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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1351
Westmount Partners
California
$626K +$609K +34,005 New
TCM
1352
Towercrest Capital Management
Pennsylvania
$624K +$40.3K +2,251 +7%
AAM
1353
Auxier Asset Management
Oregon
$623K -$12.5K -696 -2%
RFN
1354
RDA Financial Network
Iowa
$622K -$5.87K -328 -1%
ST
1355
Sabal Trust
Florida
$622K +$123K +6,845 +25%
HWM
1356
Horizon Wealth Management
Illinois
$622K +$2.54K +142 +0.4%
MSE
1357
MUFG Securities EMEA
United Kingdom
$622K +$605K +33,780 New
FCA
1358
FinTrust Capital Advisors
South Carolina
$622K +$8.5K +475 +1%
FFA
1359
First Foundation Advisors
California
$621K +$145K +8,108 +32%
CWP
1360
CFM Wealth Partners
Texas
$621K -$7.07K -395 -1%
CWM
1361
Cedar Wealth Management
California
$620K -$594K -33,212 -50%
RWPA
1362
Richard W. Paul & Associates
Michigan
$619K +$601K +33,603 New
ACI
1363
Alpha Cubed Investments
California
$617K -$11.2K -627 -2%
RGF
1364
Retirement Guys Formula
Ohio
$615K +$81.8K +4,568 +16%
TWM
1365
Tradition Wealth Management
Minnesota
$614K -$35.6K -1,988 -6%
MIP
1366
Marietta Investment Partners
Wisconsin
$614K -$376 -21 -0.1%
ECG
1367
Edge Capital Group
Georgia
$613K -$165K -9,232 -22%
MVA
1368
Mount Vernon Associates
Maryland
$613K -$7.16K -400 -1%
EC
1369
EdgeRock Capital
Colorado
$612K +$35.4K +1,976 +6%
WCM
1370
Whitener Capital Management
North Carolina
$604K +$32.5K +1,815 +6%
KWMG
1371
King Wealth Management Group
Florida
$601K – – –
AF
1372
Advisornet Financial
Minnesota
$601K +$16.4K +915 +3%
CGA
1373
Crescent Grove Advisors
Illinois
$599K +$236K +13,202 +68%
CFO
1374
CVA Family Office
Colorado
$598K -$158K -8,826 -21%
TIMH
1375
Tilt Investment Management Holdings
New York
$598K +$581K +32,472 New
53 54
55
56 57