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Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
2601
Meriwether Wealth & Planning
Louisiana
$212K -$46.4K -439 -17%
FWM
2602
FMA Wealth Management
Massachusetts
$212K – – –
SWP
2603
Semus Wealth Partners
Florida
$212K -$4.23K -40 -2%
PFM
2604
Patton Fund Management
Texas
$212K – – –
IP
2605
Integras Partners
Georgia
$212K – – –
FFA
2606
Fortune Financial Advisors
Kansas
$212K +$232K +2,198 New
JFG
2607
Juno Financial Group
Virginia
$211K -$3.38K -32 -1%
FAM
2608
Flaharty Asset Management
Florida
$211K +$13.6K +129 +6%
LFP
2609
Lakeshore Financial Planning
Michigan
$211K +$106 +1 +0%
PWP
2610
Perfromance Wealth Partners
Illinois
$210K +$231K +2,181 New
CCAM
2611
Cascades Capital Asset Management
North Carolina
$210K +$634 +6 +0.3%
JJBC
2612
James J. Burns & Company
New York
$210K +$846 +8 +0.4%
CCM
2613
Conway Capital Management
California
$209K – – –
EAP
2614
Elevation Advisory Partners
Florida
$209K +$199K +1,885 New
SAM
2615
S.A. Mason
Michigan
$208K +$634 +6 +0.3%
AMPWP
2616
Alvarez & Marsal Private Wealth Partners
Florida
$208K +$159K +1,508 +231%
HIA
2617
Harbor Investment Advisory
Maryland
$208K -$37.7K -357 -14%
SIG
2618
Spinnaker Investment Group
California
$208K -$98.8K -935 -30%
NWM
2619
Northwest Wealth Management
Iowa
$208K -$12.2K -115 -5%
SPAS
2620
Spectrum Planning & Advisory Services
California
$208K +$1.16K +11 +0.5%
CPG
2621
Cornerstone Planning Group
New Jersey
$207K +$37.9K +359 +21%
FA
2622
Fermata Advisors
California
$207K +$106 +1 +0%
HIIFS
2623
Harel Insurance Investments & Financial Services
Israel
$207K +$105K +998 +86%
MFG
2624
Monte Financial Group
Connecticut
$206K +$5.71K +54 +3%
TWM
2625
Tortuga Wealth Management
California
$206K +$33K +312 +17%
103 104
105
106 107