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Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
1276
Beta Wealth Group
California
$635K +$10.3K +102 +2%
CSC
1277
Caldwell Sutter Capital
California
$635K +$906 +9 +0.1%
WIM
1278
WealthPlan Investment Management
Nebraska
$634K +$67.6K +671 +12%
OCM
1279
One Capital Management
California
$634K – – –
TW
1280
ticino wealth
California
$633K -$104K -1,033 -14%
RB
1281
Rodgers Brothers
Pennsylvania
$630K +$705 +7 +0.1%
WKWM
1282
Walter & Keenan Wealth Management
Indiana
$628K +$2.72K +27 +0.4%
SWP
1283
Summit Wealth Partners
Florida
$627K +$403 +4 +0.1%
ST
1284
Smithfield Trust
Pennsylvania
$624K – – –
WRPWM
1285
Werba Rubin Papier Wealth Management
California
$622K -$75.2K -747 -11%
AFP
1286
Ausdal Financial Partners
Iowa
$621K -$6.2M -61,588 -91%
SOS
1287
Silver Oak Securities
Tennessee
$620K -$149K -1,484 -20%
DFP
1288
Donalies Financial Planning
District of Columbia
$620K +$3.63K +36 +0.6%
CWP
1289
Core Wealth Partners
California
$618K +$2.52K +25 +0.4%
WAP
1290
Wealthcare Advisory Partners
Pennsylvania
$618K -$476K -4,726 -44%
LCM
1291
Lionhunter Capital Management
New York
$617K +$608K +6,042 New
CFP
1292
Catalyst Financial Partners
Massachusetts
$617K -$6.34K -63 -1%
MW
1293
MBL Wealth
North Carolina
$616K -$9.87K -98 -2%
LA
1294
LexAurum Advisors
Kansas
$616K -$21.5K -213 -3%
DP
1295
DDD Partners
Washington
$615K -$1.81K -18 -0.3%
RCM
1296
Ratan Capital Management
Florida
$614K – – –
TPWA
1297
TRUE Private Wealth Advisors
Oregon
$613K -$3.02K -30 -0.5%
FMTC
1298
Farmers & Merchants Trust Company
California
$610K -$176K -1,750 -23%
RIA
1299
Regal Investment Advisors
Michigan
$610K -$10.5K -104 -2%
CPWA
1300
Cerro Pacific Wealth Advisors
California
$610K +$107K +1,062 +22%
50 51
52
53 54