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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1001
One Wealth Advisors
California
$725K +$58.8K +243 +9%
HL
1002
HeadInvest LLC
Maine
$717K -$5.81K -24 -0.8%
TP
1003
Tranquility Partners
Tennessee
$715K -$20.1K -83 -3%
WA
1004
WBH Advisory
Maryland
$709K +$242 +1 +0%
SS
1005
SBI Securities
Japan
$706K +$4.84K +20 +0.7%
PWP
1006
Phillips Wealth Planners
Mississippi
$704K -$135K -558 -15%
MFG
1007
Menard Financial Group
Texas
$702K -$450K -1,859 -39%
APW
1008
Aventura Private Wealth
Florida
$696K -$6.29K -26 -0.9%
PWMG
1009
Prestige Wealth Management Group
New Jersey
$694K +$106K +439 +18%
FAM
1010
Fulcrum Asset Management
United Kingdom
$693K -$19.6K -81 -3%
DIM
1011
Delta Investment Management
California
$692K +$31.2K +129 +5%
NB
1012
NBT Bank
New York
$691K +$14.5K +60 +2%
HCA
1013
Heck Capital Advisors
Wisconsin
$690K +$16K +66 +2%
KF
1014
Krilogy Financial
Missouri
$687K +$812K +3,356 New
BWP
1015
BSW Wealth Partners
Colorado
$686K -$41.9K -173 -6%
DCA
1016
DSG Capital Advisors
Minnesota
$678K -$309K -1,275 -31%
CAMG
1017
CWA Asset Management Group
Florida
$677K +$39.7K +164 +6%
QWP
1018
Quotient Wealth Partners
Texas
$672K -$47.7K -197 -7%
TCM
1019
Tuttle Capital Management
Connecticut
$672K – – –
PL
1020
Perpetual Ltd
Australia
$671K +$213K +880 +46%
AWE
1021
Avidian Wealth Enterprises
Texas
$665K +$38K +157 +6%
EWM
1022
Evercore Wealth Management
New York
$661K +$61K +252 +10%
ATPW
1023
Ashton Thomas Private Wealth
Arizona
$656K +$74.6K +308 +13%
TPI
1024
Trust Point Inc
Wisconsin
$655K -$214K -886 -24%
OFS
1025
OneAscent Financial Services
Alabama
$653K -$645K -2,663 -49%
39 40
41
42 43