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Name Holding Trade Value Shares
Change 		Change in
Stake
SB
926
Strategic Blueprint
Georgia
$269K -$34.2K -2,649 -11%
EGM
927
Engineers Gate Manager
New York
$268K -$302K -23,402 -53%
HP
928
Hilltop Partners
Indiana
$268K +$4.27K +331 +2%
GAA
929
Global Assets Advisory
Florida
$268K +$11.3K +874 +4%
FLPIM
930
F.L. Putnam Investment Management
Massachusetts
$268K +$50.7K +3,930 +24%
HA
931
Huntleigh Advisors
Missouri
$268K +$1.31K +102 +0.5%
FWP
932
Firethorn Wealth Partners
Georgia
$268K -$27.9K -2,167 -10%
LFP
933
Lakeshore Financial Planning
Michigan
$267K -$5.09K -395 -2%
CI
934
Conning Inc
Connecticut
$267K +$31.7K +2,461 +14%
HPM
935
Hudson Portfolio Management
New York
$267K – – –
BBW
936
Blue Barn Wealth
Utah
$267K -$3.6K -279 -1%
CF
937
Carlson Financial
Oregon
$267K +$262K +20,316 New
OFG
938
Oxford Financial Group
Indiana
$266K -$327K -25,401 -56%
CSC
939
Caldwell Sutter Capital
California
$265K -$8.66K -672 -3%
SWA
940
Strategies Wealth Advisors
Michigan
$265K +$2.59K +201 +1%
AWE
941
Avidian Wealth Enterprises
Texas
$265K -$6.14K -476 -2%
SWM
942
Spire Wealth Management
Virginia
$264K +$43.8K +3,398 +20%
VWA
943
Visionary Wealth Advisors
Illinois
$263K -$22.4K -1,741 -8%
GWANC
944
Guardian Wealth Advisors (North Carolina)
North Carolina
$262K +$6.97K +541 +3%
RIA
945
Retirement Investment Advisors
Oklahoma
$262K – – –
WC
946
Waterloo Capital
Texas
$261K +$1.44K +112 +0.6%
JMA
947
J.M. Arbour
Maine
$260K +$256K +19,841 New
PE
948
PCM Encore
Colorado
$259K +$255K +19,742 New
BFWA
949
Benchmark Financial Wealth Advisors
Florida
$259K +$10.5K +814 +4%
LAM
950
L2 Asset Management
Massachusetts
$258K +$17.5K +1,354 +7%
36 37
38
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