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Name Holding Trade Value Shares
Change 		Change in
Stake
FI
3176
Fosun International
China
$245K – – –
WFPG
3177
Waller Financial Planning Group
Ohio
$245K -$19.3K -245 -8%
SCA
3178
Southern Capital Advisors
Tennessee
$245K – – –
WA
3179
WP Advisors
California
$245K +$1.66K +21 +0.7%
HSG
3180
Helen Stephens Group
Texas
$245K +$2.84K +36 +1%
SPI
3181
Sutton Place Investors
New York
$245K +$1.42K +18 +0.6%
SPWG
3182
Syntegra Private Wealth Group
Missouri
$245K -$13.3K -169 -5%
HAM
3183
Harmony Asset Management
Arizona
$244K -$39.2K -496 -14%
FWSM
3184
First Wilshire Securities Management
California
$244K – – –
4A
3185
4Wealth Advisors
Illinois
$244K +$1.34K +17 +0.6%
ACM
3186
Advance Capital Management
Michigan
$244K +$237K +2,997 New
AIM
3187
AMI Investment Management
Indiana
$243K – – –
GCP
3188
Gill Capital Partners
Colorado
$243K +$9.24K +117 +4%
WW
3189
Waterfront Wealth
Kansas
$243K -$2.29K -29 -1%
UWS
3190
Unique Wealth Strategies
Illinois
$243K -$79 -1 -0%
SMA
3191
Seven Mile Advisory
New Jersey
$243K -$38.5K -487 -14%
TPW
3192
Tiller Private Wealth
Pennsylvania
$243K – – –
WAM
3193
Winslow Asset Management
Ohio
$242K +$236K +2,982 New
IA
3194
Intellus Advisors
Florida
$242K -$125K -1,586 -35%
STB
3195
S&T Bank
Pennsylvania
$242K +$124K +1,570 +112%
WP
3196
WealthSpring Partners
California
$241K +$11.5K +145 +5%
FM
3197
Family Management
New York
$241K -$20.1K -255 -8%
TFGT
3198
TS Financial Group (TSFG)
Illinois
$241K +$2.21K +28 +1%
IWM
3199
IMG Wealth Management
Florida
$241K +$7.19K +91 +3%
WCP
3200
Wealthcare Capital Partners
Pennsylvania
$241K +$316 +4 +0.1%
126 127
128
129 130