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Name Holding Trade Value Shares
Change 		Change in
Stake
JTWM
1101
Jackson Thornton Wealth Management
Alabama
$210K +$204K +15,105 New
AA
1102
Armis Advisers
Georgia
$210K +$52.7K +3,907 +35%
MWP
1103
Madison Wealth Partners
Wisconsin
$210K +$25.6K +1,895 +14%
VCM
1104
Voleon Capital Management
California
$209K -$1.43M -105,849 -88%
VCP
1105
Verus Capital Partners
Arizona
$209K +$17.8K +1,319 +10%
EPI
1106
Eddie Patel Inc
Illinois
$209K +$203K +15,021 New
FWM
1107
Focused Wealth Management
New York
$209K +$22.4K +1,657 +12%
CWS
1108
Confluence Wealth Services
Pennsylvania
$208K +$202K +14,985 New
FCP
1109
Fidelis Capital Partners
Florida
$208K -$2.23K -165 -1%
ITIM
1110
Indiana Trust & Investment Management
Indiana
$208K – – –
EFM
1111
E Fund Management
China
$207K +$12.8K +947 +7%
BAG
1112
Bridgewealth Advisory Group
California
$207K +$2.89K +214 +1%
GW
1113
Griffith & Werner
Georgia
$207K – – –
PIA
1114
Pinion Investment Advisors
Kansas
$206K -$12.6K -932 -6%
AF
1115
Advisornet Financial
Minnesota
$205K -$11.6K -858 -5%
CFA
1116
Cahill Financial Advisors
Minnesota
$205K +$850 +63 +0.4%
AHL
1117
Abel Hall LLC
Louisiana
$205K +$199K +14,736 New
ATPW
1118
Ashton Thomas Private Wealth
Arizona
$205K -$613K -45,460 -76%
NAS
1119
NWF Advisory Services
California
$204K -$48.4K -3,585 -20%
QFA
1120
Quantum Financial Advisors
California
$204K -$8.34K -618 -4%
TWA
1121
Tulsa Wealth Advisors
Oklahoma
$204K +$1.63K +121 +0.8%
BFIM
1122
Beese Fulmer Investment Management
Ohio
$202K +$42.6K +3,158 +28%
SWM
1123
Segment Wealth Management
Texas
$201K +$195K +14,488 New
ICP
1124
Interchange Capital Partners
Pennsylvania
$201K +$195K +14,465 New
AIP
1125
Almanack Investment Partners
Pennsylvania
$201K +$195K +14,433 New
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