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Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
2751
Inlet Private Wealth
Florida
$243K +$203K +1,956 New
PWM
2752
Purus Wealth Management
California
$242K +$203K +1,954 New
TWM
2753
Triton Wealth Management
Arizona
$242K +$206K +1,982 New
SL
2754
SWMG LLC
Texas
$241K +$208K +2,004 New
BW
2755
BIP Wealth
Georgia
$241K -$166K -1,601 -45%
BOPW
2756
Brandywine Oak Private Wealth
Pennsylvania
$241K -$11.4K -110 -5%
IAG
2757
Investmark Advisory Group
Connecticut
$241K +$201K +1,939 New
RP
2758
Rice Partnership
Hawaii
$239K -$21.8K -210 -10%
IF
2759
IRON Financial
Illinois
$239K +$200K +1,927 New
EB
2760
Emprise Bank
Kansas
$239K -$34.6K -333 -15%
IFPL
2761
Investments & Financial Planning LLC
Kentucky
$239K +$200K +1,926 New
PWP
2762
Prasad Wealth Partners
Ohio
$239K +$200K +1,926 New
UIM
2763
Unified Investment Management
Georgia
$238K +$200K +1,923 New
PCH
2764
PGIM Custom Harvest
New Jersey
$238K +$200K +1,922 New
HWMG
2765
Hurlow Wealth Management Group
Indiana
$238K +$200K +1,921 New
CB
2766
CNB Bank
Pennsylvania
$238K -$208 -2 -0.1%
ACA
2767
Affinity Capital Advisors
California
$237K -$46.1K -444 -19%
SAM
2768
Summit Asset Management
Tennessee
$237K +$198K +1,908 New
SEP
2769
Southland Equity Partners
Missouri
$236K +$198K +1,904 New
BWA
2770
Bordeaux Wealth Advisors
California
$236K +$198K +1,902 New
MWM
2771
Maltin Wealth Management
New Jersey
$236K -$38K -366 -16%
FA
2772
FF Advisors
California
$236K +$197K +1,900 New
TW
2773
Traveka Wealth
California
$235K -$65K -626 -25%
LSWP
2774
Liberty Square Wealth Partners
Pennsylvania
$235K +$197K +1,892 New
ALA
2775
Atlas Legacy Advisors
California
$235K +$196K +1,891 New
109 110
111
112 113