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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
3176
Sequent Asset Management
Texas
$372K +$20.7K +136 +6%
FSBI
3177
Fearless Solutions (Best Invest)
Texas
$371K +$4.26K +28 +1%
WH
3178
Willner & Heller
California
$371K +$11.6K +76 +3%
WFAG
3179
Worth Financial Advisory Group
North Carolina
$371K -$44.2K -290 -11%
PB
3180
Prosperity Bancshares
Texas
$371K +$371K +2,433 New
SPA
3181
Sound Portfolio Advisors
Connecticut
$371K +$370K +2,432 New
SGC
3182
Slocum, Gordon & Co
Rhode Island
$369K +$141K +924 +62%
MAM
3183
McLean Asset Management
Virginia
$369K -$16.6K -109 -5%
RCWM
3184
Royal Capital Wealth Management
Indiana
$369K -$457 -3 -0.1%
FH
3185
FWG Holdings
Florida
$368K +$5.18K +34 +2%
CMTU
3186
Capital Markets Trading (UK)
United Kingdom
$368K +$368K +2,414 New
KDA
3187
Kraft Davis & Associates
Missouri
$368K +$342K +2,248 New
EL
3188
Essex LLC
Illinois
$368K +$28.2K +185 +8%
PWA
3189
Phoenix Wealth Advisors
North Carolina
$368K +$152 +1 +0%
CW
3190
CrossGen Wealth
North Carolina
$367K +$367K +2,410 New
MF
3191
Montis Financial
Massachusetts
$367K +$762 +5 +0.2%
MF
3192
Manchester Financial
California
$366K +$54.2K +356 +17%
RA
3193
Range Advisory
Virginia
$366K +$366K +2,404 New
RFS
3194
Richardson Financial Services
Massachusetts
$366K +$14.2K +93 +4%
NPFS
3195
Novak & Powell Financial Services
Florida
$364K +$609 +4 +0.2%
BGC
3196
Beutel, Goodman & Co
Ontario, Canada
$364K – – –
CFGA
3197
Cambridge Financial Group (Arizona)
Arizona
$363K +$29.2K +192 +8%
SP
3198
Sequent Planning
Nebraska
$362K +$4.87K +32 +1%
AC
3199
AIFG Consultants
New York
$362K – – –
PWP
3200
Pursue Wealth Partners
California
$362K -$498K -3,267 -58%
126 127
128
129 130