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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2751
Prossimo Advisors
California
$251K -$128K -2,565 -34%
SAF
2752
Smith Anglin Financial
Texas
$251K +$17.4K +349 +7%
FFWM
2753
Future Financial Wealth Management
Ohio
$251K -$98.6K -1,977 -28%
JAG
2754
Journey Advisory Group
Kentucky
$250K +$748 +15 +0.3%
LFGO
2755
Legacy Financial Group (Oklahoma)
Oklahoma
$250K +$3.59K +72 +1%
ZAM
2756
Zevin Asset Management
Massachusetts
$250K -$26.2K -526 -9%
DA
2757
Detalus Advisors
Missouri
$250K -$2.1K -42 -0.8%
BWM
2758
BlackDiamond Wealth Management
New York
$250K +$12.8K +257 +5%
MA
2759
Mosaic Advisors
Texas
$250K – – –
MPIA
2760
Mountain Pacific Investment Advisers
Idaho
$249K -$50 -1 -0%
HCA
2761
Harbour Capital Advisors
Virginia
$249K – – –
NF
2762
Nvest Financial
New Hampshire
$248K -$41.8K -837 -14%
KFC
2763
Klingenstein Fields & Co
New York
$248K +$2.25K +45 +0.9%
VR
2764
Valued Retirements
Texas
$247K +$50 +1 +0%
BC
2765
Broadwater Capital
Massachusetts
$247K – – –
SWRP
2766
Summit Wealth & Retirement Planning
California
$247K +$247K +4,941 New
FIBT
2767
First International Bank & Trust
North Dakota
$246K – – –
MGAM
2768
McGowan Group Asset Management
Texas
$246K +$549 +11 +0.2%
FFA
2769
Florida Financial Advisors
Florida
$246K -$43.5K -871 -15%
AHB
2770
Abner Herrman & Brock
New Jersey
$245K -$11.8K -236 -5%
AWAP
2771
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$245K -$23.2K -465 -9%
AGA
2772
Arkos Global Advisors
Texas
$244K -$38K -762 -13%
SI
2773
Seeds Investor
New York
$244K -$320K -6,406 -57%
AF
2774
Apollon Financial
South Carolina
$244K -$549 -11 -0.2%
GWP
2775
Gateway Wealth Partners
Wisconsin
$243K -$24.2K -485 -9%
109 110
111
112 113