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Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1101
Moors & Cabot
Massachusetts
$218K -$68.5K -98 -24%
BPW
1102
BLVD Private Wealth
Kentucky
$218K -$2.8K -4 -1%
BFG
1103
Birch Financial Group
New Hampshire
$216K +$1.4K +2 +0.6%
IAS
1104
Investment Advisory Services
Texas
$216K -$45.5K -65 -17%
SFGP
1105
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$213K +$699 +1 +0.3%
BBHC
1106
Brown Brothers Harriman & Co
New York
$213K +$162K +231 +312%
MGIA
1107
Moneta Group Investment Advisors
Missouri
$212K +$8.39K +12 +4%
USCWA
1108
U.S. Capital Wealth Advisors
Texas
$211K +$212K +303 New
OWA
1109
Opal Wealth Advisors
New York
$209K -$27.3K -39 -12%
GWM
1110
GSB Wealth Management
Connecticut
$209K – – –
TIAM2
1111
Tru Independence Asset Management 2
Oregon
$209K – – –
SAMT
1112
Select Asset Management & Trust
Pennsylvania
$209K – – –
LI
1113
LRI Investments
Florida
$209K -$300K -429 -59%
AWE
1114
Avidian Wealth Enterprises
Texas
$209K -$16.8K -24 -7%
ISWM
1115
Independent Solutions Wealth Management
New York
$208K – – –
SF
1116
Symphony Financial
Texas
$207K -$3.09M -4,421 -94%
ATC
1117
Argent Trust Co
Tennessee
$207K – – –
QWM
1118
Quadcap Wealth Management
Texas
$206K +$11.2K +16 +6%
SL
1119
Sentry LLC
Tennessee
$205K -$159K -228 -44%
FFP
1120
FourThought Financial Partners
Florida
$205K -$3.5K -5 -2%
FEM
1121
Fulcrum Equity Management
Texas
$205K -$1.4K -2 -0.7%
CWS
1122
Confluence Wealth Services
Pennsylvania
$205K +$2.8K +4 +1%
TFS
1123
Thoroughbred Financial Services
Tennessee
$203K -$62.9K -90 -24%
GWSG
1124
GPS Wealth Strategies Group
Colorado
$202K – – –
GAM
1125
Groupama Asset Management
France
$202K +$21.7K +31 +12%
43 44
45
46 47