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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2051
Tradition Wealth Management
Minnesota
$727K +$3.18K +60 +0.4%
VT
2052
Vise Technologies
New York
$727K +$756K +14,269 New
MPCG
2053
Matrix Private Capital Group
New York
$725K +$3.18K +60 +0.4%
RFA
2054
Resurgent Financial Advisors
Georgia
$724K +$190K +3,589 +34%
MAWAG
2055
Mid-American Wealth Advisory Group
Missouri
$723K -$60.3K -1,139 -7%
GA
2056
Geller Advisors
New York
$721K -$32.1K -606 -4%
RCG
2057
Regatta Capital Group
California
$721K -$28.9K -545 -4%
SJIM
2058
St. Johns Investment Management
Florida
$720K +$32.7K +617 +5%
PP
2059
Patron Partners
Texas
$718K +$66.3K +1,252 +10%
NB
2060
Nicolet Bankshares
Wisconsin
$718K +$210K +3,960 +39%
SAM
2061
Security Asset Management
New York
$717K +$45.1K +852 +6%
RTS
2062
Round Table Services
New Jersey
$716K +$59.4K +1,121 +9%
SWM
2063
Selective Wealth Management
Virginia
$715K -$6.99K -132 -0.9%
GG
2064
Greenwood Gearhart
Arkansas
$713K -$5.09M -96,121 -87%
BAM
2065
Boyar Asset Management
New York
$713K +$37.1K +700 +5%
AIM
2066
Avity Investment Management
Connecticut
$712K +$37.1K +700 +5%
SAM
2067
Secure Asset Management
Michigan
$710K +$57.5K +1,085 +8%
SC
2068
Steph & Co
Wisconsin
$708K +$36.1K +681 +5%
WCF
2069
West Coast Financial
California
$707K -$5.88K -111 -0.8%
SFA
2070
Souders Financial Advisors
Ohio
$703K -$20.9K -395 -3%
AMC
2071
Asset Management Corp
Illinois
$701K -$5.19K -98 -0.7%
SLWA
2072
San Luis Wealth Advisors
California
$701K – – –
MS
2073
Madden Securities
Texas
$700K -$1.53M -28,915 -68%
FW
2074
FirstPurpose Wealth
Utah
$696K +$98.5K +1,860 +16%
SP
2075
Successful Portfolios
Florida
$695K -$194K -3,670 -21%
81 82
83
84 85