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Name Holding Trade Value Shares
Change 		Change in
Stake
LB
1776
Legacy Bridge
Iowa
$1.65M +$27.4K +90 +2%
CRCM
1777
Crystal Rock Capital Management
Illinois
$1.64M -$4.07M -13,371 -72%
BFA
1778
Benedict Financial Advisors
Georgia
$1.64M -$94.4K -310 -6%
JWA
1779
JFS Wealth Advisors
Pennsylvania
$1.64M -$28.3K -93 -2%
KCM
1780
Kathmere Capital Management
Pennsylvania
$1.64M +$554K +1,819 +54%
IP
1781
Investment Partners
Ohio
$1.64M -$1.02M -3,346 -39%
HA
1782
Hamel Associates
New Jersey
$1.64M -$38.7K -127 -2%
BFO
1783
Biltmore Family Office
North Carolina
$1.64M -$1.83K -6 -0.1%
SMH
1784
Sanders Morris Harris
Texas
$1.63M – – –
SFCL
1785
Strengthening Families & Communities LLC
Massachusetts
$1.63M +$42.3K +139 +3%
JE
1786
JMAC Enterprises
Pennsylvania
$1.63M -$61.8K -203 -4%
SWA
1787
Strata Wealth Advisors
Texas
$1.63M +$1.57M +5,148 New
TIA
1788
Traphagen Investment Advisors
New Jersey
$1.62M +$122K +402 +8%
VCP
1789
Verus Capital Partners
Arizona
$1.62M +$29.5K +97 +2%
WFC
1790
Western Financial Corp
California
$1.62M +$12.8K +42 +0.8%
VWM
1791
Vigilare Wealth Management
Arizona
$1.61M -$36.3K -119 -2%
PPC
1792
Park Place Capital
Alabama
$1.61M +$1.55M +5,091 New
JSW
1793
Journey Strategic Wealth
New Jersey
$1.61M +$273K +897 +21%
WA
1794
Wealth Alliance
New York
$1.61M +$111K +363 +8%
FPAS
1795
Focus Partners Advisor Solutions
Missouri
$1.61M -$777K -2,550 -33%
FFS
1796
Founders Financial Securities
Maryland
$1.61M +$134K +439 +9%
BWP
1797
Baldwin Wealth Partners
Massachusetts
$1.6M +$170K +559 +12%
BIA
1798
Beacon Investment Advisors
Maryland
$1.6M +$1.54M +5,067 New
HWA
1799
HHM Wealth Advisors
Tennessee
$1.6M -$25.6K -84 -2%
AWP
1800
Accretive Wealth Partners
New Jersey
$1.59M +$35.9K +118 +2%
70 71
72
73 74