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Name Holding Trade Value Shares
Change 		Change in
Stake
PW
3401
Potentia Wealth
California
$335K -$127K -391 -29%
MP
3402
Moment Partners
California
$333K -$29K -89 -9%
FPH
3403
Financial Planning Hawaii
Hawaii
$333K – – –
NEWAS
3404
N.E.W. Advisory Services
Wisconsin
$332K -$74.8K -230 -20%
B
3405
Bellecapital
Switzerland
$332K +$15.6K +48 +5%
MAMG
3406
Milestone Asset Management Group
Connecticut
$332K +$1.3K +4 +0.4%
LHP
3407
Lexington Hill Partners
Texas
$331K +$28K +86 +10%
LIA
3408
LifePlan Investment Advisors
North Carolina
$331K -$19.2K -59 -6%
AFM
3409
Armstrong Fleming & Moore
District of Columbia
$331K – – –
AAM
3410
Austin Asset Management
Texas
$330K -$7.48K -23 -2%
HNW
3411
High Note Wealth
Minnesota
$330K +$43.6K +134 +17%
IWP
3412
IAG Wealth Partners
Wisconsin
$328K – – –
MCM
3413
M1 Capital Management
Michigan
$327K -$14K -43 -4%
BWS
3414
Broadway Wealth Solutions
Texas
$327K +$29.9K +92 +11%
AGA
3415
Arkos Global Advisors
Texas
$327K -$91.1K -280 -23%
YDMI
3416
Y.D. More Investments
Israel
$327K -$243K -747 -45%
IWS
3417
Integrity Wealth Solutions
Colorado
$327K +$651 +2 +0.2%
BWMG
3418
Barnes Wealth Management Group
California
$327K +$6.83K +21 +2%
WW
3419
Waterfront Wealth
Kansas
$326K – – –
ALC
3420
Alexander Labrunerie & Co
Missouri
$325K -$6.51K -20 -2%
IF
3421
Integrity Financial
Wyoming
$325K +$651 +2 +0.2%
RIM
3422
RW Investment Management
Idaho
$325K +$976 +3 +0.3%
HFRG
3423
Houlihan Financial Resource Group
Virginia
$325K – – –
SC
3424
Stephenson & Company
California
$325K +$17.6K +54 +6%
IWM
3425
Inlight Wealth Management
Georgia
$324K +$22.8K +70 +8%
135 136
137
138 139