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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
4976
Stonebridge Wealth Management
Illinois
$1.81M – – –
UIM
4977
Unified Investment Management
Georgia
$1.8M -$7.03K -27 -0.4%
KWM
4978
Kanen Wealth Management
Florida
$1.8M +$1.85M +7,100 New
SL
4979
SWMG LLC
Texas
$1.8M -$136K -521 -7%
SWM
4980
Shelton Wealth Management
Texas
$1.8M -$82.2K -316 -4%
CCA
4981
Coign Capital Advisors
Utah
$1.8M +$260 +1 +0%
SIM
4982
Summitas Investment Management
Texas
$1.79M -$251K -964 -12%
BFP
4983
Beacon Financial Planning
Massachusetts
$1.79M +$407K +1,564 +29%
EP
4984
Essential Partners
California
$1.79M +$35.9K +138 +2%
TPF
4985
Tribridge Partners Financial
Maryland
$1.78M +$95.5K +367 +6%
GCM
4986
Goldstream Capital Management
Hong Kong
$1.78M -$21.3M -81,880 -92%
HFW
4987
Horizon Family Wealth
Illinois
$1.78M -$162K -623 -8%
SI
4988
Stonekeep Investments
New Mexico
$1.78M +$245K +943 +16%
JPG
4989
Jordan Park Group
California
$1.78M – – –
CAG
4990
Carroll Advisory Group
Texas
$1.78M +$485K +1,864 +36%
HWA
4991
Heritage Wealth Architects
Minnesota
$1.77M -$16.7K -64 -1%
CFM
4992
Cornerstone Financial Management
Massachusetts
$1.77M -$129K -494 -7%
JFG
4993
Juno Financial Group
Virginia
$1.77M +$260 +1 +0%
BI
4994
Beckerman Institutional
New Jersey
$1.77M – – –
T2I
4995
Turim 21 Investimentos
Brazil
$1.77M -$34.6K -133 -2%
LC
4996
Lawood & Co
Pennsylvania
$1.77M -$78.1K -300 -4%
KG
4997
Kilter Group
New York
$1.77M -$114K -437 -6%
IWAO
4998
Independence Wealth Advisors (Ohio)
Ohio
$1.76M – – –
MF
4999
Meridian Financial
Massachusetts
$1.76M -$16.4K -63 -0.9%
AWA
5000
Ark Wealth Advisors
California
$1.76M +$87.7K +337 +5%
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200
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