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FFIV

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
651
Golden State Equity Partners
California
$6.36K +$6.1K +22 New
CWP
652
Clark Wealth Partners
Illinois
$6.08K – – –
KAS
653
Kemnay Advisory Services
New York
$6.08K +$5.82K +21 New
CMA
654
Cedar Mountain Advisors
Oregon
$5.5K +$5.27K +19 New
JWM
655
JPL Wealth Management
Colorado
$5.21K +$4.99K +18 New
GWM
656
Geneos Wealth Management
Colorado
$5.21K – – –
IWS
657
Intentional Wealth Strategies
Colorado
$5.21K +$4.99K +18 New
LI
658
LRI Investments
Florida
$5.21K +$4.99K +18 New
UFPG
659
United Financial Planning Group
New York
$4.92K +$4.71K +17 New
IAS
660
IMA Advisory Services
Colorado
$4.92K -$555 -2 -11%
CCM
661
Chilton Capital Management
Texas
$4.63K -$4.71K -17 -52%
GBT
662
Grove Bank & Trust
Florida
$4.63K – – –
EC
663
Elequin Capital
New York
$4.63K +$4.44K +16 New
DIP
664
DT Investment Partners
Pennsylvania
$4.05K – – –
RF
665
Rossby Financial
Florida
$3.84K +$1.94K +7 +117%
TFA
666
Transamerica Financial Advisors
Florida
$3.76K +$2.22K +8 +160%
DPW
667
DiNuzzo Private Wealth
Pennsylvania
$3.47K – – –
MCM
668
MV Capital Management
Maryland
$3.47K – – –
RWM
669
Raffa Wealth Management
District of Columbia
$3.47K +$277 +1 +9%
DWM
670
Dogwood Wealth Management
Kansas
$3.47K +$3.33K +12 New
WIM
671
Westside Investment Management
California
$3.18K – – –
WAG
672
Wilkerson Advisory Group
Missouri
$3.18K +$555 +2 +22%
JFA
673
JNBA Financial Advisors
Minnesota
$3.18K +$3.05K +11 New
HFM
674
Harvest Fund Management
China
$3K +$2.5K +9 New
SC
675
SouthState Corp
Florida
$2.89K – – –
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