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Name Holding Trade Value Shares
Change 		Change in
Stake
WG
3626
WMS Group
Louisiana
$265K – – –
CWA
3627
Clarus Wealth Advisors
Arizona
$265K – – –
HCM
3628
Hall Capital Management
Rhode Island
$264K -$1.49K -8 -0.5%
WTFG
3629
Wood Tarver Financial Group
Idaho
$264K -$26.6K -143 -8%
GCA
3630
Genesee Capital Advisors
New York
$264K -$640K -3,436 -68%
UPS
3631
UHLMANN PRICE SECURITIES
Illinois
$263K +$79.3K +426 +37%
KFA
3632
Krane Funds Advisors
New York
$263K -$88.4K -475 -23%
WFA
3633
Websterrogers Financial Advisors
South Carolina
$262K -$3.54K -19 -1%
GT
3634
GreatBanc Trust
Illinois
$262K – – –
4WM
3635
4J Wealth Management
Virginia
$261K +$2.79K +15 +1%
PWMG
3636
Prestige Wealth Management Group
New Jersey
$261K -$37.2K -200 -11%
LGW
3637
Leslie Global Wealth
Illinois
$261K -$2.79K -15 -0.9%
BHA
3638
Beech Hill Advisors
New York
$260K +$27.9K +150 +11%
HFP
3639
Holistic Financial Partners
Indiana
$260K -$140K -750 -32%
CCMI
3640
Creative Capital Management Investments
California
$260K +$46.9K +252 +19%
HEM
3641
Henson-Edgewater Management
Ohio
$260K +$26.1K +140 +12%
SWM
3642
Seaside Wealth Management
California
$259K +$291K +1,565 New
CP
3643
Clarendon Private
Massachusetts
$259K -$47.3K -254 -14%
PWM
3644
Paulson Wealth Management
Illinois
$259K -$55.8K -300 -16%
PCMNC
3645
Piedmont Capital Management (North Carolina)
North Carolina
$258K -$195K -1,049 -40%
FEG
3646
Financial Enhancement Group
Indiana
$258K +$5.21K +28 +2%
TWM
3647
TSA Wealth Management
Texas
$258K -$2.23K -12 -0.8%
PFO
3648
PMG Family Office
Texas
$257K +$67.9K +365 +31%
PRI
3649
Prepared Retirement Institute
Pennsylvania
$257K -$19K -102 -6%
BFS
3650
Boyer Financial Services
California
$257K +$17.3K +93 +7%
144 145
146
147 148