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Name Holding Trade Value Shares
Change 		Change in
Stake
SWGC
1701
Summit Wealth Group (Colorado)
Colorado
$297K +$56.6K +598 +22%
SCM
1702
SCS Capital Management
Massachusetts
$296K -$7.57K -80 -2%
CCWM
1703
Correct Capital Wealth Management
Missouri
$296K +$11.3K +119 +4%
FMN
1704
Financial Management Network
California
$295K +$28.5K +301 +11%
RIP
1705
Reliant Investment Partners
North Carolina
$294K – – –
TAP
1706
TSG Advice Partners
Ohio
$294K +$12.9K +136 +4%
AWMM
1707
Aegis Wealth Management (Maryland)
Maryland
$292K +$757 +8 +0.2%
CMA
1708
Cedar Mountain Advisors
Oregon
$292K +$1.51K +16 +0.5%
BFF
1709
Byrne Financial Freedom
Massachusetts
$292K -$4.63K -49 -1%
RFWA
1710
RPg Family Wealth Advisory
Massachusetts
$291K +$51.2K +541 +20%
PWM
1711
Palumbo Wealth Management
New York
$291K -$22.4K -237 -7%
BP
1712
BNP Paribas
France
$291K – – –
S
1713
Sunpointe
Missouri
$291K -$331K -3,499 -52%
SOAG
1714
Silver Oak Advisory Group
Oregon
$291K – – –
CAM
1715
Clark Asset Management
New Hampshire
$291K +$62.9K +665 +26%
IWA
1716
IVC Wealth Advisors
Pennsylvania
$290K +$4.54K +48 +2%
FTUS
1717
Flow Traders U.S.
New York
$290K -$224K -2,369 -42%
TIA
1718
Tiemann Investment Advisors
California
$289K +$28.4K +300 +10%
SIC
1719
Samalin Investment Counsel
New York
$289K -$15K -159 -5%
EWA
1720
Exencial Wealth Advisors
Oklahoma
$289K -$2.18K -23 -0.7%
SCA
1721
Scott Capital Advisors
Oregon
$288K – – –
CL
1722
CPWA LLC
Oregon
$287K +$257K +2,718 New
HA
1723
Herold Advisors
New York
$287K +$2.84K +30 +0.9%
WP
1724
WealthShield Partners
North Carolina
$287K +$1.61K +17 +0.5%
TWM
1725
Tolleson Wealth Management
Texas
$287K – – –
67 68
69
70 71