
CKW Financial Group
Hawaii
$8.62M +$3.27K +26 +0%
LAIC
2308
Lederer & Associates Investment Counsel
California
$8.62M -$28.4K -226 -0.4%
PWMG
2309
Prestige Wealth Management Group
New Jersey
$8.62M +$70.6K +561 +1%
SFM
2310
Sphera Funds Management
Israel
$8.61M +$3.13M +24,910 +84%
AA
2311
Apriem Advisors
California
$8.61M +$224K +1,781 +3%
HCM
2312
Highview Capital Management
Illinois
$8.61M +$174K +1,385 +3%
KIG
2313
Kessler Investment Group
Indiana
$8.58M -$8.81K -70 -0.1%
EA
2314
Everpar Advisors
Oklahoma
$8.58M +$832K +6,615 +14%
NAM
2315
NTV Asset Management
West Virginia
$8.56M +$30.5K +242 +0.4%
OWMIAS
2316
One Wealth Management Investment & Advisory Services
Florida
$8.55M +$204K +1,622 +3%
BSAM
2317
Blue Square Asset Management
New York
$8.53M -$1.02M -8,091 -13%
EFG
2318
Ethos Financial Group
Pennsylvania
$8.52M +$1.59M +12,612 +31%
SRC
2319
Shufro Rose & Co
New York
$8.52M -$233K -1,850 -2%
AWM
2320
Adams Wealth Management
Utah
$8.51M -$409K -3,247 -6%
WPW
2321
Watershed Private Wealth
Illinois
$8.51M -$68K -540 -1%
MWM
2322
Maridea Wealth Management
New York
$8.5M +$1.07M +8,466 +19%
PP
2323
Patron Partners
Texas
$8.49M +$257K +2,042 +4%
RFG
2324
Range Financial Group
Oregon
$8.48M -$433K -3,443 -6%
CWM
2325
Centric Wealth Management
Illinois
$8.48M +$316K +2,512 +6%
91 92
93
94 95