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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1101
Continuum Advisory
Idaho
$219K -$8.39K -12 -4%
MC
1102
Moors & Cabot
Massachusetts
$218K -$68.5K -98 -24%
BPW
1103
BLVD Private Wealth
Kentucky
$218K -$2.8K -4 -1%
BFG
1104
Birch Financial Group
New Hampshire
$216K +$1.4K +2 +0.6%
IAS
1105
Investment Advisory Services
Texas
$216K -$45.5K -65 -17%
SFGP
1106
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$213K +$699 +1 +0.3%
BBHC
1107
Brown Brothers Harriman & Co
New York
$213K +$162K +231 +312%
MGIA
1108
Moneta Group Investment Advisors
Missouri
$212K +$8.39K +12 +4%
USCWA
1109
U.S. Capital Wealth Advisors
Texas
$211K +$212K +303 New
OWA
1110
Opal Wealth Advisors
New York
$209K -$27.3K -39 -12%
GWM
1111
GSB Wealth Management
Connecticut
$209K – – –
TIAM2
1112
Tru Independence Asset Management 2
Oregon
$209K – – –
SAMT
1113
Select Asset Management & Trust
Pennsylvania
$209K – – –
LI
1114
LRI Investments
Florida
$209K -$300K -429 -59%
AWE
1115
Avidian Wealth Enterprises
Texas
$209K -$16.8K -24 -7%
ISWM
1116
Independent Solutions Wealth Management
New York
$208K – – –
SF
1117
Symphony Financial
Texas
$207K -$3.09M -4,421 -94%
ATC
1118
Argent Trust Co
Tennessee
$207K – – –
QWM
1119
Quadcap Wealth Management
Texas
$206K +$11.2K +16 +6%
SL
1120
Sentry LLC
Tennessee
$205K -$159K -228 -44%
FFP
1121
FourThought Financial Partners
Florida
$205K -$3.5K -5 -2%
FEM
1122
Fulcrum Equity Management
Texas
$205K -$1.4K -2 -0.7%
CWS
1123
Confluence Wealth Services
Pennsylvania
$205K +$2.8K +4 +1%
TFS
1124
Thoroughbred Financial Services
Tennessee
$203K -$62.9K -90 -24%
GWSG
1125
GPS Wealth Strategies Group
Colorado
$202K – – –
43 44
45
46 47