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Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
976
Proficio Capital Partners
Massachusetts
$388K +$281K +1,525 New
NWM
977
Northwest Wealth Management
Iowa
$387K -$156K -849 -36%
KWM
978
Keebeck Wealth Management
Illinois
$383K +$277K +1,504 New
LA
979
LM Advisors
California
$382K +$220K +1,197 +395%
SWGC
980
Summit Wealth Group (Colorado)
Colorado
$376K +$272K +1,477 New
GCM
981
Gables Capital Management
Florida
$375K – – –
FFA
982
Florida Financial Advisors
Florida
$374K +$271K +1,471 New
WRPWM
983
Werba Rubin Papier Wealth Management
California
$374K -$788K -4,283 -74%
SIG
984
Spinnaker Investment Group
California
$374K +$4.23K +23 +2%
FWA
985
Fulcrum Wealth Advisors
Washington
$370K -$55.2K -300 -17%
HCM
986
Hollencrest Capital Management
California
$370K +$153K +830 +133%
CSA
987
Cornerstone Select Advisors
Missouri
$368K +$266K +1,445 New
SFG
988
SevenBridge Financial Group
Pennsylvania
$367K +$204K +1,110 New
FWP
989
Family Wealth Partners
North Carolina
$366K +$265K +1,438 New
OAM
990
Occidental Asset Management
California
$365K +$264K +1,435 New
AA
991
Alta Advisers
United Kingdom
$363K – – –
PCM
992
Pincus Capital Management
New York
$363K – – –
KAM
993
Knightsbridge Asset Management
California
$362K -$135K -731 -34%
PPWP
994
Premier Path Wealth Partners
New Jersey
$361K -$53.9K -293 -17%
KIA
995
Kraematon Investment Advisors
Massachusetts
$360K -$28.9K -157 -10%
BBA
996
Baader Bank Aktiengesellschaft
Germany
$359K +$259K +1,410 New
AWC
997
Abundance Wealth Counselors
Pennsylvania
$358K -$58.9K -320 -19%
BCM
998
Brookstone Capital Management
Illinois
$357K +$258K +1,404 New
TPWA
999
Twin Peaks Wealth Advisors
California
$357K +$4.42K +24 +2%
BAM
1000
Belpointe Asset Management
Nevada
$356K +$258K +1,400 New
38 39
40
41 42