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Name Holding Trade Value Shares
Change 		Change in
Stake
EBWM
3101
Eagle Bluffs Wealth Management
Missouri
$242K – – –
AFP
3102
Alpha Financial Partners
Kentucky
$242K -$5.59K -74 -2%
SPWG
3103
Syntegra Private Wealth Group
Missouri
$242K -$32.4K -428 -12%
EIA
3104
Edgemoor Investment Advisors
Maryland
$241K -$209K -2,759 -47%
PA
3105
Persium Advisors
Georgia
$241K – – –
SDH
3106
Sloy Dahl & Holst
Washington
$241K – – –
AP
3107
Arlington Partners
Alabama
$241K +$239K +3,165 New
FWA
3108
Flagship Wealth Advisors
Massachusetts
$241K -$13K -172 -5%
OFW
3109
Omnia Family Wealth
Florida
$240K -$70.1K -927 -23%
EIP
3110
Essential Investment Partners
Colorado
$240K – – –
WWM
3111
Walser Wealth Management
Florida
$240K +$239K +3,159 New
HHWM
3112
Hiley Hunt Wealth Management
Nebraska
$240K – – –
RFA
3113
Resurgent Financial Advisors
Georgia
$240K +$17.8K +235 +8%
SWM
3114
Stonebridge Wealth Management
Illinois
$240K -$3.02K -40 -1%
CF
3115
Clarity Financial
Texas
$240K +$12.8K +169 +6%
MA
3116
MKT Advisors
California
$240K -$1.89K -25 -0.8%
SIA
3117
Sovereign Investment Advisors
Arizona
$239K +$237K +3,141 New
CCA
3118
Cadent Capital Advisors
Oklahoma
$239K – – –
SRCM
3119
Signature Resources Capital Management
California
$238K -$832 -11 -0.3%
PG
3120
Prostatis Group
Maryland
$238K -$157K -2,081 -40%
SA
3121
Sonoma Allocations
California
$238K -$96K -1,270 -29%
XPN
3122
XY Planning Network
Montana
$238K -$30.3K -401 -11%
MWM
3123
Maimon Wealth Management
Israel
$238K -$6.5K -86 -3%
B
3124
Birchbrook
Maine
$238K -$23.1K -305 -9%
MWM
3125
Mindset Wealth Management
Indiana
$237K +$3.55K +47 +2%
123 124
125
126 127