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Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
3401
Augustine Asset Management
Florida
$333K -$122K -334 -25%
WFAG
3402
Wescott Financial Advisory Group
Pennsylvania
$333K +$369K +1,012 New
WLIM
3403
White Lighthouse Investment Management
Massachusetts
$333K -$1.09K -3 -0.3%
EWM
3404
Elevation Wealth Management
Minnesota
$333K -$109K -299 -23%
DAS
3405
Daybright Advisory Services
Florida
$333K +$729 +2 +0.2%
CC
3406
Commons Capital
Massachusetts
$332K +$1.09K +3 +0.3%
FHWM
3407
Fox Hill Wealth Management
Massachusetts
$332K -$14.6K -40 -4%
IRP
3408
Investment Research Partners
Pennsylvania
$332K -$71.1K -195 -16%
HFS
3409
Hughes Financial Services
Virginia
$332K +$12.8K +35 +4%
HPA
3410
High Probability Advisors
New York
$332K +$37.9K +104 +11%
PIP
3411
Philadelphia Investment Partners
New Jersey
$331K +$366K +1,005 New
PWA
3412
Provenance Wealth Advisors
Florida
$330K +$222K +610 +155%
BI
3413
Bramshill Investments
Florida
$329K -$1.09M -3,000 -75%
WPI
3414
Walter Public Investments
Canada
$329K – – –
SCM
3415
SOL Capital Management
Maryland
$329K -$3.99M -10,938 -92%
LIA
3416
LifePlan Investment Advisors
North Carolina
$328K -$37.5K -103 -9%
HA
3417
HC Advisors
Georgia
$328K +$20.8K +57 +6%
FFG
3418
Fortem Financial Group
California
$327K -$72.2K -198 -17%
MNA
3419
Manning & Napier Advisors
New York
$327K +$136K +374 +60%
CWA
3420
Consilio Wealth Advisors
Washington
$326K -$15.7K -43 -4%
FPGK
3421
Financial Partners Group (Kansas)
Kansas
$326K +$9.84K +27 +3%
SWM
3422
Stronghold Wealth Management
Florida
$325K +$56.1K +154 +18%
AWA
3423
Aletheian Wealth Advisors
Washington
$325K +$360K +989 New
SHFP
3424
Second Half Financial Partners
Florida
$325K -$8.38K -23 -2%
FPB
3425
First PREMIER Bank
South Dakota
$325K – – –
135 136
137
138 139