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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2926
Castleview Partners
Texas
$379K +$50.8K +360 +16%
WAM
2927
WealthTrust Asset Management
Florida
$378K +$73.2K +519 +25%
LSWP
2928
Liberty Square Wealth Partners
Pennsylvania
$377K -$9.73K -69 -3%
CPP
2929
Capasso Planning Partners
South Carolina
$377K -$52.7K -374 -12%
SFS
2930
Strategic Financial Services
New York
$377K -$4.23K -30 -1%
TF
2931
Theory Financial
Colorado
$377K +$2.82K +20 +0.8%
BF
2932
Brogan Financial
Tennessee
$377K +$3.81K +27 +1%
AWM
2933
Activest Wealth Management
Florida
$377K +$8.18K +58 +2%
CA
2934
Clune & Associates
Illinois
$376K +$27.9K +198 +8%
IA
2935
Intellus Advisors
Florida
$375K – – –
SCM
2936
Silvant Capital Management
Georgia
$374K – – –
TA
2937
TFB Advisors
Kansas
$374K -$33.1K -235 -8%
TW
2938
Traveka Wealth
California
$373K -$28.9K -205 -7%
SSA
2939
South Street Advisors
New York
$373K – – –
ITB
2940
Idaho Trust Bank
Idaho
$373K +$118K +840 +48%
HWM
2941
HFR Wealth Management
New York
$373K -$48.8K -346 -12%
AWAP
2942
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$372K +$18.7K +133 +5%
AG
2943
Algert Global
California
$372K -$154K -1,092 -30%
BCM
2944
Bluefin Capital Management
New York
$372K +$367K +2,600 New
SFG
2945
Sovereign Financial Group
Connecticut
$372K -$42.3K -300 -10%
TFP
2946
Triune Financial Partners
Kansas
$372K +$6.2K +44 +2%
NG
2947
NWK Group
California
$370K – – –
RC
2948
Rovin Capital
Arizona
$370K -$18.5K -131 -5%
FWA
2949
FORM Wealth Advisors
Wisconsin
$370K +$4.09K +29 +1%
TIM
2950
Total Investment Management
Arizona
$369K +$3.1K +22 +0.9%
116 117
118
119 120