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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2626
Maridea Wealth Management
New York
$270K +$258K +808 New
RIA
2627
Realta Investment Advisors
Delaware
$269K -$17.2K -54 -6%
CFA
2628
Cahill Financial Advisors
Minnesota
$269K -$67K -210 -21%
CFP
2629
Cascade Financial Partners
California
$269K -$638 -2 -0.2%
SPA
2630
Sherbrooke Park Advisers
New York
$268K +$256K +802 New
SAF
2631
Smith Anglin Financial
Texas
$268K -$2.87K -9 -1%
CCMW
2632
Cypress Capital Management (Wyoming)
Wyoming
$267K -$38.3K -120 -13%
CIA
2633
Cladis Investment Advisory
Montana
$267K – – –
FRA
2634
Front Row Advisors
California
$267K – – –
MP
2635
McDonald Partners
Ohio
$267K -$36.4K -114 -13%
FSC
2636
Full Sail Capital
Oklahoma
$267K +$21.4K +67 +9%
AWM
2637
Abound Wealth Management
Tennessee
$266K -$2.55K -8 -1%
RA
2638
Rise Advisors
New York
$266K -$10.2K -32 -4%
WAG
2639
Wallace Advisory Group
California
$265K -$1.13M -3,556 -79%
HCM
2640
HMS Capital Management
Tennessee
$265K – – –
WSC
2641
Wellington Shields & Co
New York
$265K – – –
LAS
2642
LWM Advisory Services
Florida
$265K +$255K +798 New
VCP
2643
Verus Capital Partners
Arizona
$265K -$5.11K -16 -2%
AR
2644
Apeiron RIA
Texas
$264K +$252K +791 New
SG
2645
Somerset Group
Minnesota
$263K – – –
CAL
2646
Capital Advisors Ltd
Ohio
$263K +$9.89K +31 +4%
CAI
2647
Capital Advisors Inc
Oklahoma
$263K +$251K +786 New
SAM
2648
Summit Asset Management
Tennessee
$263K -$6.38K -20 -2%
TWA
2649
Talisman Wealth Advisors
New Jersey
$263K +$8.3K +26 +3%
EFL
2650
ERn Financial LLC
Wisconsin
$262K +$251K +785 New
104 105
106
107 108