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Name Holding Trade Value Shares
Change 		Change in
Stake
DC
1826
DeDora Capital
California
$1.31M -$104K -571 -8%
BO
1827
BRR OpCo
Ohio
$1.3M +$23.4K +128 +2%
WLPWM
1828
Walled Lake Planning & Wealth Management
Illinois
$1.3M -$4.2K -23 -0.3%
FFG
1829
Ford Financial Group
California
$1.29M +$314K +1,717 +35%
PWMG
1830
Prestige Wealth Management Group
New Jersey
$1.29M +$132K +722 +12%
AWA
1831
Arkadios Wealth Advisors
Georgia
$1.29M +$39.5K +216 +3%
CPSC
1832
Carl P. Sherr & Co
Massachusetts
$1.28M -$18.3K -100 -1%
PBC
1833
Pavion Blue Capital
California
$1.28M +$153K +839 +14%
SFO
1834
Stokes Family Office
Louisiana
$1.28M -$712K -3,898 -37%
BCM
1835
Breiter Capital Management
Florida
$1.27M +$13.3K +73 +1%
JIP
1836
Jaffetilchin Investment Partners
Florida
$1.27M +$316K +1,731 +36%
MIAS
1837
Mason Investment Advisory Services
Virginia
$1.27M +$151K +826 +14%
PWMAG
1838
Pinnacle Wealth Management Advisory Group
New Jersey
$1.26M +$186K +1,020 +18%
RT
1839
Rockland Trust
Massachusetts
$1.26M -$22.8K -125 -2%
FIA
1840
Foundations Investment Advisors
Arizona
$1.26M +$127K +693 +12%
EWM
1841
Elite Wealth Management
Washington
$1.26M +$33.3K +182 +3%
CI
1842
Cavalier Investments
Georgia
$1.26M +$1.19M +6,516 New
CWM
1843
Confluence Wealth Management
Oregon
$1.25M -$15.9K -87 -1%
RA
1844
RFG Advisory
Alabama
$1.25M +$154K +843 +15%
CAAS
1845
Capital Asset Advisory Services
Michigan
$1.24M +$110K +601 +11%
HA
1846
Harfst & Associates
Wyoming
$1.23M -$15.9K -87 -1%
SCP
1847
Stamos Capital Partners
California
$1.22M -$2.12M -11,599 -65%
PR
1848
Payden & Rygel
California
$1.22M +$512K +2,800 +80%
CT
1849
Columbia Trust
Oregon
$1.22M +$112K +613 +11%
BFO
1850
Biltmore Family Office
North Carolina
$1.22M -$196K -1,075 -15%
72 73
74
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