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Name Holding Trade Value Shares
Change 		Change in
Stake
FWI
2876
Facet Wealth Inc
Maryland
$215K -$89.9K -856 -31%
TCM
2877
Traynor Capital Management
Pennsylvania
$215K +$203K +1,933 New
MIP
2878
Marietta Investment Partners
Wisconsin
$215K -$215K -2,050 -52%
MWA
2879
Medallion Wealth Advisors
Connecticut
$214K +$209K +1,987 New
PFA
2880
Petra Financial Advisors
Colorado
$214K +$202K +1,923 New
PDM
2881
Penn Davis McFarland
Texas
$214K +$202K +1,921 New
KWAG
2882
Kiely Wealth Advisory Group
North Carolina
$214K – – –
WP
2883
WealthShield Partners
North Carolina
$212K +$200K +1,902 New
FWM
2884
FMB Wealth Management
California
$212K +$200K +1,906 New
SAM
2885
Summit Asset Management
Tennessee
$212K +$200K +1,905 New
IAG
2886
Investmark Advisory Group
Connecticut
$211K -$56.1K -534 -22%
CJL
2887
Cyrus J. Lawrence
New York
$211K -$42K -400 -17%
SPC
2888
Spirepoint Private Client
Florida
$210K +$198K +1,889 New
CIS
2889
Custom Index Systems
New York
$210K +$198K +1,885 New
HP
2890
Holistic Planning
Texas
$209K +$198K +1,881 New
FDDB
2891
Fidelity D&D Bancorp
Pennsylvania
$209K -$65.8K -626 -25%
JWM
2892
JGP Wealth Management
Oregon
$209K +$197K +1,878 New
NLP
2893
Next Level Private
New York
$209K +$197K +1,876 New
NEWAS
2894
N.E.W. Advisory Services
Wisconsin
$209K +$197K +1,875 New
PIMG
2895
Patriot Investment Management Group
Tennessee
$209K +$197K +1,874 New
GFM
2896
GEN Financial Management
Minnesota
$208K +$197K +1,871 New
TA
2897
TruWealth Advisors
Louisiana
$208K +$197K +1,871 New
LTI
2898
Laffer Tengler Investments
Tennessee
$208K -$85.7K -816 -30%
AP
2899
Adero Partners
California
$208K +$196K +1,866 New
CPA
2900
Capital Performance Advisors
California
$208K +$8.09K +77 +4%
114 115
116
117 118