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Name Holding Trade Value Shares
Change 		Change in
Stake
EIM
3001
Ervin Investment Management
Washington
$205K – – –
WWMSC
3002
Wagner Wealth Management (South Carolina)
South Carolina
$205K +$826 +12 +0.4%
IAG
3003
Ipsen Advisor Group
Arkansas
$204K +$413 +6 +0.2%
LWA
3004
Lantern Wealth Advisors
New York
$204K -$5.58K -81 -3%
BS
3005
Brighton Securities
New York
$204K -$65.7K -955 -24%
CPG
3006
Cornerstone Planning Group
New Jersey
$203K +$23.3K +339 +13%
TFA
3007
Teamwork Financial Advisors
Texas
$203K +$211K +3,063 New
PCM
3008
Payne Capital Management
New York
$203K +$1.03K +15 +0.5%
PWP
3009
Private Wealth Partners
California
$203K +$413 +6 +0.2%
WW
3010
Westshore Wealth
California
$203K +$69 +1 +0%
YP
3011
YANKCOM Partnership
South Dakota
$203K -$1.1K -16 -0.5%
CST
3012
Charles Schwab Trust
Nevada
$202K -$199K -2,893 -49%
WFA
3013
WMG Financial Advisors
Tennessee
$202K -$10.9K -158 -5%
IWM
3014
IMG Wealth Management
Florida
$201K – – –
CF
3015
Clarity Financial
Texas
$201K +$209K +3,035 New
WA
3016
WP Advisors
California
$201K +$1.45K +21 +0.7%
IIA
3017
Integral Investment Advisors
California
$201K +$10.4K +151 +5%
SCM
3018
Saxony Capital Management
Missouri
$200K +$4.54K +66 +2%
KCM
3019
Kendall Capital Management
Maryland
$200K +$208K +3,019 New
MWA
3020
Motive Wealth Advisors
Michigan
$200K -$48.2K -701 -19%
FI
3021
Fosun International
China
$200K – – –
SFMG
3022
Sage Financial Management Group
Virginia
$200K – – –
POIA
3023
Pin Oak Investment Advisors
Texas
$198K -$4.89K -71 -2%
TFGT
3024
TS Financial Group (TSFG)
Illinois
$197K +$22K +319 +12%
OSNBOA
3025
Old Second National Bank of Aurora
Illinois
$196K -$6.2K -90 -3%
119 120
121
122 123