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Name Holding Trade Value Shares
Change 		Change in
Stake
BWS
2476
Broadway Wealth Solutions
Texas
$288K -$7.31K -68 -2%
AF
2477
Affiance Financial
Minnesota
$288K -$46.4K -432 -13%
SIG
2478
Spinnaker Investment Group
California
$288K +$26.7K +248 +9%
SFM
2479
Signet Financial Management
New Jersey
$288K -$5.59K -52 -2%
JCM
2480
Janney Capital Management
Pennsylvania
$287K -$53.2K -495 -15%
PAM
2481
Peninsula Asset Management
Florida
$287K +$30.2K +281 +11%
ICP
2482
Impact Capital Partners
Colorado
$286K +$16.8K +156 +6%
OAM
2483
Occidental Asset Management
California
$286K -$1.79M -16,682 -85%
FFG
2484
Fortress Financial Group
Minnesota
$286K +$1.83K +17 +0.6%
MIM
2485
MTM Investment Management
South Carolina
$286K -$537 -5 -0.2%
GWA
2486
GGM Wealth Advisors
Maryland
$286K +$322 +3 +0.1%
WE
2487
Wealth Effects
Massachusetts
$285K -$120K -1,114 -28%
WIA
2488
Wealthedge Investment Advisors
New York
$285K -$1.01M -9,379 -76%
6F
2489
626 Financial
Michigan
$285K -$66.8K -622 -18%
HI
2490
Humankind Investments
New York
$284K +$16.2K +151 +6%
AIFS
2491
A&I Financial Services
Colorado
$284K – – –
DI
2492
DDFG Inc
California
$284K +$430 +4 +0.1%
CWC
2493
Carolinas Wealth Consulting
North Carolina
$284K +$21.7K +202 +2%
WCFA
2494
Walkner Condon Financial Advisors
Wisconsin
$284K +$19.6K +182 +7%
MFC
2495
Morris Financial Concepts
South Carolina
$283K -$967 -9 -0.3%
GAM
2496
Gould Asset Management
California
$283K +$47.7K +444 +18%
BWM
2497
BlackDiamond Wealth Management
New York
$282K -$32.7K -304 -10%
RPWA
2498
Regent Peak Wealth Advisors
Georgia
$281K -$7.31K -68 -2%
LA
2499
Latitude Advisors
Florida
$280K -$7.63K -71 -2%
FWM
2500
Foguth Wealth Management
Michigan
$280K +$12.8K +119 +4%
98 99
100
101 102