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Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1851
Core Alternative Capital
Georgia
$315K +$36K +468 +12%
APG
1852
Abacus Planning Group
South Carolina
$315K -$56.5K -734 -14%
SCM
1853
Sirios Capital Management
Massachusetts
$315K -$664K -8,630 -66%
BLFG
1854
Brian Low Financial Group
Louisiana
$314K +$58.3K +758 +21%
PWM
1855
Purus Wealth Management
California
$314K +$12.4K +161 +4%
SWM
1856
Shepherd Wealth Management
Ohio
$314K -$3.97M -51,575 -92%
AAM
1857
Aureus Asset Management
Massachusetts
$313K – – –
FWP
1858
Falcon Wealth Planning
California
$313K -$4.62K -60 -1%
NFG
1859
Northbridge Financial Group
Florida
$312K +$41.2K +535 +14%
RWA
1860
Roberts Wealth Advisors
California
$312K – – –
RF
1861
Rossby Financial
Florida
$312K +$59K +766 +21%
BCG
1862
Breakwater Capital Group
New Jersey
$311K +$333K +4,328 New
BIA
1863
Bigelow Investment Advisors
Maine
$308K +$24.7K +321 +8%
CIG
1864
Cascade Investment Group
Colorado
$307K +$329K +4,272 New
WIC
1865
Woodmont Investment Counsel
Tennessee
$307K +$328K +4,267 New
CHJWM
1866
Carlton Hofferkamp & Jenks Wealth Management
Texas
$306K +$7.54K +98 +3%
SWA
1867
Strata Wealth Advisors
Texas
$306K +$3K +39 +0.9%
RIA
1868
Realta Investment Advisors
Delaware
$305K -$7.24K -94 -2%
FC
1869
Fusion Capital
South Carolina
$305K +$35.1K +456 +12%
SMH
1870
Sanders Morris Harris
Texas
$304K +$326K +4,230 New
NL
1871
NWAM LLC
Washington
$304K -$70.1K -911 -18%
OC
1872
Opinicus Capital
Florida
$303K -$7.7K -100 -2%
HA
1873
Huntleigh Advisors
Missouri
$302K – – –
FLPIM
1874
F.L. Putnam Investment Management
Massachusetts
$301K -$165K -2,139 -34%
CCWP
1875
Cedar Cove Wealth Partners
Minnesota
$301K +$25.6K +333 +9%
73 74
75
76 77