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Name Holding Trade Value Shares
Change 		Change in
Stake
WWG
1326
West Wealth Group
California
$700K +$60K +317 +6%
WW
1327
Waterfront Wealth
Kansas
$700K +$30.9K +163 +4%
DFG
1328
Delta Financial Group
New Jersey
$698K +$1.21M +6,396 New
IAG
1329
Investment Advisory Group
Massachusetts
$697K -$14.2K -75 -1%
ALAM
1330
Asahi Life Asset Management
Japan
$697K -$150K -790 -12%
LFA
1331
Legacy Financial Advisors
Kentucky
$691K -$22K -116 -2%
FT
1332
Fiduciary Trust
Massachusetts
$690K -$264K -1,396 -20%
OAM
1333
Occidental Asset Management
California
$687K -$93.3K -493 -8%
KP
1334
Keel Point
Alabama
$684K +$24.4K +129 +2%
BHCM
1335
Brevan Howard Capital Management
Jersey
$684K +$1.05M +5,555 New
JAG
1336
Journey Advisory Group
Kentucky
$684K +$88.6K +468 +9%
LCM
1337
Lattice Capital Management
Washington
$684K – – –
CWP
1338
Concord Wealth Partners
Virginia
$683K -$155K -817 -13%
KA
1339
KLCM Advisors
Wisconsin
$681K +$43.5K +230 +4%
AIM
1340
Artemis Investment Management
United Kingdom
$680K -$356K -1,878 -25%
ACM
1341
Advisors Capital Management
New Jersey
$679K -$101K -536 -9%
CRC
1342
Curi RMB Capital
Illinois
$679K -$276K -1,458 -21%
CWP
1343
CFM Wealth Partners
Texas
$676K -$60K -317 -5%
SWP
1344
Strategic Wealth Partners
Ohio
$674K +$52.6K +278 +5%
CC
1345
Commons Capital
Massachusetts
$672K -$57.4K -303 -5%
RIM
1346
Regent Investment Management
Kentucky
$671K – – –
SAM
1347
SP Asset Management
California
$670K +$197K +1,040 +24%
GAM
1348
Grandview Asset Management
Pennsylvania
$670K -$18.9K -100 -2%
HH
1349
Hilltop Holdings
Texas
$670K -$388K -2,047 -27%
IF
1350
Integrity Financial
Wyoming
$669K -$3.03K -16 -0.3%
52 53
54
55 56