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Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
2501
Triad Financial Advisors
North Carolina
$275K +$273K +5,338 New
SCM
2502
Southport Capital Management
Tennessee
$274K -$231K -4,524 -46%
PWP
2503
Perfromance Wealth Partners
Illinois
$274K +$272K +5,327 New
TA
2504
Tiedemann Advisors
New York
$272K -$85.7K -1,677 -24%
MIFH
2505
Migdal Insurance & Financial Holdings
Israel
$272K -$22.6K -443 -8%
FC
2506
Financial Consulate
Maryland
$272K +$3.07K +60 +1%
LDFR
2507
Lehman & Derafelo Financial Resources
Pennsylvania
$271K – – –
NC
2508
NovaPoint Capital
Georgia
$271K +$3.83K +75 +1%
JF
2509
JSF Financial
California
$270K -$86.5K -1,692 -24%
FOA
2510
Five Oceans Advisors
California
$268K +$22.8K +446 +9%
WPA
2511
West Paces Advisors
Georgia
$268K +$78K +1,526 +42%
WMP
2512
Wealth Management Partners
Arizona
$267K -$168K -3,282 -40%
DLCIG
2513
D.L. Carlson Investment Group
New Hampshire
$267K +$7.41K +145 +3%
FFG
2514
Ford Financial Group
California
$267K +$9.56K +187 +4%
IF
2515
Integrity Financial
Wyoming
$267K +$265K +5,182 New
DWM
2516
Defined Wealth Management
Oregon
$265K -$86.9K -1,700 -25%
PWC
2517
PYA Waltman Capital
Tennessee
$265K – – –
MS
2518
Maven Securities
Jersey
$264K +$262K +5,117 New
BA
2519
Bridgewater Associates
Connecticut
$264K +$262K +5,125 New
MFG
2520
Magnus Financial Group
New York
$263K +$10.3K +201 +4%
CSWM
2521
Cassady Schiller Wealth Management
Ohio
$263K +$261K +5,114 New
BCA
2522
Biltmore Capital Advisors
New Jersey
$262K -$55.5K -1,085 -18%
IWN
2523
Independent Wealth Network
Iowa
$261K +$5.88K +115 +2%
JAFL
2524
Jay A. Fishman Ltd
Michigan
$260K -$10.2K -200 -4%
P
2525
&Partners
Tennessee
$260K -$13.4K -263 -5%
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101
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