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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
3126
AlphaQ Advisors
Florida
$724K +$4.51K +15 +0.7%
PWM
3127
Puff Wealth Management
New Jersey
$719K +$684K +2,276 New
FFG
3128
Frisch Financial Group
New York
$719K +$902 +3 +0.1%
VAM
3129
Verity Asset Management
North Carolina
$717K +$7.22K +24 +1%
SWA
3130
Sax Wealth Advisors
New Jersey
$716K +$57.7K +192 +9%
LWANC
3131
Laurel Wealth Advisors (North Carolina)
North Carolina
$716K – – –
AFAS
3132
Acorn Financial Advisory Services
Virginia
$715K +$6.01K +20 +0.9%
EL
3133
EWA LLC
Pennsylvania
$715K +$16.8K +56 +3%
UL
3134
Unionview LLC
Washington
$715K -$10.5K -35 -2%
BWM
3135
BCS Wealth Management
Tennessee
$714K -$1.2K -4 -0.2%
CCA
3136
Catalyst Capital Advisors
New York
$713K +$121K +402 +22%
CCG
3137
Coastwise Capital Group
California
$713K -$902 -3 -0.1%
FCIM
3138
Fairview Capital Investment Management
California
$713K – – –
AWAG
3139
ARS Wealth Advisors Group
Florida
$711K +$36.7K +122 +6%
HWM
3140
Hemington Wealth Management
Virginia
$711K +$35.8K +119 +6%
OA
3141
Operose Advisors
Wisconsin
$710K -$1.24M -4,124 -65%
PW
3142
Potentia Wealth
California
$709K +$675K +2,245 New
MPCG
3143
Matrix Private Capital Group
New York
$709K – – –
BAM
3144
Bosun Asset Management
Illinois
$709K -$2.71K -9 -0.4%
LOIM
3145
Liberty One Investment Management
Illinois
$708K -$45.1K -150 -6%
BFAG
3146
Blackston Financial Advisory Group
Florida
$708K +$49.3K +164 +8%
BFS
3147
BridgePort Financial Solutions
Iowa
$707K +$597K +1,986 New
KG
3148
Kilter Group
New York
$706K +$671K +2,233 New
EAM
3149
Empirical Asset Management
Massachusetts
$703K -$825K -2,744 -55%
OWM
3150
OneAscent Wealth Management
Alabama
$703K +$70.1K +233 +12%
124 125
126
127 128