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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
3226
Southern Capital Advisors
Tennessee
$271K -$20.6K -146 -7%
KCM
3227
KRS Capital Management
Michigan
$270K -$4.09K -29 -2%
AWP
3228
Abacus Wealth Partners
California
$270K -$20.2K -143 -7%
HCWM
3229
Hidden Cove Wealth Management
Washington
$269K -$18.9K -134 -7%
BTWM
3230
Brass Tax Wealth Management
Ohio
$269K +$13.8K +98 +5%
SCA
3231
Sandy Cove Advisors
Massachusetts
$269K -$57.8K -410 -18%
CWP
3232
Curated Wealth Partners
California
$269K -$19.9K -141 -7%
FP
3233
Fiduciary Planning
Florida
$269K -$2.4K -17 -0.9%
MGWM
3234
Marks Group Wealth Management
Minnesota
$269K -$19.3K -137 -7%
RS
3235
R Squared
Hong Kong
$268K +$264K +1,875 New
KWM
3236
Kiker Wealth Management
Georgia
$268K -$49.8K -353 -16%
NCFG
3237
New Century Financial Group
New Jersey
$268K -$1.99M -14,147 -88%
OIC
3238
Orion Investment Company
Missouri
$267K – – –
PFWA
3239
Paces Ferry Wealth Advisors
Georgia
$267K -$76.8K -545 -23%
WCFA
3240
Walkner Condon Financial Advisors
Wisconsin
$266K +$50.6K +359 +24%
BI
3241
Ballast Inc
Kentucky
$266K – – –
MF
3242
Meridian Financial
Massachusetts
$266K – – –
RIS
3243
Richmond Investment Services
Wisconsin
$266K +$262K +1,856 New
MIAS
3244
Mason Investment Advisory Services
Virginia
$265K +$3.1K +22 +1%
HP
3245
Hilltop Partners
Indiana
$265K -$867K -6,149 -77%
SWP
3246
Summit Wealth Partners
Florida
$265K -$39.5K -280 -13%
BCA
3247
Bay Capital Advisors
Virginia
$264K -$846 -6 -0.3%
KNW
3248
Kesler Norman & Wride
Utah
$264K +$705 +5 +0.3%
KF
3249
KKM Financial
Illinois
$264K – – –
NWM
3250
Northwest Wealth Management
Iowa
$264K +$13.1K +93 +5%
128 129
130
131 132