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Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
901
Resonant Capital Advisors
Wisconsin
$333K +$37.6K +75 +12%
GC
902
Garde Capital
Washington
$333K +$5.02K +10 +1%
SCA
903
Sandy Cove Advisors
Massachusetts
$330K – – –
MAM
904
Martingale Asset Management
Massachusetts
$328K – – –
AF
905
Allworth Financial
California
$327K -$421K -838 -55%
IP
906
Ignite Planners
California
$327K +$37.1K +74 +12%
AU
907
AlphaGrep UK
$327K +$90.3K +180 +36%
CFG
908
Cooper Financial Group
California
$325K +$337K +671 New
PW
909
PUREfi Wealth
Massachusetts
$325K +$91.8K +183 +38%
GCP
910
GSA Capital Partners
United Kingdom
$324K +$335K +668 New
HAG
911
HighPoint Advisor Group
Illinois
$324K -$1.03M -2,046 -75%
DIM
912
Delta Investment Management
California
$323K +$42.7K +85 +15%
MCM
913
MAI Capital Management
Ohio
$321K +$122K +243 +58%
CWP
914
Curated Wealth Partners
California
$319K +$153K +304 +86%
TA
915
TFB Advisors
Kansas
$317K -$336K -669 -51%
MUMSS
916
Mitsubishi UFJ Morgan Stanley Securities
Japan
$317K -$23.1K -46 -7%
1WA
917
180 Wealth Advisors
Washington
$317K -$27.1K -54 -8%
LWL
918
Leo Wealth LLC
Texas
$315K +$326K +650 New
BIG
919
Brookwood Investment Group
Arizona
$314K +$18.6K +37 +6%
BCM
920
Boreal Capital Management
Florida
$310K +$40.1K +80 +14%
MHC
921
Meyer Handelman Company
New York
$308K +$35.6K +71 +13%
MSWM
922
McGlone Suttner Wealth Management
Wisconsin
$307K +$1.51K +3 +0.5%
ICP
923
Interchange Capital Partners
Pennsylvania
$305K +$20.6K +41 +8%
NWAG
924
Net Worth Advisory Group
Utah
$303K -$50.7K -101 -14%
CI
925
Carroll Investors
South Carolina
$301K -$671K -1,337 -68%
35 36
37
38 39