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Name Holding Trade Value Shares
Change 		Change in
Stake
IEFM
1201
IQ EQ Fund Management
Ireland
$483K -$29.7K -193 -7%
SXL
1202
Summit X LLC
Missouri
$483K +$15.8K +103 +4%
FMWA
1203
Forvis Mazars Wealth Advisors
Missouri
$481K -$32.1K -209 -7%
KFA
1204
Kelleher Financial Advisors
New York
$481K -$25.7K -167 -6%
JIP
1205
Jaffetilchin Investment Partners
Florida
$481K +$134K +869 +49%
XF
1206
XML Financial
Maryland
$478K +$129K +836 +47%
SWMG
1207
Sanchez Wealth Management Group
Florida
$478K +$400K +2,605 New
PCA
1208
Private Capital Advisors
Connecticut
$477K +$400K +2,600 New
FC
1209
Ferris Capital
Massachusetts
$474K +$615 +4 +0.2%
YIA
1210
YHB Investment Advisors
Connecticut
$473K +$40.7K +265 +11%
SWM
1211
Stockman Wealth Management
Montana
$472K +$1.84K +12 +0.5%
SWP
1212
Strategic Wealth Partners
Ohio
$472K +$49.5K +322 +14%
CCM
1213
CAAS Capital Management
New York
$472K +$395K +2,573 New
CC
1214
Callan Capital
California
$468K +$3.69K +24 +0.9%
EWM
1215
Edge Wealth Management
New York
$466K +$22.3K +145 +6%
BFG
1216
Beacon Financial Group
Texas
$461K +$364K +2,371 New
WAG
1217
Winthrop Advisory Group
Massachusetts
$460K +$50K +325 +15%
CCM
1218
Chickasaw Capital Management
Tennessee
$458K -$144K -940 -27%
BFWA
1219
Benchmark Financial Wealth Advisors
Florida
$458K +$175K +1,136 +83%
BI
1220
Ballast Inc
Kentucky
$455K -$1.54K -10 -0.4%
JF
1221
JSF Financial
California
$454K +$19.2K +125 +5%
PA
1222
Procyon Advisors
Connecticut
$454K +$78.7K +512 +26%
APWM
1223
Atlas Private Wealth Management
New York
$453K -$20K -130 -5%
QCG
1224
Quadrant Capital Group
Ohio
$452K +$76.2K +496 +25%
GWS
1225
Glassman Wealth Services
Virginia
$451K +$14.6K +95 +4%
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