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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2751
Purus Wealth Management
California
$242K +$203K +1,954 New
TWM
2752
Triton Wealth Management
Arizona
$242K +$206K +1,982 New
SL
2753
SWMG LLC
Texas
$241K +$208K +2,004 New
BW
2754
BIP Wealth
Georgia
$241K -$166K -1,601 -45%
BOPW
2755
Brandywine Oak Private Wealth
Pennsylvania
$241K -$11.4K -110 -5%
IAG
2756
Investmark Advisory Group
Connecticut
$241K +$201K +1,939 New
RP
2757
Rice Partnership
Hawaii
$239K -$21.8K -210 -10%
IF
2758
IRON Financial
Illinois
$239K +$200K +1,927 New
EB
2759
Emprise Bank
Kansas
$239K -$34.6K -333 -15%
IFPL
2760
Investments & Financial Planning LLC
Kentucky
$239K +$200K +1,926 New
PWP
2761
Prasad Wealth Partners
Ohio
$239K +$200K +1,926 New
UIM
2762
Unified Investment Management
Georgia
$238K +$200K +1,923 New
PCH
2763
PGIM Custom Harvest
New Jersey
$238K +$200K +1,922 New
HWMG
2764
Hurlow Wealth Management Group
Indiana
$238K +$200K +1,921 New
CB
2765
CNB Bank
Pennsylvania
$238K -$208 -2 -0.1%
ACA
2766
Affinity Capital Advisors
California
$237K -$46.1K -444 -19%
SAM
2767
Summit Asset Management
Tennessee
$237K +$198K +1,908 New
SEP
2768
Southland Equity Partners
Missouri
$236K +$198K +1,904 New
BWA
2769
Bordeaux Wealth Advisors
California
$236K +$198K +1,902 New
MWM
2770
Maltin Wealth Management
New Jersey
$236K -$38K -366 -16%
FA
2771
FF Advisors
California
$236K +$197K +1,900 New
TW
2772
Traveka Wealth
California
$235K -$65K -626 -25%
LSWP
2773
Liberty Square Wealth Partners
Pennsylvania
$235K +$197K +1,892 New
ALA
2774
Atlas Legacy Advisors
California
$235K +$196K +1,891 New
CIA
2775
Compass Ion Advisors
Pennsylvania
$234K -$61.1K -588 -24%
109 110
111
112 113