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Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
726
Ranch Capital Advisors
Florida
$2.06M +$404K +23,631 +25%
MHS
727
M Holdings Securities
Oregon
$2.06M -$292K -17,116 -13%
CIC
728
Cornercap Investment Counsel
Georgia
$2.05M +$1.96K +115 +0.1%
PPWP
729
Premier Path Wealth Partners
New Jersey
$2.05M +$164K +9,610 +9%
VCP
730
Verus Capital Partners
Arizona
$2.05M -$1.74K -102 -0.1%
FFM
731
Forum Financial Management
Illinois
$2.04M +$836K +48,933 +73%
CG
732
Caprock Group
Idaho
$2.02M +$270K +15,815 +16%
BAM
733
Belpointe Asset Management
Nevada
$2M +$553K +32,386 +40%
AHC
734
Adell Harriman & Carpenter
Texas
$2M +$27.7K +1,621 +1%
AAS
735
Ameritas Advisory Services
Nebraska
$2M +$642K +37,575 +49%
LA
736
Lakeside Advisors
Washington
$1.97M -$78.3K -4,583 -4%
PWG
737
Portside Wealth Group
Utah
$1.96M -$85.2K -4,988 -4%
SG
738
StoneX Group
New York
$1.95M +$243K +14,243 +15%
BCWM
739
Bartlett & Co Wealth Management
Ohio
$1.95M -$6.4K -375 -0.3%
GT
740
Glenview Trust
Kentucky
$1.94M -$225K -13,190 -11%
KWA
741
Kingswood Wealth Advisors
California
$1.93M -$404K -23,687 -18%
EWA
742
EP Wealth Advisors
California
$1.93M +$136K +7,944 +8%
KFS
743
Keynote Financial Services
Connecticut
$1.92M +$1.86M +109,206 New
IAS
744
Insigneo Advisory Services
Florida
$1.92M +$227K +13,317 +14%
OPA
745
Old Port Advisors
Maine
$1.92M +$171K +9,991 +10%
CFGS
746
Concourse Financial Group Securities
Alabama
$1.92M -$23.5K -1,375 -1%
CI
747
Cavalier Investments
Georgia
$1.91M +$105K +6,124 +6%
SGC
748
Slocum, Gordon & Co
Rhode Island
$1.91M -$7.16K -419 -0.4%
QPBE
749
Quintet Private Bank (Europe)
Luxembourg
$1.91M -$377K -22,086 -19%
WA
750
Wealth Alliance
New York
$1.91M +$19.2K +1,127 +1%
28 29
30
31 32