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Name Holding Trade Value Shares
Change 		Change in
Stake
JRPIM
2201
Journey Retirement Planning & Investment Management
Idaho
$668K -$1.43M -18,945 -68%
SC
2202
Searle & Co
Connecticut
$667K +$11.6K +154 +2%
PIA
2203
Powell Investment Advisors
Florida
$665K -$105K -1,390 -14%
BWM
2204
Base Wealth Management
Florida
$664K +$135K +1,787 +26%
FA
2205
Fagan Associates
New York
$662K – – –
CS
2206
Capital Square
Tennessee
$662K +$6.96K +92 +1%
SFG
2207
Snider Financial Group
Washington
$662K -$4.23K -56 -0.6%
CA
2208
Cornerstone Advisory
Maryland
$661K +$21.2K +280 +3%
SGWP
2209
Sun Group Wealth Partners
California
$661K +$138K +1,827 +27%
FFA
2210
Fragasso Financial Advisors
Pennsylvania
$659K +$6.35K +84 +1%
CIM
2211
Cambria Investment Management
California
$659K +$397K +5,246 +153%
BWA
2212
BCU Wealth Advisors
Illinois
$659K -$28.8K -381 -4%
CSC
2213
Caldwell Sutter Capital
California
$659K -$36.6K -484 -5%
RWP
2214
Revolve Wealth Partners
New Jersey
$658K +$20.7K +274 +3%
CC
2215
Climber Capital
Switzerland
$657K +$401K +5,310 +159%
YDMI
2216
Y.D. More Investments
Israel
$657K -$65.5K -867 -9%
LEA
2217
Legacy Edge Advisors
New York
$656K -$3.48K -46 -0.5%
WIA
2218
Westbourne Investment Advisors
Maryland
$655K – – –
SFG
2219
SevenBridge Financial Group
Pennsylvania
$655K -$21.3K -282 -3%
PPWM
2220
Paragon Private Wealth Management
Kentucky
$654K +$88.1K +1,165 +16%
SWK
2221
Stephen W. Kidder
$654K -$15.1K -200 -2%
FCMT
2222
Founders Capital Management (Texas)
Texas
$651K -$15.1K -200 -2%
SLC
2223
Second Line Capital
Louisiana
$651K -$103K -1,363 -14%
SEEDPG
2224
S.E.E.D. Planning Group
New York
$649K -$52.7K -697 -8%
MIP
2225
Marietta Investment Partners
Wisconsin
$649K – – –
87 88
89
90 91