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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2876
Defined Wealth Management
Oregon
$219K +$187K +1,787 New
JWM
2877
JPL Wealth Management
Colorado
$217K -$1.12M -10,714 -86%
FA
2878
Faithward Advisors
Pennsylvania
$217K +$186K +1,776 New
SSWM
2879
Smith Salley Wealth Management
North Carolina
$217K +$185K +1,774 New
KWM
2880
KFG Wealth Management
Indiana
$217K +$185K +1,771 New
GCA
2881
Genesee Capital Advisors
New York
$217K +$185K +1,770 New
SFG
2882
Sunburst Financial Group
Alabama
$216K +$186K +1,781 New
BFG
2883
Bouchey Financial Group
New York
$215K +$184K +1,760 New
CP
2884
Covenant Partners
Tennessee
$215K +$184K +1,757 New
RW
2885
REDW Wealth
New Mexico
$215K +$184K +1,757 New
IWN
2886
Independent Wealth Network
Iowa
$215K +$183K +1,756 New
UWPG
2887
Ullmann Wealth Partners Group
Florida
$215K +$183K +1,756 New
FIBT
2888
First International Bank & Trust
North Dakota
$215K +$183K +1,754 New
GC
2889
Gilbert & Cook
Iowa
$214K +$183K +1,750 New
NL
2890
NKCFO LLC
Illinois
$214K – – –
BBL
2891
Beck Bode LLC
Massachusetts
$214K +$183K +1,748 New
HNB
2892
Hilltop National Bank
Wyoming
$213K +$182K +1,743 New
EFA
2893
Edge Financial Advisors
Illinois
$213K +$182K +1,741 New
HWM
2894
HFR Wealth Management
New York
$213K +$182K +1,740 New
FSC
2895
Full Sail Capital
Oklahoma
$213K +$182K +1,739 New
HBWM
2896
Hollow Brook Wealth Management
New York
$213K +$182K +1,738 New
TCWM
2897
Total Clarity Wealth Management
Illinois
$213K +$182K +1,738 New
SFG
2898
Sather Financial Group
Texas
$212K +$181K +1,731 New
PW
2899
Peninsula Wealth
California
$212K +$181K +1,731 New
BBPWM
2900
Blue Bell Private Wealth Management
Pennsylvania
$211K -$12.6K -121 -7%
114 115
116
117 118