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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
5301
Positano Wealth Management
$1.25M -$586K -2,251 -31%
GWMI
5302
Guardian Wealth Management (Illinois)
Illinois
$1.25M +$2.08K +8 +0.2%
LIWM
5303
Long Island Wealth Management
New York
$1.25M +$20K +77 +2%
OWM
5304
Omnitrust Wealth Management
Florida
$1.25M -$154K -592 -11%
PWM
5305
Partnership Wealth Management
Maryland
$1.25M +$77.3K +297 +6%
LSL
5306
Legacy Solutions LLC
Pennsylvania
$1.25M +$188K +724 +17%
HBCM
5307
Heron Bay Capital Management
Michigan
$1.24M -$396K -1,522 -24%
AC
5308
Avant Capital
Louisiana
$1.24M +$51.5K +198 +4%
AWM
5309
Aureum Wealth Management
Florida
$1.24M +$62.5K +240 +5%
SFMG
5310
Sage Financial Management Group
Virginia
$1.24M +$80.7K +310 +7%
MC
5311
Machina Capital
France
$1.24M -$2.75M -10,559 -68%
NEPPG
5312
New England Professional Planning Group
Rhode Island
$1.23M +$7.29K +28 +0.6%
STB
5313
S&T Bank
Pennsylvania
$1.23M +$198K +759 +19%
SA
5314
SPWM Advisors
Michigan
$1.23M -$24.2K -93 -2%
BAM
5315
Bayshore Asset Management
Florida
$1.23M -$36.2K -139 -3%
LKBC
5316
L.K. Benson & Company
Maryland
$1.23M -$3.9K -15 -0.3%
YWM
5317
Yukon Wealth Management
Kansas
$1.23M -$781 -3 -0.1%
HWA
5318
HMV Wealth Advisors
Louisiana
$1.23M +$84.3K +324 +7%
SHJ
5319
Sharkey, Howes & Javer
Colorado
$1.23M -$181K -697 -13%
IIM
5320
Invariant Investment Management
Pennsylvania
$1.23M -$3.12K -12 -0.3%
HPA
5321
High Probability Advisors
New York
$1.23M -$781 -3 -0.1%
AC
5322
Attessa Capital
Arizona
$1.22M +$6.25K +24 +0.5%
MSRI
5323
Michael S. Ryan Inc
New York
$1.22M +$32K +123 +3%
SI
5324
Sprott Inc
Ontario, Canada
$1.22M +$52.3K +201 +4%
CF
5325
CBM Financial
Texas
$1.22M +$208K +801 +22%
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