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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
976
Rockline Wealth Management
New York
$6.7M +$125K +303 +2%
CAM
977
Covenant Asset Management
New Jersey
$6.69M -$122K -295 -2%
MIM
978
Marco Investment Management
Georgia
$6.69M +$144K +349 +2%
AWE
979
Avidian Wealth Enterprises
Texas
$6.68M +$1.45M +3,530 +24%
AA
980
Apriem Advisors
California
$6.67M +$54.4K +132 +0.7%
HGWM
981
Horst & Graben Wealth Management
Oregon
$6.66M +$6.38M +15,478 +736%
BFP
982
Beacon Financial Planning
Massachusetts
$6.63M +$90.2K +219 +1%
MAC
983
Mason & Associates (California)
California
$6.61M +$261K +633 +4%
MCIA
984
Mountain Capital Investment Advisors
Colorado
$6.6M +$1.29M +3,124 +22%
OTL
985
Oak Thistle LLC
New York
$6.58M +$7.29M +17,694 New
SF
986
Symphony Financial
Texas
$6.56M +$161K +390 +2%
QWM
987
Quadcap Wealth Management
Texas
$6.53M -$51.9K -126 -0.7%
IP
988
Ignite Planners
California
$6.52M +$28.4K +69 +0.4%
DWM
989
Dynasty Wealth Management
Florida
$6.51M -$16.1K -39 -0.2%
LOWM
990
Laurel Oak Wealth Management
New Jersey
$6.5M +$422K +1,025 +6%
SWM
991
Spire Wealth Management
Virginia
$6.48M -$528K -1,281 -7%
AWM
992
Angeles Wealth Management
California
$6.46M +$2.4M +5,816 +50%
WKSWA
993
White Knight Strategic Wealth Advisors
New Jersey
$6.44M +$9.47K +23 +0.1%
CC
994
Chicago Capital
Illinois
$6.43M +$577K +1,400 +9%
RCAG
995
Rehmann Capital Advisory Group
Michigan
$6.39M +$274K +665 +4%
C
996
Certuity
Florida
$6.38M +$144K +349 +2%
RIA
997
Realta Investment Advisors
Delaware
$6.36M +$423K +1,027 +6%
NO
998
Ninety One
South Africa
$6.35M +$393K +955 +6%
SM
999
Sciencast Management
New Jersey
$6.33M +$3.16M +7,662 +82%
MCA
1000
McGuire Capital Advisors
Oklahoma
$6.31M +$3.61M +8,771 +107%
38 39
40
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