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Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
1551
Revolve Wealth Partners
New Jersey
$760K -$99.5K -1,105 -11%
CFP
1552
Catalyst Financial Partners
Massachusetts
$759K -$49.9K -554 -6%
LIA
1553
Lynx Investment Advisory
District of Columbia
$757K -$900 -10 -0.1%
ESC
1554
Eurizon SLJ Capital
$755K +$832K +9,241 New
TFIPS
1555
Towarzystwo Funduszy Inwestycyjnych PZU SA
$755K -$187K -2,080 -18%
GFG
1556
Goldstone Financial Group
Illinois
$755K +$65.6K +729 +9%
CG
1557
CFO4Life Group
Texas
$751K +$39.9K +443 +5%
LFA
1558
Legacy Financial Advisors
Kentucky
$750K +$36.3K +403 +5%
CWP
1559
Curated Wealth Partners
California
$750K -$56.5K -627 -6%
FWP
1560
Forefront Wealth Partners
Texas
$749K -$65.9K -732 -7%
GLR
1561
Great Lakes Retirement
Ohio
$747K +$13.8K +153 +2%
LI
1562
LRI Investments
Florida
$747K -$101K -1,119 -11%
III
1563
Independent Investors Inc
New York
$745K +$9.01K +100 +1%
WTC
1564
WhitTier Trust Company
Nevada
$743K +$467K +5,183 +148%
CSA
1565
Cottage Street Advisors
Massachusetts
$742K -$900 -10 -0.1%
SGI
1566
Summit Global Investments
Utah
$739K +$814K +9,042 New
MAG
1567
Meadowbrook Advisors Group
New Jersey
$738K +$813K +9,027 New
RWMG
1568
Redwood Wealth Management Group
New Jersey
$736K -$4.14K -46 -0.5%
GSC
1569
G&S Capital
Colorado
$736K +$811K +9,009 New
PWP
1570
Principle Wealth Partners
Connecticut
$736K +$149K +1,657 +23%
PCG
1571
Prosperity Consulting Group
Maryland
$735K -$140K -1,558 -15%
MMPW
1572
Mitchell McLeod Pugh & Williams
Alabama
$734K -$21.3K -236 -2%
ACM
1573
Ayrshire Capital Management
Connecticut
$734K +$809K +8,981 New
DBIA
1574
Dumont & Blake Investment Advisors
New Jersey
$729K -$5.13K -57 -0.6%
OWA
1575
Outlook Wealth Advisors
Texas
$726K +$312K +3,467 +64%
61 62
63
64 65