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Name Holding Trade Value Shares
Change 		Change in
Stake
TCPG
2876
Trivant Custom Portfolio Group
California
$320K +$10.7K +32 +3%
GOCP
2877
Great Oak Capital Partners
Massachusetts
$320K – – –
MWA
2878
Meridian Wealth Advisors
Texas
$320K +$70.3K +211 +21%
SWP
2879
Summit Wealth Partners
Florida
$319K +$94.3K +283 +30%
BIA
2880
Bell Investment Advisors
California
$319K -$369K -1,108 -47%
GCA
2881
Gallagher Capital Advisors
Texas
$319K +$33.3K +100 +9%
HT
2882
Heritage Trust
Oklahoma
$319K +$33.3K +100 +9%
PAMG
2883
Patton Albertson Miller Group
Tennessee
$319K +$46.7K +140 +13%
CB
2884
Cadence Bank
Mississippi
$318K +$68.7K +206 +20%
RWS
2885
Resolute Wealth Strategies
Mississippi
$317K +$125K +376 +44%
WWP
2886
Waypoint Wealth Partners
California
$316K -$467K -1,402 -54%
AA
2887
AF Advisors
California
$316K – – –
TA
2888
TruWealth Advisors
Louisiana
$315K +$4K +12 +1%
WKWM
2889
Walter & Keenan Wealth Management
Indiana
$315K +$194K +583 +92%
PDM
2890
Penn Davis McFarland
Texas
$315K -$125K -375 -24%
AC
2891
AXQ Capital
New Jersey
$315K +$405K +1,215 New
CAM
2892
Congress Asset Management
Massachusetts
$315K +$405K +1,215 New
BWM
2893
Base Wealth Management
Florida
$314K +$404K +1,213 New
FWM
2894
Fortress Wealth Management
California
$314K -$183K -550 -31%
JFA
2895
JNBA Financial Advisors
Minnesota
$314K -$39.3K -118 -9%
MWM
2896
Melfa Wealth Management
Massachusetts
$314K -$41.7K -125 -9%
CWIG
2897
Chung Wu Investment Group
Texas
$314K +$403K +1,210 New
BAWC
2898
Boyce & Associates Wealth Consulting
Texas
$312K -$54.7K -164 -12%
AFW
2899
Avantra Family Wealth
Pennsylvania
$312K +$402K +1,205 New
GSIS
2900
Global Strategic Investment Solutions
Arizona
$312K -$191K -572 -32%
114 115
116
117 118