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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
826
Dakota Wealth Management
Florida
$324K +$266K +4,158 New
SMA
827
Seven Mile Advisory
New Jersey
$324K +$1.41K +22 +0.5%
FFM
828
Forum Financial Management
Illinois
$321K -$16.5K -259 -6%
WAP
829
Wealthcare Advisory Partners
Pennsylvania
$321K +$21.8K +341 +9%
WPC
830
Wedmont Private Capital
Pennsylvania
$320K +$263K +4,116 New
BZWA
831
Blue Zone Wealth Advisors
California
$318K +$261K +4,080 New
AF
832
Advisornet Financial
Minnesota
$317K – – –
SIM
833
SRS Investment Management
New York
$317K – – –
CWG
834
Cornerstone Wealth Group
North Carolina
$316K – – –
AC
835
Abbrea Capital
California
$316K -$64 -1 -0%
HC
836
Henshaw Capital
Massachusetts
$316K – – –
GSC
837
Grey Street Capital
Illinois
$314K – – –
CCA
838
Checchi Capital Advisers
California
$313K +$256K +4,016 New
GT
839
Glenmede Trust
Pennsylvania
$310K +$254K +3,981 New
SWM
840
Sculati Wealth Management
Michigan
$310K -$12.8K -200 -5%
IAP
841
Indie Asset Partners
Indiana
$310K -$11.5K -180 -4%
BAM
842
Belpointe Asset Management
Nevada
$309K +$253K +3,964 New
TGAM
843
TBH Global Asset Management
Tennessee
$308K +$252K +3,949 New
CWA
844
Canvas Wealth Advisors
Kansas
$308K -$47.9K -750 -17%
CW
845
CreativeOne Wealth
Kansas
$307K +$251K +3,936 New
GWANC
846
Guardian Wealth Advisors (North Carolina)
North Carolina
$307K -$32.6K -510 -11%
BCG
847
Breakwater Capital Group
New Jersey
$306K +$243K +3,811 New
PG
848
Prostatis Group
Maryland
$303K +$248K +3,890 New
RRA
849
Round Rock Advisors
Connecticut
$302K +$248K +3,880 New
TSWM
850
Tyler-Stone Wealth Management
Ohio
$301K +$51.1K +800 +26%
32 33
34
35 36