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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
2951
Greenwich Wealth Management
Connecticut
$253K +$252K +3,620 New
PA
2952
PharVision Advisers
Florida
$253K +$6.07K +87 +2%
CWA
2953
Centerline Wealth Advisors
Kentucky
$252K -$1.25K -18 -0.5%
SPWG
2954
Syntegra Private Wealth Group
Missouri
$252K +$29.5K +423 +13%
TF
2955
TLWM Financial
Texas
$252K +$15.2K +218 +6%
EGA
2956
E&G Advisors
Texas
$252K -$6.97K -100 -3%
SWP
2957
Summit Wealth Partners
Florida
$252K +$558 +8 +0.2%
HFA
2958
High Falls Advisors
New York
$252K -$90.6K -1,300 -27%
GAM
2959
Gemmer Asset Management
California
$252K -$3.83K -55 -2%
R
2960
Rebalance
California
$252K – – –
PWA
2961
Pitcairn Wealth Advisors
Pennsylvania
$251K +$250K +3,585 New
IWS
2962
Insight Wealth Strategies
California
$251K +$15.3K +220 +7%
SFC
2963
Swisher Financial Concepts
Ohio
$250K +$1.95K +28 +0.8%
IPA
2964
Investment Planning Advisors
Georgia
$250K +$16.9K +243 +7%
FC
2965
Financial Consulate
Maryland
$250K +$1.25K +18 +0.5%
FWA
2966
Flagship Wealth Advisors
Massachusetts
$250K – – –
DI
2967
Disciplined Investments
Oklahoma
$249K -$558 -8 -0.2%
SGFG
2968
Silver Grove Financial Group
New York
$249K +$16.2K +232 +7%
BAM
2969
BOS Asset Management
Illinois
$248K +$1.74K +25 +0.7%
BL
2970
BFSG LLC
California
$248K +$488 +7 +0.2%
TWP
2971
Tower Wealth Partners
Pennsylvania
$248K +$3.69K +53 +2%
PA
2972
ProCore Advisors
California
$248K +$247K +3,541 New
BWM
2973
Buckley Wealth Management
Nevada
$247K – – –
CCA
2974
Catalyst Capital Advisors
New York
$247K +$64.8K +930 +36%
XPN
2975
XY Planning Network
Montana
$247K +$246K +3,533 New
117 118
119
120 121