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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1101
Shepherd Financial Partners
Massachusetts
$2.03M -$300K -1,074 -12%
LSPW
1102
Lake Street Private Wealth
Illinois
$2.03M +$185K +662 +9%
PGWM
1103
Parisi Gray Wealth Management
New Jersey
$2.02M -$300K -1,074 -12%
MAM
1104
McCarthy Asset Management
California
$2.02M – – –
MW
1105
MBL Wealth
North Carolina
$2.01M +$166K +596 +9%
FMN
1106
Financial Management Network
California
$2.01M +$38.8K +139 +2%
PWM
1107
Purus Wealth Management
California
$2.01M -$48.6K -174 -2%
LA
1108
LexAurum Advisors
Kansas
$2M -$155K -554 -7%
IWA
1109
IBEX Wealth Advisors
New Jersey
$2M – – –
FPCP
1110
Fort Point Capital Partners
California
$2M +$7.26K +26 +0.3%
GWSG
1111
GPS Wealth Strategies Group
Colorado
$1.99M +$11.7K +42 +0.6%
EBWM
1112
Eagle Bluffs Wealth Management
Missouri
$1.99M +$119K +427 +6%
EWM
1113
Echo Wealth Management
Minnesota
$1.99M -$61.7K -221 -2%
HH
1114
Hilltop Holdings
Texas
$1.99M +$755K +2,703 +57%
CWM
1115
Concentric Wealth Management
California
$1.98M -$21.5K -77 -1%
BCM
1116
Beck Capital Management
Texas
$1.96M +$2.07M +7,406 New
AIM
1117
Artemis Investment Management
United Kingdom
$1.96M +$4.47K +16 +0.2%
SWA
1118
Sutton Wealth Advisors
Florida
$1.96M +$25.4K +91 +1%
TI
1119
Truepoint Inc
Ohio
$1.96M +$1.09M +3,901 +112%
AFAS
1120
Acorn Financial Advisory Services
Virginia
$1.95M +$10.1K +36 +0.5%
NW
1121
NewEdge Wealth
Pennsylvania
$1.95M -$454K -1,627 -18%
RPC
1122
Rossmore Private Capital
Connecticut
$1.94M +$8.38K +30 +0.4%
RCA
1123
Ranch Capital Advisors
Florida
$1.93M +$40.2K +144 +2%
TCM
1124
Tanaka Capital Management
New York
$1.92M – – –
BBNB
1125
Baker Boyer National Bank
Washington
$1.91M -$139K -497 -6%
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