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Name Holding Trade Value Shares
Change 		Change in
Stake
IP
3651
Intellectus Partners
California
$4.4M -$1.18M -5,076 -20%
SWM
3652
Sendero Wealth Management
Texas
$4.4M -$8.37M -36,109 -65%
AWM
3653
AAF Wealth Management
Massachusetts
$4.39M +$114K +491 +3%
KIA
3654
Kraematon Investment Advisors
Massachusetts
$4.39M +$2.32K +10 +0.1%
KA
3655
KDT Advisors
New York
$4.39M -$149K -641 -3%
TW
3656
Towerpoint Wealth
California
$4.39M +$850K +3,670 +23%
RI
3657
Rinkey Investments
California
$4.39M -$244K -1,055 -5%
KW
3658
KWB Wealth
California
$4.37M +$75.3K +325 +2%
SWP
3659
Summit Wealth Partners
Florida
$4.36M -$82.5K -356 -2%
KCIC
3660
Kuhn & Co Investment Counsel
Illinois
$4.36M +$46.3K +200 +1%
SCA
3661
Southern Capital Advisors
Tennessee
$4.36M -$64.9K -280 -1%
BBPWM
3662
Blue Bell Private Wealth Management
Pennsylvania
$4.36M -$130K -559 -3%
MAMG
3663
Milestone Asset Management Group
Connecticut
$4.36M -$23.2K -100 -0.5%
CCG
3664
Cloverfields Capital Group
Minnesota
$4.36M -$351K -1,513 -7%
CA
3665
Crumly & Associates
Illinois
$4.36M +$43.1K +186 +1%
MCWA
3666
Meadow Creek Wealth Advisors
Georgia
$4.35M -$429K -1,850 -9%
WFM
3667
Wolff Financial Management
Michigan
$4.34M +$232 +1 +0%
MA
3668
MBA Advisors
Pennsylvania
$4.34M -$195K -840 -4%
SWMG
3669
Sanchez Wealth Management Group
Florida
$4.34M -$119K -513 -3%
FB
3670
Finward Bancorp
Indiana
$4.33M -$71.4K -308 -2%
BWG
3671
Beta Wealth Group
California
$4.33M -$155K -670 -3%
ACM
3672
Arcataur Capital Management
Wisconsin
$4.33M -$329K -1,420 -7%
SBF
3673
Sara-Bay Financial
Florida
$4.33M -$163K -702 -3%
JFGLC
3674
Johnson Financial Group LLC (Colorado)
Colorado
$4.32M +$3.78M +16,300 +515%
GC
3675
Gould Capital
Washington
$4.32M -$655K -2,829 -13%
145 146
147
148 149