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Name Holding Trade Value Shares
Change 		Change in
Stake
LCWM
4151
Legacy Capital Wealth Management
Texas
$3.52M +$3.32M +14,072 New
MSWMA
4152
Market Street Wealth Management Advisors
Indiana
$3.52M +$432K +1,833 +15%
UFA
4153
US Financial Advisors
Massachusetts
$3.52M +$88.6K +376 +3%
CWAF
4154
Core Wealth Advisors (Florida)
Florida
$3.52M +$73.8K +313 +2%
FPF
4155
First Pacific Financial
Washington
$3.52M -$119K -506 -3%
BDFN
4156
Bond & Devick Financial Network
Minnesota
$3.51M – – –
BCM
4157
BluePath Capital Management
Georgia
$3.51M +$125K +532 +4%
MWA
4158
Muirfield Wealth Advisors
North Carolina
$3.51M +$1.16M +4,922 +54%
MWA
4159
Medallion Wealth Advisors
Connecticut
$3.51M +$3.44M +14,581 New
LC
4160
Longitude (Cayman)
Cayman Islands
$3.51M +$811K +3,440 +33%
DF
4161
DecisionPoint Financial
Arizona
$3.5M +$699K +2,964 +27%
EE
4162
EWG Elevate
California
$3.5M +$93.1K +395 +3%
CWM
4163
Chicago Wealth Management
Illinois
$3.5M +$7.78K +33 +0.2%
F4L
4164
Fortune 45 LLC
Louisiana
$3.5M +$145K +614 +5%
CAG
4165
Cypress Advisory Group
Arizona
$3.49M +$3.28M +13,936 New
SB
4166
Sunflower Bank
Texas
$3.49M +$64.1K +272 +2%
VWM
4167
Vivid Wealth Management
Iowa
$3.48M +$18.1K +77 +0.6%
RLH
4168
RD Lewis Holdings
Florida
$3.48M +$3.6M +15,282 New
RPCA
4169
Running Point Capital Advisors
California
$3.47M -$418K -1,775 -11%
MIM
4170
Meridiem Investment Management
United Kingdom
$3.47M +$21.4K +91 +0.7%
SCA
4171
Sulzberger Capital Advisors
Florida
$3.46M +$3.26M +13,834 New
FCC
4172
Flower City Capital
New York
$3.46M +$45.7K +194 +1%
RPA
4173
Redwood Park Advisors
California
$3.46M +$3.26M +13,823 New
PPA
4174
Pacific Point Advisors
California
$3.46M +$3.5M +14,862 New
EW
4175
Enzi Wealth
Texas
$3.46M +$16.5K +70 +0.5%
165 166
167
168 169