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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2926
WealthTrust Asset Management
Florida
$378K +$73.2K +519 +25%
LSWP
2927
Liberty Square Wealth Partners
Pennsylvania
$377K -$9.73K -69 -3%
CPP
2928
Capasso Planning Partners
South Carolina
$377K -$52.7K -374 -12%
SFS
2929
Strategic Financial Services
New York
$377K -$4.23K -30 -1%
TF
2930
Theory Financial
Colorado
$377K +$2.82K +20 +0.8%
BF
2931
Brogan Financial
Tennessee
$377K +$3.81K +27 +1%
AWM
2932
Activest Wealth Management
Florida
$377K +$8.18K +58 +2%
CA
2933
Clune & Associates
Illinois
$376K +$27.9K +198 +8%
IA
2934
Intellus Advisors
Florida
$375K – – –
SCM
2935
Silvant Capital Management
Georgia
$374K – – –
TA
2936
TFB Advisors
Kansas
$374K -$33.1K -235 -8%
TW
2937
Traveka Wealth
California
$373K -$28.9K -205 -7%
SSA
2938
South Street Advisors
New York
$373K – – –
ITB
2939
Idaho Trust Bank
Idaho
$373K +$118K +840 +48%
HWM
2940
HFR Wealth Management
New York
$373K -$48.8K -346 -12%
AWAP
2941
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$372K +$18.7K +133 +5%
AG
2942
Algert Global
California
$372K -$154K -1,092 -30%
BCM
2943
Bluefin Capital Management
New York
$372K +$367K +2,600 New
SFG
2944
Sovereign Financial Group
Connecticut
$372K -$42.3K -300 -10%
TFP
2945
Triune Financial Partners
Kansas
$372K +$6.2K +44 +2%
NG
2946
NWK Group
California
$370K – – –
RC
2947
Rovin Capital
Arizona
$370K -$18.5K -131 -5%
FWA
2948
FORM Wealth Advisors
Wisconsin
$370K +$4.09K +29 +1%
TIM
2949
Total Investment Management
Arizona
$369K +$3.1K +22 +0.9%
NPFS
2950
Novak & Powell Financial Services
Florida
$369K +$705 +5 +0.2%
116 117
118
119 120