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Name Holding Trade Value Shares
Change 		Change in
Stake
FFW
5351
Fusion Family Wealth
New York
$1.17M – – –
UI
5352
Unconventional Investor
New Hampshire
$1.17M – – –
BWM
5353
Benson Wealth Management
Tennessee
$1.17M -$1.35M -5,177 -53%
KFG
5354
Kingdom Financial Group
Arizona
$1.17M +$409K +1,570 +52%
LAS
5355
Lloyd Advisory Services
Georgia
$1.17M +$589K +2,263 +97%
VST
5356
Van Strum & Towne
California
$1.17M – – –
KGP
5357
Keystone Global Partners
Colorado
$1.17M – – –
CIC
5358
Chase Investment Counsel
Virginia
$1.17M +$552K +2,120 +85%
EFT
5359
Envision Financial Transparency
North Carolina
$1.17M +$1.2M +4,598 New
DC
5360
Darrow Company
Massachusetts
$1.17M +$52K +200 +5%
SG
5361
Sankala Group
Colorado
$1.16M +$13.5K +52 +1%
MPIA
5362
Milestones Private Investment Advisors
New York
$1.16M -$2.43M -9,337 -67%
SWM
5363
SpringVest Wealth Management
Texas
$1.16M -$12.5K -48 -1%
CWM
5364
Consultiva Wealth Management
Puerto Rico
$1.16M – – –
PFA
5365
Peak Financial Advisors
Colorado
$1.16M +$521 +2 +0%
AFW
5366
Atlantic Family Wealth
Florida
$1.16M -$56.5K -217 -5%
SF
5367
Seros Financial
Arizona
$1.16M -$78.1K -300 -6%
SHFG
5368
S Harris Financial Group
Texas
$1.16M +$22.1K +85 +2%
SWM
5369
Sagace Wealth Management
Florida
$1.15M -$108K -415 -8%
AWP
5370
Atlas Wealth Partners
Pennsylvania
$1.15M -$5.21K -20 -0.4%
EWA
5371
Emergent Wealth Advisors
New York
$1.15M +$31.8K +122 +3%
ACM
5372
Alamar Capital Management
California
$1.15M -$273K -1,049 -19%
HPCM
5373
Hunter Perkins Capital Management
Illinois
$1.15M – – –
BI
5374
Bramshill Investments
Florida
$1.14M +$651K +2,500 +125%
OFO
5375
OneAscent Family Office
Alabama
$1.14M +$122K +470 +12%
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