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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1726
Triumph Capital Management
Colorado
$662K -$1.34M -37,966 -68%
KIG
1727
Kowal Investment Group
Wisconsin
$661K -$26.6K -751 -4%
RW
1728
Rede Wealth
Virginia
$661K – – –
AWE
1729
Avidian Wealth Enterprises
Texas
$659K -$99.4K -2,808 -14%
GIS
1730
Grayhawk Investment Strategies
Alberta, Canada
$658K +$618K +17,459 New
RCM
1731
RB Capital Management
Nevada
$656K -$35.4K -1,001 -5%
CA
1732
CoreCap Advisors
Michigan
$655K -$22.3K -629 -3%
HFRG
1733
Houlihan Financial Resource Group
Virginia
$653K -$178K -5,027 -22%
GCM
1734
Gibraltar Capital Management
Oklahoma
$652K +$612K +17,286 New
VHAM
1735
Van Hulzen Asset Management
California
$650K +$103K +2,902 +20%
TWM
1736
Trueblood Wealth Management
Ohio
$648K +$608K +17,182 New
SIC
1737
Samalin Investment Counsel
New York
$648K +$42.8K +1,209 +8%
I
1738
InceptionR
California
$647K -$77K -2,175 -11%
SC
1739
Steph & Co
Wisconsin
$646K -$77.9K -2,201 -11%
WQ
1740
Wealth Quarterback
New Jersey
$645K -$491K -13,879 -45%
TCBWMS
1741
Texas Capital Bank Wealth Management Services
Texas
$645K +$331K +9,347 +20%
TYCC
1742
Texas Yale Capital Corp
Florida
$645K -$1.17M -33,041 -66%
IWA
1743
IVC Wealth Advisors
Pennsylvania
$644K -$30.6K -865 -5%
LD
1744
Lipe & Dalton
New York
$644K -$7.08K -200 -1%
CIA
1745
Compass Ion Advisors
Pennsylvania
$644K -$81.4K -2,300 -12%
TCMP
1746
Thrive Capital Management (Pennsylvania)
Pennsylvania
$643K -$76K -2,148 -11%
FA
1747
Financial Advisors
Massachusetts
$642K -$73.9K -2,090 -11%
BI
1748
Ballast Inc
Kentucky
$635K -$55K -1,555 -8%
APG
1749
Abacus Planning Group
South Carolina
$635K +$156K +4,404 +35%
SWP
1750
ShoreHaven Wealth Partners
New Jersey
$632K +$23.9K +676 +4%
68 69
70
71 72