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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
2076
Boyer Financial Services
California
$648K +$595K +2,027 New
NP
2077
Ninepoint Partners
Ontario, Canada
$648K +$38.7K +132 +7%
CWM
2078
Cherrydale Wealth Management
New Jersey
$647K
XSC
2079
X-Square Capital
Puerto Rico
$645K
ALA
2080
Atlas Legacy Advisors
California
$645K +$168K +571 +38%
PPWM
2081
PFG Private Wealth Management
Florida
$643K +$621K +2,116 New
BC
2082
BDFS Capital
Delaware
$642K +$619K +2,109 New
KWM
2083
KFG Wealth Management
Indiana
$642K -$79.2K -270 -11%
CCC
2084
Compass Capital Corp
Massachusetts
$642K
NFG
2085
Nadler Financial Group
Illinois
$642K +$31.1K +106 +5%
PA
2086
ProCore Advisors
California
$641K +$619K +2,109 New
CG
2087
Carmignac Gestion
France
$638K -$2.94M -10,022 -83%
SWM
2088
Silverlake Wealth Management
Vermont
$637K +$16.1K +55 +3%
GAFA
2089
Garton & Associates Financial Advisors
Kentucky
$635K +$613K +2,090 New
SO
2090
Sierra Ocean
California
$635K +$4.99K +17 +0.8%
WAS
2091
Winch Advisory Services
Wisconsin
$634K -$1.76K -6 -0.3%
DBRC
2092
D.B. Root & Company
Pennsylvania
$632K +$55.2K +188 +10%
ATI
2093
Act Two Investors
California
$631K
SWGC
2094
Summit Wealth Group (Colorado)
Colorado
$631K +$609K +2,075 New
PEWA
2095
Pacific Excel Wealth Advisors
California
$630K +$606K +2,067 New
SW
2096
SVB Wealth
Massachusetts
$629K -$5.87K -20 -1%
LPT
2097
Legacy Private Trust
Wisconsin
$628K -$29.3K -100 -5%
NAS
2098
Nicolet Advisory Services
Wisconsin
$627K -$587 -2 -0.1%
CAAS
2099
Capital Asset Advisory Services
Michigan
$627K +$16.7K +57 +3%
FMN
2100
Financial Management Network
California
$626K