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Name Holding Trade Value Shares
Change 		Change in
Stake
RWC
2601
Rare Wolf Capital
Washington
$922K -$235K -590 -21%
AWA
2602
Aquire Wealth Advisors
Utah
$921K +$63.2K +159 +8%
EWP
2603
Evergreen Wealth Partners
Montana
$920K -$15.5K -39 -2%
PPC
2604
Pennington Partners & Co
Maryland
$919K -$210K -527 -19%
AMCA
2605
Arthur M. Cohen & Associates
Illinois
$919K -$65.2K -164 -7%
CWM
2606
Coral Wealth Management
Florida
$919K +$272K +685 +46%
CWA
2607
Consilium Wealth Advisory
Texas
$918K +$868K +2,182 New
TAWM
2608
Three Arch Wealth Management
California
$917K -$398 -1 -0%
PWM
2609
Proathlete Wealth Management
Florida
$917K -$22.3K -56 -3%
EFP
2610
Envision Financial Planning
Tennessee
$916K -$53.7K -135 -6%
CAC
2611
Core Alternative Capital
Georgia
$915K +$138K +348 +19%
PGFG
2612
Pine Grove Financial Group
Minnesota
$915K +$468K +1,176 +118%
LGA
2613
Lebenthal Global Advisors
New York
$914K +$19.9K +50 +2%
USWIA
2614
UP Strategic Wealth Investment Advisors
Pennsylvania
$911K +$9.94K +25 +0.9%
FDS
2615
First Dallas Securities
Texas
$911K -$127K -320 -13%
FFP
2616
FourThought Financial Partners
Florida
$910K +$48.1K +121 +6%
SWA
2617
Serenus Wealth Advisors
California
$909K +$29.4K +74 +4%
AFGAS
2618
Allegiance Financial Group Advisory Services
Virginia
$906K +$299K +753 +54%
HOWA
2619
Heritage Oak Wealth Advisors
Florida
$905K +$289K +727 +51%
BC
2620
Burnham & Co
Michigan
$904K +$855K +2,150 New
PG
2621
Proffitt & Goodson
Tennessee
$903K -$10.3K -26 -1%
ONSWM
2622
Old North State Wealth Management
North Carolina
$903K +$16.7K +42 +2%
AWM
2623
Ariadne Wealth Management
California
$902K -$109K -274 -11%
GIPW
2624
Granite Islands Private Wealth
Connecticut
$901K -$85.5K -215 -9%
JIG
2625
Junk Investment Group
Maryland
$900K – – –
103 104
105
106 107