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Name Holding Trade Value Shares
Change
Change in
Stake
CIS
2051
Continental Investors Services
Washington
$682K – – –
AMM
2052
American Money Management
California
$682K +$28.2K +96 +4%
BOPW
2053
Brandywine Oak Private Wealth
Pennsylvania
$681K – – –
BCG
2054
Breakwater Capital Group
New Jersey
$679K -$9.98K -34 -1%
RCG
2055
Regatta Capital Group
California
$679K +$38.7K +132 +6%
AWM
2056
Accel Wealth Management
Iowa
$677K +$57.8K +197 +10%
CWS
2057
Cypress Wealth Services
California
$676K +$36.7K +125 +6%
TA
2058
Tactive Advisors
Florida
$676K +$318K +1,083 +95%
VFP
2059
Vilga Financial Planning
New Jersey
$675K +$652K +2,221 New
1M
2060
1248 Management
Missouri
$673K – – –
KA
2061
Kercheville Advisors
Texas
$671K +$602K +2,050 New
SCA
2062
Sassicaia Capital Advisers
New York
$670K +$647K +2,206 New
LC
2063
LCNB Corp
Ohio
$669K – – –
SWA
2064
SFMG Wealth Advisors
Texas
$669K -$43.1K -147 -6%
OPWM
2065
Oregon Pacific Wealth Management
Oregon
$668K -$74.2K -253 -10%
PIA
2066
Prakash Investment Advisors
Massachusetts
$667K +$29.3K +100 +5%
EFG
2067
Everhart Financial Group
Ohio
$663K +$354K +1,208 +124%
GWANC
2068
Guardian Wealth Advisors (North Carolina)
North Carolina
$662K +$22.9K +78 +4%
WP
2069
Westmount Partners
California
$661K +$14.7K +50 +2%
PTC
2070
Philadelphia Trust Company
Pennsylvania
$661K +$327K +1,116 +105%
LCM
2071
LCM Capital Management
Illinois
$661K +$1.76K +6 +0.3%
PWA
2072
Provenance Wealth Advisors
Florida
$660K – – –
Becker Capital Management
2073
Becker Capital Management
Oregon
$658K +$28.2K +96 +5%
CWG
2074
Cornerstone Wealth Group
North Carolina
$656K -$21.7K -74 -3%
FCMC
2075
Founders Capital Management (Connecticut)
Connecticut
$655K +$15.8K +54 +3%