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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
2101
Core Wealth Partners
California
$1.2M +$131K +406 +16%
NG
2102
Northstar Group
New York
$1.2M +$642K +1,995 +204%
SWA
2103
Sax Wealth Advisors
New Jersey
$1.2M +$129K +400 +16%
IWM
2104
Integris Wealth Management
California
$1.2M -$68.5K -213 -7%
OCM
2105
Orion Capital Management
California
$1.2M +$953K +2,963 New
TCBWMS
2106
Texas Capital Bank Wealth Management Services
Texas
$1.2M +$104K +324 +12%
AIA
2107
Angeles Investment Advisors
California
$1.2M -$19.3K -60 -2%
FCA
2108
FLC Capital Advisors
California
$1.19M – – –
GBT
2109
Grove Bank & Trust
Florida
$1.19M +$145K +451 +18%
RIA
2110
Retirement Investment Advisors
Oklahoma
$1.19M +$32.2K +100 +3%
LSPW
2111
Lake Street Private Wealth
Illinois
$1.19M -$266K -828 -22%
PPW
2112
Parcion Private Wealth
Washington
$1.19M +$25.7K +80 +3%
KWM
2113
Keebeck Wealth Management
Illinois
$1.19M +$15.8K +49 +2%
MAMG
2114
Milestone Asset Management Group
Connecticut
$1.19M +$945K +2,936 New
CWP
2115
Capital Wealth Planning
Florida
$1.18M -$404K -1,256 -30%
SF
2116
Safeguard Financial
Wisconsin
$1.18M -$32.5K -101 -3%
KCPG
2117
Kavar Capital Partners Group
Kansas
$1.18M -$9.65K -30 -1%
FA
2118
Financial Alternatives
California
$1.18M – – –
WCP
2119
Wick Capital Partners
Pennsylvania
$1.18M +$309K +960 +49%
BBNB
2120
Baker Boyer National Bank
Washington
$1.18M +$10.9K +34 +1%
CFG
2121
Carr Financial Group
Massachusetts
$1.18M +$59.8K +186 +7%
FFS
2122
Fortress Financial Solutions
Arizona
$1.18M +$940K +2,923 New
HWM
2123
Hemington Wealth Management
Virginia
$1.18M +$36.7K +114 +4%
WWA
2124
Wisconsin Wealth Advisors
Wisconsin
$1.18M +$940K +2,922 New
AWM
2125
Austin Wealth Management
Texas
$1.17M +$103K +319 +13%
83 84
85
86 87