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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1826
Edge Wealth Management
New York
$339K +$64.2K +780 +27%
IA
1827
IFC Advisors
California
$338K +$16.8K +204 +6%
TC
1828
TFR Capital
Texas
$337K +$298K +3,615 New
GFPC
1829
Global Financial Private Client
Florida
$336K +$59.6K +724 +25%
NCFG
1830
New Century Financial Group
New Jersey
$336K -$407K -4,949 -58%
MW
1831
MBL Wealth
North Carolina
$333K +$17.5K +213 +6%
TC
1832
Trilogy Capital
California
$330K +$35.2K +427 +14%
BWM
1833
Biltmore Wealth Management
Arizona
$330K – – –
VWM
1834
Vigilare Wealth Management
Arizona
$330K +$291K +3,536 New
AHL
1835
Abel Hall LLC
Louisiana
$329K +$17.4K +211 +6%
BMCM
1836
Black Maple Capital Management
Wisconsin
$327K +$288K +3,500 New
APW
1837
Aurora Private Wealth
New Jersey
$326K +$2.72K +33 +1%
CAM
1838
Clark Asset Management
New Hampshire
$324K +$286K +3,475 New
SC
1839
Solstein Capital
California
$324K +$9.05K +110 +3%
MT
1840
Midwest Trust
Kansas
$322K +$284K +3,451 New
PB
1841
Pinnacle Bancorp
Nebraska
$321K -$11.9K -145 -4%
MPM
1842
MBB Public Markets
Illinois
$321K -$63.8K -775 -18%
SFP
1843
Sandbox Financial Partners
Maryland
$321K +$18K +219 +7%
BWM
1844
BlackDiamond Wealth Management
New York
$319K -$156K -1,890 -35%
W
1845
WealthCollab
Washington
$318K – – –
SAMT
1846
Select Asset Management & Trust
Pennsylvania
$317K +$279K +3,393 New
QC
1847
Quent Capital
New York
$317K +$38.4K +467 +16%
IC
1848
Inscription Capital
Texas
$316K +$279K +3,387 New
TCM
1849
Traub Capital Management
Massachusetts
$316K +$279K +3,385 New
KCP
1850
Kera Capital Partners
California
$316K +$278K +3,383 New
72 73
74
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