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Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
826
FAS Wealth Partners
Kansas
$603K -$26.2K -240 -4%
GC
827
Gilbert & Cook
Iowa
$603K -$3.92K -36 -0.6%
WR
828
WD Rutherford
Oregon
$600K +$780K +7,155 New
BFG
829
Birch Financial Group
New Hampshire
$600K -$49.9K -458 -7%
EWM
830
Empirical Wealth Management
Washington
$599K -$4.9K -45 -0.7%
SWA
831
Sax Wealth Advisors
New Jersey
$599K +$239K +2,195 +54%
AFA
832
AA Financial Advisors
Ohio
$599K +$14.3K +131 +2%
CA
833
Claro Advisors
Massachusetts
$598K +$104K +957 +18%
CMTU
834
Capital Markets Trading (UK)
United Kingdom
$597K -$2.02M -18,526 -75%
LSPW
835
Lake Street Private Wealth
Illinois
$594K -$38.7K -355 -5%
BHPW
836
Beverly Hills Private Wealth
California
$592K +$1.09K +10 +0.2%
TGAM
837
TBH Global Asset Management
Tennessee
$592K – – –
GCP
838
Gill Capital Partners
Colorado
$585K -$218 -2 -0%
BF
839
Brucke Financial
Indiana
$583K -$1.64K -15 -0.2%
QP
840
Quilter Plc
United Kingdom
$579K +$441K +4,050 +201%
CCFM
841
Clear Creek Financial Management
Washington
$579K -$21.8K -200 -3%
GAMC
842
Garner Asset Management Corp
Texas
$579K +$10.7K +98 +2%
CC
843
Callan Capital
California
$575K +$133K +1,225 +26%
GC
844
GFG Capital
Florida
$571K -$120K -1,100 -16%
CP
845
Castleview Partners
Texas
$569K +$11.1K +102 +2%
TCPG
846
Trivant Custom Portfolio Group
California
$569K +$649K +5,959 New
MFS
847
Miller Financial Services
Michigan
$569K -$31.2K -286 -5%
MGWM
848
Marks Group Wealth Management
Minnesota
$568K -$235K -2,158 -27%
AGA
849
Accuvest Global Advisors
Utah
$566K +$646K +5,929 New
PCG
850
Prosperity Consulting Group
Maryland
$565K +$11K +101 +2%
32 33
34
35 36