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Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
2176
Sound Income Strategies
Florida
$434K -$6.66K -107 -1%
ML
2177
McAdam LLC
Pennsylvania
$434K +$28.7K +462 +7%
BBW
2178
Blue Barn Wealth
Utah
$434K -$21.8K -350 -5%
IF
2179
IRON Financial
Illinois
$433K -$4.11K -66 -0.9%
MAM
2180
Mystic Asset Management
Rhode Island
$431K -$21.8K -350 -5%
HFP
2181
Holistic Financial Partners
Indiana
$431K -$29.6K -476 -6%
BWFA
2182
Baltimore-Washington Financial Advisors
Maryland
$431K -$4.42K -71 -1%
HA
2183
Herold Advisors
New York
$430K -$62.5K -1,004 -12%
WPP
2184
Whalerock Point Partners
Rhode Island
$430K +$24.7K +397 +6%
FAG
2185
Financial Advisory Group
Texas
$430K – – –
VWM
2186
Vigilare Wealth Management
Arizona
$430K -$35.1K -564 -7%
AHB
2187
Abner Herrman & Brock
New Jersey
$429K -$6.04K -97 -1%
KL
2188
KWMG LLC
Kansas
$428K -$15.1K -243 -3%
BA
2189
Birinyi Associates
Connecticut
$428K -$24.4K -393 -5%
SC
2190
SRB Corp
Massachusetts
$428K +$64.4K +1,035 +17%
LWM
2191
Liberty Wealth Management
California
$428K +$4.79K +77 +1%
VC
2192
Vestor Capital
Illinois
$427K -$25.2K -405 -5%
FVWA
2193
Foster Victor Wealth Advisors
South Carolina
$426K -$46.2K -743 -10%
GC
2194
Gibson Capital
Pennsylvania
$425K +$1.68K +27 +0.4%
GCMG
2195
Gyroscope Capital Management Group
Florida
$425K +$439K +7,063 New
HVM
2196
Harvest Volatility Management
Connecticut
$425K -$8.15K -131 -2%
FW
2197
FirstPurpose Wealth
Utah
$424K +$7.22K +116 +2%
BLC
2198
Brown, Lisle/Cummings
Rhode Island
$424K -$2.8K -45 -0.6%
BFPW
2199
BOK Financial Private Wealth
Colorado
$424K -$2.05K -33 -0.5%
CCM
2200
Carlson Capital Management
Minnesota
$422K -$259K -4,161 -37%
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