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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
751
SteelPeak Wealth
California
$467K +$126K +2,261 +36%
GBA
752
Garrison Bradford & Associates
New York
$466K -$142K -2,549 -23%
NCM
753
New Capital Management
Texas
$466K -$13.4K -240 -3%
CPWM
754
Cypress Point Wealth Management
Texas
$465K +$25.3K +454 +6%
IFG
755
Independent Financial Group
California
$464K +$36.3K +651 +8%
CG
756
Caprock Group
Idaho
$461K +$211K +3,781 +81%
CF
757
Centaurus Financial
California
$456K +$179K +3,214 +62%
IA
758
IFP Advisors
Florida
$455K +$38.2K +685 +9%
IA
759
IFG Advisory
Georgia
$452K +$1.67K +30 +0.4%
IAIM
760
International Assets Investment Management
Florida
$451K +$2.19M +39,277 +63%
BAM
761
Belpointe Asset Management
Nevada
$450K +$169K +3,024 +58%
EP
762
Eudaimonia Partners
Tennessee
$446K +$457K +8,186 New
FAIM
763
Financial Advocates Investment Management
Washington
$444K -$9.04K -162 -3%
AFP
764
Ausdal Financial Partners
Iowa
$437K -$8.48K -152 -2%
AHB
765
Abner Herrman & Brock
New Jersey
$436K +$223K +4,000 +100%
GVAG
766
Great Valley Advisor Group
Delaware
$434K -$175K -3,138 -28%
IA
767
Insight Advisors
Pennsylvania
$434K +$442K +7,920 New
FFG
768
Fortem Financial Group
California
$433K +$16.7K +300 +4%
BPC
769
Banque Pictet & Cie
Switzerland
$433K +$55.8K +1,000 +14%
RCAG
770
Rehmann Capital Advisory Group
Michigan
$424K -$725 -13 -0.2%
HSA
771
HBK Sorce Advisory
Pennsylvania
$423K +$433K +7,756 New
CWP
772
Capital Wealth Planning
Florida
$421K +$89.2K +1,598 +26%
SSCA
773
South Shore Capital Advisors
Massachusetts
$419K – – –
GG
774
Golden Green
South Carolina
$419K +$429K +7,680 New
MWA
775
MFA Wealth Advisors
Pennsylvania
$417K +$426K +7,636 New
29 30
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