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Name Holding Trade Value Shares
Change 		Change in
Stake
SB
1776
Strategic Blueprint
Georgia
$663K +$29.2K +299 +5%
FMN
1777
Financial Management Network
California
$663K +$53K +543 +9%
AIS
1778
AM Investment Strategies
Tennessee
$662K +$98 +1 +0%
AWAP
1779
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$661K -$6.15K -63 -1%
CWP
1780
Curated Wealth Partners
California
$661K +$93.7K +960 +18%
FC
1781
Forte Capital
New York
$660K -$104K -1,060 -14%
OHIS
1782
Oak Harvest Investment Services
Texas
$660K -$72.2K -739 -10%
CIM
1783
Chapman Investment Management
California
$660K – – –
ERWM
1784
Elk River Wealth Management
Colorado
$659K – – –
NAS
1785
Nicolet Advisory Services
Wisconsin
$658K +$8.89K +91 +1%
CI
1786
Capital International
California
$657K – – –
CL
1787
CSS LLC
Illinois
$657K +$612K +6,272 New
BS
1788
Bessemer Securities
New York
$655K – – –
RFM
1789
Royal Fund Management
Florida
$651K +$32.5K +333 +6%
HCP
1790
Hexagon Capital Partners
Arkansas
$650K -$88.5K -906 -13%
BA
1791
Ballast Advisors
Minnesota
$650K -$2.34K -24 -0.4%
SCM
1792
Sterneck Capital Management
Missouri
$650K +$98 +1 +0%
RHP
1793
Royal Harbor Partners
Texas
$648K +$8.4K +86 +1%
WW
1794
Waterfront Wealth
Kansas
$646K – – –
WMA
1795
Wealth Management Associates
New Jersey
$645K +$66.5K +681 +12%
CNBT
1796
Cornerstone National Bank & Trust
Illinois
$644K +$115K +1,180 +24%
SWMG
1797
Strategic Wealth Management Group
Maryland
$643K -$28.8K -295 -5%
WP
1798
WealthShield Partners
North Carolina
$640K -$241K -2,466 -29%
SJIM
1799
St. Johns Investment Management
Florida
$640K -$9.77K -100 -2%
EIA
1800
Edgemoor Investment Advisors
Maryland
$640K +$21.8K +223 +4%
70 71
72
73 74