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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1176
Kassira Wealth Management
Tennessee
$206K +$193K +400 New
KFSC
1177
Keystone Financial Services (Colorado)
Colorado
$206K +$193K +400 New
RCM
1178
RB Capital Management
Nevada
$206K +$193K +400 New
IIA
1179
Integrity Investment Advisors
Colorado
$204K -$79.6K -165 -29%
GKIM
1180
GW&K Investment Management
Massachusetts
$204K +$13.5K +28 +8%
BFG
1181
Bouchey Financial Group
New York
$204K +$191K +395 New
FPGK
1182
Financial Partners Group (Kansas)
Kansas
$203K +$190K +393 New
WRPWM
1183
Werba Rubin Papier Wealth Management
California
$201K +$189K +391 New
ICP
1184
Impact Capital Partners
Colorado
$201K +$188K +390 New
WSFG
1185
Wall Street Financial Group
Illinois
$200K +$14.5K +30 +8%
WANY
1186
Wealthspire Advisors (New York)
New York
$200K +$188K +389 New
BT
1187
Banque Transatlantique
France
$197K +$965 +2 +0.5%
BWS
1188
Buck Wealth Strategies
Colorado
$193K +$181K +375 New
UCB
1189
United Community Bank
South Carolina
$191K +$3.38K +7 +2%
AAG
1190
Armstrong Advisory Group
Massachusetts
$186K +$162K +336 +1,344%
RFA
1191
Reyes Financial Architecture
California
$183K +$53.6K +111 +45%
CAC
1192
Core Alternative Capital
Georgia
$179K +$28K +58 +20%
CM
1193
Capula Management
Cayman Islands
$177K -$1.02M -2,110 -86%
SC
1194
Steph & Co
Wisconsin
$170K – – –
AA
1195
Ancora Advisors
Ohio
$169K – – –
CPBTD
1196
Central Pacific Bank - Trust Division
Hawaii
$167K -$796K -1,650 -84%
FLP
1197
Financial Life Planners
Arizona
$166K – – –
NFSG
1198
Newbridge Financial Services Group
Florida
$165K – – –
SWA
1199
SOA Wealth Advisors
New York
$153K +$48.3K +100 +51%
RF
1200
Rossby Financial
Florida
$150K -$33.3K -69 -19%
46 47
48
49 50