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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2101
Destination Wealth Management
California
$588K +$112K +473 +25%
HGWM
2102
Horst & Graben Wealth Management
Oregon
$587K -$4.99K -21 -0.9%
AAM
2103
Aureus Asset Management
Massachusetts
$586K +$35.6K +150 +7%
YAL
2104
Your Advocates Ltd
Texas
$586K -$83.2K -350 -13%
GWP
2105
Gateway Wealth Partners
Wisconsin
$585K -$54.7K -230 -9%
RW
2106
Rede Wealth
Virginia
$583K -$89.1K -375 -14%
VWM
2107
Vivid Wealth Management
Iowa
$583K +$558K +2,346 New
CG
2108
Corundum Group
Colorado
$579K -$5.94K -25 -1%
BMO
2109
Beck Mack & Oliver
New York
$579K -$2.38K -10 -0.4%
EL
2110
Essex LLC
Illinois
$579K -$35.6K -150 -6%
CF
2111
Copperwynd Financial
Arizona
$578K -$136K -572 -20%
GIP
2112
Granite Investment Partners
California
$577K – – –
SWM
2113
Sugarloaf Wealth Management
Georgia
$577K -$5.94K -25 -1%
EPM
2114
Equitec Proprietary Markets
Illinois
$577K +$552K +2,323 New
VCP
2115
Vista Capital Partners
Oregon
$576K -$74.6K -314 -12%
RCS
2116
Retirement Capital Strategies
California
$576K +$32.1K +135 +6%
AW
2117
Atlas Wealth
Ohio
$576K – – –
BEW
2118
Burton Enright Welch
California
$575K -$7.61K -32 -1%
OC
2119
Oakworth Capital
Alabama
$574K – – –
BFO
2120
Biltmore Family Office
North Carolina
$572K – – –
PWA
2121
Peterson Wealth Advisors
Utah
$572K +$6.18K +26 +1%
SOAMC
2122
Spirit of America Management Corp
New York
$572K +$71.3K +300 +15%
EA
2123
Eclectic Associates
California
$570K -$111K -465 -17%
A
2124
AJOVista
Massachusetts
$569K +$544K +2,288 New
PFG
2125
PAX Financial Group
Texas
$568K +$28.5K +120 +4%
83 84
85
86 87