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Name Holding Trade Value Shares
Change 		Change in
Stake
AW
3726
Avion Wealth
Texas
$222K – – –
TPWM
3727
Twelve Points Wealth Management
Massachusetts
$222K +$14K +36 +6%
DCM
3728
Davis Capital Management
Florida
$221K -$1.56K -4 -0.7%
EF
3729
Exeter Financial
Arizona
$221K – – –
SWM
3730
Sendero Wealth Management
Texas
$221K +$235K +602 New
KPWG
3731
KFA Private Wealth Group
Virginia
$220K -$4.29K -11 -2%
NIP
3732
Nicholas Investment Partners
California
$220K +$234K +600 New
PIA
3733
Panoramic Investment Advisors
Colorado
$220K +$779 +2 +0.3%
LFA
3734
Level Financial Advisors
New York
$219K -$19.1K -49 -8%
ACA
3735
Ackerman Capital Advisors
Texas
$219K – – –
OWM
3736
Opes Wealth Management
California
$219K +$9.74K +25 +4%
KW
3737
Keyvantage Wealth
Pennsylvania
$219K -$14.8K -38 -6%
EWM
3738
Elevatus Welath Management
New York
$219K -$42.1K -108 -15%
HIS
3739
Horizon Investment Services
Indiana
$219K -$15.2K -39 -6%
MAMG
3740
Milestone Asset Management Group
Connecticut
$218K -$30K -77 -11%
CF
3741
Convergence Financial
Missouri
$218K +$14.8K +38 +7%
APW
3742
Aurora Private Wealth
New Jersey
$218K -$39K -100 -14%
JF
3743
Joule Financial
Kentucky
$218K – – –
WAM
3744
Worth Asset Management
Texas
$217K -$114K -293 -33%
PWMG
3745
Pioneer Wealth Management Group
Texas
$217K +$231K +592 New
GIA
3746
Goodwin Investment Advisory
Georgia
$217K -$145K -373 -39%
AF
3747
Affiance Financial
Minnesota
$216K +$15.6K +40 +7%
PWM
3748
Prosperity Wealth Management
California
$216K – – –
CPP
3749
Capasso Planning Partners
South Carolina
$216K -$44.8K -115 -16%
HC
3750
Hendley & Co
Ohio
$216K – – –
148 149
150
151 152