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Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
2526
Interchange Capital Partners
Pennsylvania
$402K -$268K -1,867 -43%
IVP
2527
Intrinsic Value Partners
Arizona
$400K -$78.6K -548 -18%
IAA
2528
Ironsides Asset Advisors
North Carolina
$400K – – –
DWP
2529
Destiny Wealth Partners
Florida
$400K +$6.02K +42 +2%
CIA
2530
Caerus Investment Advisors
Texas
$400K +$360K +2,511 New
BWM
2531
Baystate Wealth Management
Massachusetts
$399K -$8.89K -62 -2%
AWMG
2532
Alliance Wealth Management Group
New Jersey
$399K – – –
TCM
2533
Towercrest Capital Management
Pennsylvania
$399K – – –
WWMSC
2534
Wagner Wealth Management (South Carolina)
South Carolina
$398K -$531K -3,705 -60%
RCWM
2535
Royal Capital Wealth Management
Indiana
$398K +$1K +7 +0.3%
WWM
2536
Wolff Wiese Magana
California
$396K -$100K -700 -22%
BCM
2537
Breiter Capital Management
Florida
$396K -$55.6K -388 -14%
WFC
2538
Western Financial Corp
California
$396K +$11.2K +78 +3%
IDBONY
2539
Israel Discount Bank of New York
New York
$395K -$41.4K -289 -11%
CAM
2540
Concorde Asset Management
Michigan
$395K +$348K +2,429 New
B
2541
Bensler
Washington
$395K +$348K +2,425 New
AWP
2542
Abacus Wealth Partners
California
$394K -$116K -812 -25%
MCA
2543
MSH Capital Advisors
Arizona
$394K +$574 +4 +0.2%
SFG
2544
Sovereign Financial Group
Connecticut
$393K +$40.6K +283 +13%
DWA
2545
Delos Wealth Advisors
Texas
$392K +$269K +1,874 +350%
WWM
2546
Windsor Wealth Management
Indiana
$391K +$8.03K +56 +2%
BWA
2547
Blodgett Wealth Advisors
California
$388K -$82.5K -575 -19%
NFG
2548
Nadler Financial Group
Illinois
$387K +$41.6K +290 +14%
NIMI
2549
Natixis Investment Managers International
France
$387K +$341K +2,378 New
TFGT
2550
TS Financial Group (TSFG)
Illinois
$386K -$4.02K -28 -1%
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