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Name Holding Trade Value Shares
Change 		Change in
Stake
SAP
5351
Strategic Advisory Partners
North Carolina
$1.23M +$1.22M +4,531 New
TCFP
5352
Treasure Coast Financial Planning
Florida
$1.23M -$66K -246 -5%
HWA
5353
HMV Wealth Advisors
Louisiana
$1.23M -$70.9K -264 -6%
HPCM
5354
Hunter Perkins Capital Management
Illinois
$1.23M – – –
IIM
5355
Invariant Investment Management
Pennsylvania
$1.22M +$1.27M +4,719 New
AWMG
5356
ADG Wealth Management Group
Louisiana
$1.22M +$15.8K +59 +1%
CWP
5357
Clark Wealth Partners
Illinois
$1.22M – – –
PWM
5358
Proathlete Wealth Management
Florida
$1.22M +$103K +383 +9%
CWM
5359
Contango Wealth Management
California
$1.22M +$1.2M +4,477 New
IFU
5360
iSAM Funds (UK)
United Kingdom
$1.22M +$194K +724 +19%
SHFG
5361
S Harris Financial Group
Texas
$1.21M +$1.2M +4,469 New
BAM
5362
Belleair Asset Management
Florida
$1.21M +$1.2M +4,462 New
OA
5363
Oasis Advisors
Iowa
$1.21M +$1.2M +4,455 New
BWM
5364
Briggs Wealth Management
Connecticut
$1.21M +$1.19M +4,447 New
SWA
5365
Strategic Wealth Advisors
Arizona
$1.21M +$1.19M +4,437 New
SG
5366
Sankala Group
Colorado
$1.21M +$1.23M +4,564 New
EWA
5367
Emergent Wealth Advisors
New York
$1.2M +$61.5K +229 +5%
CAP
5368
Cordoba Advisory Partners
New York
$1.2M +$1.19M +4,419 New
CP
5369
Camelot Portfolios
Ohio
$1.2M -$1.56M -5,824 -57%
ACM
5370
Anfield Capital Management
California
$1.2M +$306K +1,139 +35%
FA
5371
Freestate Advisors
Kansas
$1.19M +$43.5K +162 +4%
TWM
5372
Tumwater Wealth Management
Idaho
$1.19M -$80K -298 -6%
DC
5373
Darrow Company
Massachusetts
$1.19M +$121K +450 +11%
GC
5374
GatePass Capital
Ohio
$1.19M +$228K +849 +24%
IP
5375
Integras Partners
Georgia
$1.19M +$229K +852 +24%
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