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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
2776
Compass Ion Advisors
Pennsylvania
$234K -$61.1K -588 -24%
NLP
2777
Next Level Private
New York
$234K +$196K +1,887 New
HC
2778
Hamilton Capital
Ohio
$233K +$196K +1,883 New
MSFP
2779
Mark Sheptoff Financial Planning
Connecticut
$233K – – –
SSWM
2780
Smith Salley Wealth Management
North Carolina
$233K +$195K +1,879 New
CA
2781
Clune & Associates
Illinois
$233K +$195K +1,879 New
PIMG
2782
Patriot Investment Management Group
Tennessee
$232K +$195K +1,874 New
WP
2783
WealthPLAN Partners
Nebraska
$232K +$194K +1,871 New
PA
2784
Planning Alternatives
Michigan
$232K +$194K +1,870 New
SFC
2785
Strategic Financial Concepts
Texas
$232K +$194K +1,870 New
GAMC
2786
Garner Asset Management Corp
Texas
$232K -$45.5K -438 -19%
MWP
2787
Madison Wealth Partners
Wisconsin
$231K +$194K +1,867 New
CFS
2788
Commonwealth Financial Services
West Virginia
$231K +$194K +1,866 New
FVWA
2789
Foster Victor Wealth Advisors
South Carolina
$230K +$199K +1,911 New
MIM
2790
Macroview Investment Management
Maryland
$230K +$193K +1,853 New
MEAC
2791
M.E. Allison & Co
Texas
$229K -$55.2K -531 -22%
TWP
2792
Triad Wealth Partners
Kansas
$229K +$192K +1,848 New
OP
2793
ORG Partners
Indiana
$229K +$17.6K +169 +10%
MFA
2794
Morling Financial Advisors
California
$229K -$36.4K -350 -16%
RBFC
2795
Roman Butler Fullerton & Co
Missouri
$228K +$195K +1,879 New
SIC
2796
SJS Investment Consulting
Ohio
$228K -$57.9K -557 -23%
FFA
2797
Fairfield Financial Advisors
Massachusetts
$228K +$191K +1,836 New
CWA
2798
Consilio Wealth Advisors
Washington
$228K +$193K +1,861 New
HIW
2799
Holos Integrated Wealth
Pennsylvania
$228K -$8.52K -82 -4%
POIA
2800
Pin Oak Investment Advisors
Texas
$227K +$10.4K +100 +5%
110 111
112
113 114