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Name Holding Trade Value Shares
Change 		Change in
Stake
EFN
4726
Equita Financial Network
Pennsylvania
$547K +$128K +703 +28%
HMS
4727
Hanseatic Management Services
New Mexico
$546K +$17.3K +95 +3%
IPWA
4728
International Private Wealth Advisors
California
$545K -$1.61M -8,874 -74%
NRA
4729
NSI Retail Advisors
Pennsylvania
$543K -$182K -1,000 -24%
JFGLC
4730
Johnson Financial Group LLC (Colorado)
Colorado
$543K +$33.3K +183 +6%
SCM
4731
Shapiro Capital Management
Georgia
$540K – – –
NI
4732
NFC Investments
Tennessee
$540K – – –
SWA
4733
Sightline Wealth Advisors
Connecticut
$540K +$66.7K +367 +13%
BAM
4734
Boyar Asset Management
New York
$537K -$45.5K -250 -7%
PI
4735
Pachira Investments
California
$537K -$73.3K -403 -11%
GFA
4736
Grunden Financial Advisory
Texas
$534K -$18.7K -103 -3%
CEI
4737
Clark Estates Inc
New York
$533K – – –
BBW
4738
Blue Barn Wealth
Utah
$533K +$15.8K +87 +3%
FWP
4739
Family Wealth Partners
North Carolina
$531K +$563K +3,097 New
VI
4740
VanderPol Investments
Michigan
$531K -$54.2K -298 -9%
BFA
4741
Bluestem Financial Advisors
Illinois
$525K – – –
SS
4742
Sound Stewardship
Kansas
$524K +$8K +44 +1%
MS
4743
Maven Securities
Jersey
$523K -$3.72M -20,445 -87%
PC
4744
Prairiewood Capital
North Dakota
$523K +$10K +55 +2%
BFS
4745
Beacon Financial Strategies
North Carolina
$521K -$34.9K -192 -6%
AFA
4746
Atlas Financial Advisors
California
$519K +$234K +1,285 +74%
CC
4747
Capstone Capital
Nevada
$519K – – –
MMA
4748
Mizuho Markets Americas
New York
$514K -$12.6M -69,496 -96%
CC
4749
Codex Capital
New York
$514K – – –
EWA
4750
Emergent Wealth Advisors
New York
$514K -$21.6K -119 -4%
188 189
190
191 192