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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
3226
Triton Wealth Management
Arizona
$223K +$151 +1 +0.1%
APA
3227
Astoria Portfolio Advisors
New York
$223K -$368K -2,432 -62%
ICM
3228
Intrepid Capital Management
Florida
$223K – – –
OPWM
3229
Oakwell Private Wealth Management
Texas
$222K – – –
PP
3230
PFS Partners
New Jersey
$221K +$16.3K +108 +8%
SCM
3231
Stonehearth Capital Management
Massachusetts
$221K – – –
AFA
3232
American Financial Advisors
Georgia
$221K +$1.21K +8 +0.5%
4WM
3233
49 Wealth Management
Texas
$221K +$224K +1,482 New
RC
3234
Rovin Capital
Arizona
$221K -$17.7K -117 -7%
CIS
3235
Continental Investors Services
Washington
$221K -$2.87K -19 -1%
HG
3236
Harbor Group
New Hampshire
$220K +$223K +1,475 New
ES
3237
Eagle Strategies
New York
$220K -$14.4K -95 -6%
PWA
3238
PCG Wealth Advisors
Kansas
$220K +$223K +1,472 New
FWM
3239
ForthRight Wealth Management
Georgia
$219K -$756 -5 -0.3%
HA
3240
Hofer & Associates
California
$219K +$29.5K +195 +15%
4WM
3241
4J Wealth Management
Virginia
$218K – – –
SC
3242
Stephenson & Company
California
$218K +$221K +1,459 New
AFP
3243
Alpha Financial Partners
Kentucky
$217K +$25.9K +171 +13%
ECG
3244
EPIQ Capital Group
California
$216K +$219K +1,448 New
DIS
3245
Diversified Investment Strategies
Louisiana
$214K – – –
VF
3246
VitalStone Financial
Texas
$214K – – –
PP
3247
PrairieView Partners
Minnesota
$213K +$77K +509 +55%
CWM
3248
Collaborative Wealth Management
Florida
$213K +$454 +3 +0.2%
FIM
3249
Fernwood Investment Management
Massachusetts
$212K – – –
AWM
3250
Aprio Wealth Management
Georgia
$210K -$16.8K -111 -7%
128 129
130
131 132