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Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
901
Capital Insight Partners
Arizona
$251K – – –
BFA
902
Beacon Financial Advisory
Ohio
$251K +$1.58K +137 +0.7%
CSC
903
Caldwell Sutter Capital
California
$250K -$3.41K -296 -1%
CAM
904
Carret Asset Management
New York
$249K -$28.7K -2,495 -11%
FIM
905
Fruth Investment Management
Texas
$249K – – –
QWP
906
Quotient Wealth Partners
Texas
$249K +$23.3K +2,019 +11%
LFP
907
Lakeshore Financial Planning
Michigan
$248K +$48.3K +4,190 +25%
SRA
908
Secured Retirement Advisors
Minnesota
$248K +$65K +5,638 +37%
OPWM
909
Oxinas Partners Wealth Management
Indiana
$248K -$30.1K -2,612 -11%
RWP
910
Ridgecrest Wealth Partners
California
$248K -$55.1K -4,782 -19%
AWE
911
Avidian Wealth Enterprises
Texas
$247K +$14.2K +1,229 +6%
XF
912
XML Financial
Maryland
$247K +$121K +10,476 +103%
WAS
913
Wealth Advisory Solutions
Indiana
$247K -$6.88K -597 -3%
BBW
914
Blue Barn Wealth
Utah
$246K +$1.22K +106 +0.5%
GWM
915
Gibbs Wealth Management
Georgia
$245K -$29.9K -2,596 -11%
USCWA
916
U.S. Capital Wealth Advisors
Texas
$245K -$22.2K -1,929 -9%
HPM
917
Hudson Portfolio Management
New York
$243K -$4.61K -400 -2%
HA
918
Huntleigh Advisors
Missouri
$243K -$4.44K -385 -2%
GIA
919
Gladstone Institutional Advisory
Florida
$242K -$16.9K -1,471 -7%
MC
920
Miramar Capital
Illinois
$242K +$233K +20,219 New
KLCM
921
KG&L Capital Management
Louisiana
$242K -$26.1K -2,263 -10%
KJWM
922
Kiley Juergens Wealth Management
Washington
$241K -$81.3K -7,056 -26%
HP
923
Hilltop Partners
Indiana
$241K +$1.71K +148 +0.7%
LSA
924
Lion Street Advisors
Texas
$240K +$162K +14,060 New
SWA
925
Strategies Wealth Advisors
Michigan
$240K -$46.9K -4,073 -17%
35 36
37
38 39