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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1776
Pegasus Partners
Wisconsin
$663K -$270K -2,766 -30%
SB
1777
Strategic Blueprint
Georgia
$663K +$29.2K +299 +5%
FMN
1778
Financial Management Network
California
$663K +$53K +543 +9%
AIS
1779
AM Investment Strategies
Tennessee
$662K +$98 +1 +0%
AWAP
1780
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$661K -$6.15K -63 -1%
CWP
1781
Curated Wealth Partners
California
$661K +$93.7K +960 +18%
FC
1782
Forte Capital
New York
$660K -$104K -1,060 -14%
OHIS
1783
Oak Harvest Investment Services
Texas
$660K -$72.2K -739 -10%
CIM
1784
Chapman Investment Management
California
$660K – – –
ERWM
1785
Elk River Wealth Management
Colorado
$659K – – –
NAS
1786
Nicolet Advisory Services
Wisconsin
$658K +$8.89K +91 +1%
CI
1787
Capital International
California
$657K – – –
CL
1788
CSS LLC
Illinois
$657K +$612K +6,272 New
BS
1789
Bessemer Securities
New York
$655K – – –
RFM
1790
Royal Fund Management
Florida
$651K +$32.5K +333 +6%
HCP
1791
Hexagon Capital Partners
Arkansas
$650K -$88.5K -906 -13%
BA
1792
Ballast Advisors
Minnesota
$650K -$2.34K -24 -0.4%
SCM
1793
Sterneck Capital Management
Missouri
$650K +$98 +1 +0%
RHP
1794
Royal Harbor Partners
Texas
$648K +$8.4K +86 +1%
WW
1795
Waterfront Wealth
Kansas
$646K – – –
WMA
1796
Wealth Management Associates
New Jersey
$645K +$66.5K +681 +12%
CNBT
1797
Cornerstone National Bank & Trust
Illinois
$644K +$115K +1,180 +24%
SWMG
1798
Strategic Wealth Management Group
Maryland
$643K -$28.8K -295 -5%
WP
1799
WealthShield Partners
North Carolina
$640K -$241K -2,466 -29%
SJIM
1800
St. Johns Investment Management
Florida
$640K -$9.77K -100 -2%
70 71
72
73 74