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Name Holding Trade Value Shares
Change 		Change in
Stake
WF
2876
Warner Financial
Maryland
$259K – – –
HIIFS
2877
Harel Insurance Investments & Financial Services
Israel
$259K +$26.7K +400 +12%
SPWG
2878
Syntegra Private Wealth Group
Missouri
$259K +$19.7K +295 +9%
DI
2879
Disciplined Investments
Oklahoma
$258K +$2.74K +41 +1%
IA
2880
IFG Advisors
Missouri
$258K – – –
5SA
2881
5th Street Advisors
Connecticut
$258K +$240K +3,600 New
CWA
2882
Centerline Wealth Advisors
Kentucky
$258K +$240K +3,599 New
BMM
2883
Buffington Mohr McNeal
Idaho
$258K -$868K -13,003 -78%
TAM
2884
Tucker Asset Management
Colorado
$257K -$14.6K -219 -6%
NWA
2885
Navis Wealth Advisors
New York
$257K +$9.75K +146 +4%
BDL
2886
Banque de Luxembourg
Luxembourg
$257K -$34.5K -516 -13%
POIA
2887
Pin Oak Investment Advisors
Texas
$257K +$40.4K +605 +16%
WCM
2888
WealthBridge Capital Management
Ohio
$257K +$15.9K +238 +7%
TWM
2889
TriaGen Wealth Management
California
$256K -$19.8K -296 -8%
LRWA
2890
Long Run Wealth Advisors
New York
$256K +$9.42K +141 +4%
IWP
2891
IAG Wealth Partners
Wisconsin
$256K +$158K +2,360 +195%
RFN
2892
Redwood Financial Network
Ohio
$256K -$13.8K -207 -5%
B
2893
Bensler
Washington
$256K -$46K -689 -16%
TFA
2894
Tobias Financial Advisors
Florida
$255K +$200 +3 +0.1%
RWA
2895
Rooted Wealth Advisors
Illinois
$255K +$7.21K +108 +3%
BMWM
2896
Brown Miller Wealth Management
Virginia
$255K -$104K -1,556 -30%
CWA
2897
CM Wealth Advisors
Ohio
$255K – – –
PIM
2898
Pullen Investment Management
Florida
$254K -$40.3K -603 -15%
OWCM
2899
One Wealth Capital Management
Arizona
$254K +$2.2K +33 +0.9%
BAM
2900
BOS Asset Management
Illinois
$254K +$4.07K +61 +2%
114 115
116
117 118