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Name Holding Trade Value Shares
Change 		Change in
Stake
JSSH
1301
J. Safra Sarasin Holding
$404K +$94.2K +587 +31%
SAM
1302
SP Asset Management
California
$402K – – –
SWGC
1303
Summit Wealth Group (Colorado)
Colorado
$402K +$401K +2,500 New
WWM
1304
Wolff Wiese Magana
California
$400K -$19.1K -119 -5%
VW
1305
Vance Wealth
California
$397K -$140K -873 -26%
RYIA
1306
Roehl & Yi Investment Advisors
Oregon
$396K -$43.5K -271 -10%
ACM
1307
Advisors Capital Management
New Jersey
$395K -$62.5K -389 -14%
EPW
1308
Evolve Private Wealth
California
$395K +$394K +2,453 New
NRI
1309
NFP Retirement Inc
California
$395K -$157K -979 -29%
PFG
1310
Prosperity Financial Group
California
$394K +$32.1K +200 +9%
LWM
1311
Laidlaw Wealth Management
New York
$394K +$28.9K +180 +8%
SPC
1312
Spirepoint Private Client
Florida
$394K +$38.5K +240 +11%
LFP
1313
Leeward Financial Partners
Washington
$394K – – –
WFA
1314
WMG Financial Advisors
Tennessee
$393K – – –
RCAG
1315
Rehmann Capital Advisory Group
Michigan
$392K +$151K +943 +63%
GGA
1316
Granite Group Advisors
Connecticut
$390K +$389K +2,424 New
TA
1317
Tectonic Advisors
Texas
$389K -$45.9K -286 -11%
RIP
1318
Reliant Investment Partners
North Carolina
$385K +$4.5K +28 +1%
MHC
1319
May Hill Capital
Massachusetts
$385K -$3.69K -23 -1%
CWMK
1320
Caliber Wealth Management (Kansas)
Kansas
$381K -$9.79K -61 -3%
VDC
1321
Van Diest Capital
Iowa
$380K +$379K +2,362 New
FI
1322
FWG Investments
Kentucky
$379K -$19.9K -124 -5%
BIAS
1323
Beacon Investment Advisory Services
New Jersey
$378K – – –
FGP
1324
Freestone Grove Partners
California
$377K +$45.8K +285 +14%
GAM
1325
Gemmer Asset Management
California
$377K – – –
51 52
53
54 55