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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
3651
KDT Advisors
New York
$242K -$131K -335 -34%
PPWM
3652
Perissos Private Wealth Management
Oklahoma
$242K -$6.24K -16 -2%
TA
3653
TrueWealth Advisors
Alabama
$242K -$15.2K -39 -6%
WFA
3654
Woodward Financial Advisors
North Carolina
$242K – – –
OHWA
3655
Oak Hill Wealth Advisors
Virginia
$240K -$39K -100 -13%
BWP
3656
Barlow Wealth Partners
Kentucky
$240K – – –
B
3657
Birchbrook
Maine
$240K -$5.85K -15 -2%
MPW
3658
MA Private Wealth
California
$240K – – –
MA
3659
Mezzasalma Advisors
New Jersey
$240K – – –
TPWA
3660
Twin Peaks Wealth Advisors
California
$240K -$2.34K -6 -0.9%
BCG
3661
Bravias Capital Group
New Jersey
$240K +$12.1K +31 +5%
BDL
3662
Bey-Douglas LLC
Georgia
$240K -$65.1K -167 -20%
LK
3663
Lumbard & Kellner
New Hampshire
$240K – – –
AWM
3664
Abound Wealth Management
Tennessee
$239K +$13.3K +34 +6%
ATI
3665
ARK & TLK Investments
Oklahoma
$239K – – –
RWA
3666
Rooted Wealth Advisors
Illinois
$239K +$35.1K +90 +15%
IWA
3667
Integrity Wealth Advisors
California
$238K -$390 -1 -0.2%
CWM
3668
C2C Wealth Management
Arizona
$238K -$79.9K -205 -24%
CCA
3669
Conestoga Capital Advisors
Pennsylvania
$238K +$33.1K +85 +15%
TFA
3670
Teamwork Financial Advisors
Texas
$238K -$10.9K -28 -4%
IPW
3671
Intergy Private Wealth
Colorado
$238K -$4.68K -12 -2%
NJBEST
3672
New Jersey Better Educational Savings Trust
New Jersey
$237K – – –
AFG
3673
Altiora Financial Group
Ohio
$237K -$113K -290 -31%
SWM
3674
SilverOak Wealth Management
Minnesota
$236K – – –
EI
3675
eCIO Inc
Wisconsin
$236K +$251K +644 New
145 146
147
148 149