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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
3001
Perfromance Wealth Partners
Illinois
$249K +$255K +1,591 New
CSIA
3002
Charles Schwab Investment Advisory
California
$248K -$15.2K -95 -6%
IEFM
3003
IQ EQ Fund Management
Ireland
$248K – – –
GHAM
3004
Gilman Hill Asset Management
Connecticut
$248K +$11.2K +70 +5%
AWA
3005
Alta Wealth Advisors
Massachusetts
$248K +$160 +1 +0.1%
RWG
3006
Regal Wealth Group
California
$248K – – –
HCM
3007
Hilton Capital Management
New York
$248K +$15.4K +96 +6%
BWM
3008
BNC Wealth Management
Oregon
$247K -$2.88M -17,933 -92%
CWG
3009
Crown Wealth Group
North Carolina
$247K +$10.6K +66 +4%
UW
3010
Unique Wealth
Florida
$247K +$3.85K +24 +2%
KA
3011
Kooman & Associates
Pennsylvania
$247K +$25.3K +158 +11%
P
3012
Paradiem
Louisiana
$247K – – –
SFG
3013
SNS Financial Group
Minnesota
$247K -$962 -6 -0.4%
AIA
3014
AIMZ Investment Advisors
California
$246K -$4.33K -27 -2%
ES
3015
Eagle Strategies
New York
$246K +$19.6K +122 +8%
FS
3016
Ferguson Shapiro
Georgia
$246K +$481 +3 +0.2%
ACA
3017
Atlas Capital Advisors
Wyoming
$246K – – –
PFA
3018
Pathway Financial Advisors
Vermont
$246K +$481 +3 +0.2%
SHWM
3019
Smith & Howard Wealth Management
Georgia
$244K +$5.45K +34 +2%
WA
3020
Wealthstream Advisors
New York
$244K +$248K +1,549 New
EC
3021
EdgeRock Capital
Colorado
$243K -$14.4K -90 -6%
BA
3022
BCM Advisors
Louisiana
$243K – – –
BWM
3023
Blossom Wealth Management
California
$243K +$248K +1,544 New
TLCM
3024
Twin Lakes Capital Management
California
$242K – – –
CWM
3025
Collaborative Wealth Management
Florida
$242K -$3.37K -21 -1%
119 120
121
122 123