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Name Holding Trade Value Shares
Change 		Change in
Stake
PC
3026
Parrish Capital
Georgia
$493K -$6.56K -18 -1%
AEPWM
3027
Atlantic Edge Private Wealth Management
Florida
$493K -$5.47K -15 -1%
PFA
3028
Plotkin Financial Advisors
Maryland
$492K +$1.82K +5 +0.3%
JFA
3029
JNBA Financial Advisors
Minnesota
$492K -$8.75K -24 -2%
LIP
3030
Lynch Investment Planning
Pennsylvania
$492K -$48.5K -133 -8%
LA
3031
Latitude Advisors
Florida
$491K -$132K -361 -19%
BAWM
3032
Bennett Associates Wealth Management
Pennsylvania
$491K +$327K +897 +151%
RFA
3033
Reyes Financial Architecture
California
$491K -$1.82K -5 -0.3%
LPFG
3034
Landing Point Financial Group
Ohio
$491K -$729 -2 -0.1%
MSWA
3035
Marshall & Sterling Wealth Advisors
New York
$490K -$24.4K -67 -4%
FDW
3036
Fourth Dimension Wealth
Ohio
$489K -$7.29K -20 -1%
BF
3037
Brucke Financial
Indiana
$489K -$281K -772 -34%
SFG
3038
Sunburst Financial Group
Alabama
$489K +$9.84K +27 +2%
BA
3039
Brightwater Advisory
Florida
$488K +$364 +1 +0.1%
GIM
3040
Guardian Investment Management
California
$487K – – –
PCS
3041
Private Client Services
Kentucky
$487K +$147K +404 +38%
WPC
3042
White Pine Capital
Minnesota
$487K +$16.4K +45 +3%
NWM
3043
Nolet Wealth Management
Texas
$486K +$180K +495 +50%
PWM
3044
Platt Wealth Management
California
$486K -$36.4K -100 -6%
WP
3045
WealthSpring Partners
California
$486K +$17.9K +49 +3%
SFS
3046
Strategic Financial Services
New York
$485K – – –
KPWG
3047
KFA Private Wealth Group
Virginia
$485K -$18.9K -52 -3%
ITIM
3048
Indiana Trust & Investment Management
Indiana
$484K – – –
ERWM
3049
Elk River Wealth Management
Colorado
$484K – – –
FEG
3050
Financial Enhancement Group
Indiana
$484K -$36.8K -101 -7%
120 121
122
123 124