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Name Holding Trade Value Shares
Change 		Change in
Stake
BCG
2126
Bravias Capital Group
New Jersey
$461K +$7.19K +166 +2%
MSWM
2127
Master's Wealth Management
Pennsylvania
$461K +$6.15K +142 +1%
TWP
2128
Tower Wealth Partners
Pennsylvania
$461K -$4.2K -97 -0.9%
HCMT
2129
Highland Capital Management (Tennessee)
Tennessee
$461K – – –
SRC
2130
Shufro Rose & Co
New York
$460K – – –
AA
2131
Apriem Advisors
California
$459K +$24.6K +569 +6%
OFO
2132
OneAscent Family Office
Alabama
$458K +$16.7K +385 +4%
PIMG
2133
Patriot Investment Management Group
Tennessee
$457K -$70K -1,617 -13%
IWA
2134
Invera Wealth Advisors
Oregon
$457K -$14.2K -328 -3%
EPW
2135
Endeavor Private Wealth
Kansas
$456K +$159K +3,677 +55%
FIBT
2136
First International Bank & Trust
North Dakota
$456K -$303 -7 -0.1%
HWA
2137
Heritage Wealth Advisors
Virginia
$453K – – –
MWM
2138
Mattern Wealth Management
Kansas
$451K +$14.8K +342 +3%
LIG
2139
Lokken Investment Group
Delaware
$450K -$4.54K -105 -1%
ACP
2140
Argyle Capital Partners
California
$449K +$106K +2,445 +31%
GWM
2141
GK Wealth Management
Nevada
$448K +$8.83K +204 +2%
MG
2142
Marex Group
$447K -$259K -5,992 -37%
DDC
2143
DF Dent & Co
Maryland
$447K -$23.8K -550 -5%
AF
2144
Arrow Financial
New York
$446K -$92.9K -2,146 -17%
SIM
2145
Sentry Investment Management
Wisconsin
$446K -$76.1K -1,757 -14%
SIM
2146
Stratos Investment Management
Ohio
$443K +$8.53K +197 +2%
CIA
2147
Caerus Investment Advisors
Texas
$442K +$435K +10,057 New
AGA
2148
Arkos Global Advisors
Texas
$442K +$120K +2,770 +38%
SWM
2149
SFG Wealth Management
Maryland
$441K +$4.16K +96 +1%
AOI
2150
Auto-Owners Insurance
Michigan
$441K – – –
84 85
86
87 88