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Name Holding Trade Value Shares
Change 		Change in
Stake
PW
3426
Potentia Wealth
California
$335K -$127K -391 -29%
MP
3427
Moment Partners
California
$333K -$29K -89 -9%
FPH
3428
Financial Planning Hawaii
Hawaii
$333K – – –
NEWAS
3429
N.E.W. Advisory Services
Wisconsin
$332K -$74.8K -230 -20%
B
3430
Bellecapital
Switzerland
$332K +$15.6K +48 +5%
MAMG
3431
Milestone Asset Management Group
Connecticut
$332K +$1.3K +4 +0.4%
LHP
3432
Lexington Hill Partners
Texas
$331K +$28K +86 +10%
LIA
3433
LifePlan Investment Advisors
North Carolina
$331K -$19.2K -59 -6%
AFM
3434
Armstrong Fleming & Moore
District of Columbia
$331K – – –
AAM
3435
Austin Asset Management
Texas
$330K -$7.48K -23 -2%
HNW
3436
High Note Wealth
Minnesota
$330K +$43.6K +134 +17%
IWP
3437
IAG Wealth Partners
Wisconsin
$328K – – –
MCM
3438
M1 Capital Management
Michigan
$327K -$14K -43 -4%
BWS
3439
Broadway Wealth Solutions
Texas
$327K +$29.9K +92 +11%
VC
3440
Vestor Capital
Illinois
$327K -$2.86M -8,797 -58%
AGA
3441
Arkos Global Advisors
Texas
$327K -$91.1K -280 -23%
YDMI
3442
Y.D. More Investments
Israel
$327K -$243K -747 -45%
IWS
3443
Integrity Wealth Solutions
Colorado
$327K +$651 +2 +0.2%
BWMG
3444
Barnes Wealth Management Group
California
$327K +$6.83K +21 +2%
WW
3445
Waterfront Wealth
Kansas
$326K – – –
ALC
3446
Alexander Labrunerie & Co
Missouri
$325K -$6.51K -20 -2%
IF
3447
Integrity Financial
Wyoming
$325K +$651 +2 +0.2%
RIM
3448
RW Investment Management
Idaho
$325K +$976 +3 +0.3%
HFRG
3449
Houlihan Financial Resource Group
Virginia
$325K – – –
SC
3450
Stephenson & Company
California
$325K +$17.6K +54 +6%
136 137
138
139 140