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Name Holding Trade Value Shares
Change 		Change in
Stake
RMP
1726
Richards, Merrill & Peterson
Washington
$260K +$257K +3,562 New
SRC
1727
Sage Rhino Capital
California
$259K +$256K +3,553 New
BWM
1728
Biltmore Wealth Management
Arizona
$258K – – –
TIA
1729
Traphagen Investment Advisors
New Jersey
$258K +$255K +3,535 New
CIA
1730
Choate Investment Advisors
Massachusetts
$257K +$254K +3,530 New
KMWM
1731
Keudell/Morrison Wealth Management
Oregon
$257K -$26.1K -362 -9%
JSW
1732
Journey Strategic Wealth
New Jersey
$257K +$254K +3,524 New
QFW
1733
QTR Family Wealth
Florida
$254K +$251K +3,490 New
MA
1734
Montag & Associates
Georgia
$254K – – –
TPI
1735
Trust Point Inc
Wisconsin
$253K -$86.2K -1,197 -26%
GS
1736
GWN Securities
Florida
$253K -$51.5K -715 -17%
APW
1737
Aurora Private Wealth
New Jersey
$253K +$250K +3,466 New
MWM
1738
Mindset Wealth Management
Indiana
$252K +$249K +3,460 New
MCC
1739
Malaga Cove Capital
California
$252K +$249K +3,459 New
NEWAS
1740
N.E.W. Advisory Services
Wisconsin
$252K +$249K +3,454 New
TW
1741
Traveka Wealth
California
$251K +$248K +3,446 New
EP
1742
Elkhorn Partners
Nebraska
$251K +$10.8K +150 +5%
FFG
1743
Fiduciary Financial Group
California
$250K +$254K +3,520 New
IA
1744
IFC Advisors
California
$249K +$246K +3,415 New
W
1745
WealthCollab
Washington
$249K -$84.8K -1,177 -26%
GWM
1746
GK Wealth Management
Nevada
$249K +$246K +3,413 New
RFA
1747
Register Financial Advisors
Georgia
$247K +$244K +3,390 New
MFG
1748
Monte Financial Group
Connecticut
$247K +$236K +3,280 New
EW
1749
Elyxium Wealth
California
$246K +$244K +3,382 New
FCI
1750
Financial Counselors Inc
Kansas
$246K +$243K +3,376 New
68 69
70
71 72