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Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
1926
Integrity Advisory Solutions
Texas
$302K +$310K +1,395 New
HB
1927
Horizon Bancorp
Indiana
$302K -$21.4K -96 -6%
VCM
1928
Virtue Capital Management
Tennessee
$302K +$445 +2 +0.1%
BB
1929
Bell Bank
North Dakota
$302K +$50.1K +225 +19%
FPGK
1930
Financial Partners Group (Kansas)
Kansas
$302K +$47.4K +213 +18%
AFO
1931
Arrowroot Family Office
California
$302K +$53K +238 +21%
BWM
1932
Baron Wealth Management
Michigan
$301K +$29.1K +131 +10%
KA
1933
Klingman & Associates
New York
$301K -$19.6K -88 -6%
AWA
1934
Acorn Wealth Advisors
Michigan
$301K +$667 +3 +0.2%
SPI
1935
Sutton Place Investors
New York
$300K +$308K +1,384 New
QFP
1936
Quantum Financial Partners
Kansas
$299K +$308K +1,383 New
C1AG
1937
Client 1st Advisory Group
Florida
$299K +$25.6K +115 +9%
E
1938
Entelevest
Florida
$299K +$12.7K +57 +4%
UWPG
1939
Ullmann Wealth Partners Group
Florida
$298K +$11.6K +52 +4%
CCM
1940
Chiron Capital Management
Florida
$297K -$3.56K -16 -1%
AU
1941
AlphaGrep UK
$296K +$55K +247 +22%
TIA
1942
Traphagen Investment Advisors
New Jersey
$296K -$28.3K -127 -9%
I
1943
INVST
Indiana
$295K -$4.23K -19 -1%
PWM
1944
Palacios Wealth Management
Florida
$295K – – –
PAM
1945
PCG Asset Management
New Jersey
$294K -$8.9K -40 -3%
RFP
1946
Root Financial Partners
California
$294K +$133K +598 +78%
KWMG
1947
King Wealth Management Group
Florida
$294K +$4K +18 +1%
S
1948
Sunpointe
Missouri
$294K +$1.56K +7 +0.5%
NAMNJ
1949
NorthStar Asset Management (New Jersey)
New Jersey
$294K +$14K +63 +5%
BW
1950
BIP Wealth
Georgia
$294K -$68.1K -306 -18%
76 77
78
79 80