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Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
3151
Integral Investment Advisors
California
$246K +$79 +1 +0%
DWM
3152
Ducere Wealth Management
California
$245K +$239K +3,021 New
SPIA
3153
Strategic Point Investment Advisors
Rhode Island
$245K +$5.53K +70 +2%
RIS
3154
Richmond Investment Services
Wisconsin
$245K -$331K -4,194 -58%
FI
3155
Fosun International
China
$245K – – –
WFPG
3156
Waller Financial Planning Group
Ohio
$245K -$19.3K -245 -8%
SCA
3157
Southern Capital Advisors
Tennessee
$245K – – –
WA
3158
WP Advisors
California
$245K +$1.66K +21 +0.7%
HSG
3159
Helen Stephens Group
Texas
$245K +$2.84K +36 +1%
SPI
3160
Sutton Place Investors
New York
$245K +$1.42K +18 +0.6%
SPWG
3161
Syntegra Private Wealth Group
Missouri
$245K -$13.3K -169 -5%
HAM
3162
Harmony Asset Management
Arizona
$244K -$39.2K -496 -14%
FWSM
3163
First Wilshire Securities Management
California
$244K – – –
4A
3164
4Wealth Advisors
Illinois
$244K +$1.34K +17 +0.6%
ACM
3165
Advance Capital Management
Michigan
$244K +$237K +2,997 New
AIM
3166
AMI Investment Management
Indiana
$243K – – –
GCP
3167
Gill Capital Partners
Colorado
$243K +$9.24K +117 +4%
WW
3168
Waterfront Wealth
Kansas
$243K -$2.29K -29 -1%
UWS
3169
Unique Wealth Strategies
Illinois
$243K -$79 -1 -0%
SMA
3170
Seven Mile Advisory
New Jersey
$243K -$38.5K -487 -14%
TPW
3171
Tiller Private Wealth
Pennsylvania
$243K – – –
WAM
3172
Winslow Asset Management
Ohio
$242K +$236K +2,982 New
IA
3173
Intellus Advisors
Florida
$242K -$125K -1,586 -35%
STB
3174
S&T Bank
Pennsylvania
$242K +$124K +1,570 +112%
WP
3175
WealthSpring Partners
California
$241K +$11.5K +145 +5%
125 126
127
128 129