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Name Holding Trade Value Shares
Change 		Change in
Stake
B
1226
BetterWealth
California
$123K -$3.62K -316 -3%
MIS
1227
Morningstar Investment Services
Illinois
$122K -$57.3K -5,010 -31%
TSMHT
1228
Thurston Springer Miller Herd & Titak
Indiana
$122K +$100K +8,760 +315%
BFWA
1229
Benchmark Financial Wealth Advisors
Florida
$122K +$132K +11,522 New
PM
1230
Penbrook Management
New York
$121K – – –
SP
1231
Successful Portfolios
Florida
$121K -$2.4K -210 -2%
TA
1232
TruWealth Advisors
Louisiana
$121K -$32.5K -2,840 -20%
AO
1233
Advisor OS
Illinois
$121K +$131K +11,436 New
BC
1234
Bridgefront Capital
Texas
$121K -$150K -13,107 -53%
WA
1235
WBH Advisory
Maryland
$120K -$5.26K -460 -4%
SWM
1236
Sugarloaf Wealth Management
Georgia
$120K -$22.6K -1,971 -15%
FFA
1237
First Foundation Advisors
California
$120K -$1.67K -146 -1%
SCM
1238
Silvant Capital Management
Georgia
$120K – – –
C
1239
CEDRUS
Colorado
$120K -$78.4K -6,853 -38%
AA
1240
Addison Advisors
Vermont
$119K -$22.7K -1,983 -15%
CPSAC
1241
Chas P. Smith & Associates (CPS)
Florida
$119K -$48.6K -4,251 -27%
DWM
1242
Drive Wealth Management
Utah
$119K -$1.24K -108 -1%
AMBIA
1243
Allen Mooney & Barnes Investment Advisors
Georgia
$119K -$41.6K -3,638 -24%
WA
1244
Wealth Alliance
New York
$118K -$68.1K -5,952 -35%
AIM
1245
Anchor Investment Management
South Carolina
$118K -$664 -58 -0.5%
BCM
1246
Bluefin Capital Management
New York
$118K -$137K -12,000 -52%
MIM
1247
MTM Investment Management
South Carolina
$118K +$2.52K +220 +2%
SIA
1248
Schechter Investment Advisors
Michigan
$118K -$103K -8,980 -45%
GFPC
1249
Global Financial Private Client
Florida
$117K – – –
NCFG
1250
New Century Financial Group
New Jersey
$117K +$126K +11,051 New
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