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Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
901
Root Financial Partners
California
$9.67M +$5.67M +12,795 +147%
1C
902
111 Capital
France
$9.63M -$156K -351 -2%
EWA
903
Exit Wealth Advisors
Georgia
$9.62M +$765K +1,726 +9%
CAM
904
Cidel Asset Management
Ontario, Canada
$9.6M -$330K -744 -3%
PCA
905
Private Capital Advisors
Connecticut
$9.59M +$5.5M +12,417 +139%
GSWM
906
Golden State Wealth Management
California
$9.58M -$318K -717 -3%
1W
907
1776 Wealth
Georgia
$9.46M +$76.2K +172 +0.8%
JCM
908
JAT Capital Management
Connecticut
$9.44M +$9.31M +21,000 New
FFM
909
Forum Financial Management
Illinois
$9.4M +$589K +1,328 +7%
USCWA
910
U.S. Capital Wealth Advisors
Texas
$9.39M +$212K +478 +2%
HP
911
Hancock Prospecting
Australia
$9.37M – – –
CFP
912
Cascade Financial Partners
California
$9.35M +$82.7M +186,485 +867%
VCP
913
Verus Capital Partners
Arizona
$9.34M +$1.09M +2,456 +13%
WWM
914
Western Wealth Management
Colorado
$9.3M +$943K +2,127 +11%
MCP
915
Meridiem Capital Partners
Texas
$9.29M -$18.4M -41,455 -67%
EWA
916
Exencial Wealth Advisors
Oklahoma
$9.27M -$743K -1,676 -8%
CPL
917
CAP Partners LLC
Tennessee
$9.25M -$929K -2,095 -9%
LOAME
918
Lombard Odier Asset Management (Europe)
United Kingdom
$9.18M -$15.5M -35,062 -63%
CCFM
919
Clear Creek Financial Management
Washington
$9.17M +$275K +620 +3%
IAM
920
Infusive Asset Management
New York
$9.16M -$2.85M -6,423 -24%
TCA
921
Transcend Capital Advisors
New Jersey
$9.16M +$86K +194 +1%
PWPS
922
Pinnacle Wealth Planning Services
Ohio
$9.14M -$69.2K -156 -0.8%
SWM
923
Shepherd Wealth Management
Ohio
$9.14M -$3.98M -8,977 -30%
IC
924
Inscription Capital
Texas
$9.12M +$933K +2,104 +12%
MIM
925
Moseley Investment Management
Florida
$9.07M -$268K -605 -3%
35 36
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38 39