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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2451
Curi Wealth Management
North Carolina
$280K +$266K +4,409 New
T
2452
TCWP
Ohio
$280K -$24.8K -410 -9%
UAML
2453
US Asset Management LLC
Pennsylvania
$280K +$266K +4,405 New
VCP
2454
Verus Capital Partners
Arizona
$280K +$3.08K +51 +1%
TCWM
2455
Total Clarity Wealth Management
Illinois
$279K +$38.6K +639 +17%
PFA
2456
Pure Financial Advisors
California
$279K +$16.3K +270 +7%
AIP
2457
Ahrens Investment Partners
Louisiana
$278K -$17.9K -296 -6%
ACM
2458
Ategra Capital Management
Virginia
$278K -$6.82K -113 -3%
VAFP
2459
Vahanian & Associates Financial Planning
New York
$277K – – –
GA
2460
Geller Advisors
New York
$277K +$18.5K +307 +8%
PA
2461
Probity Advisors
Texas
$277K -$11K -183 -4%
TFM
2462
TFC Financial Management
Massachusetts
$276K +$60 +1 +0%
TF
2463
Trek Financial
Arizona
$276K +$33.1K +548 +14%
LCM
2464
Lewis Capital Management
California
$275K +$181 +3 +0.1%
BCM
2465
Brainard Capital Management
Texas
$274K +$260K +4,313 New
NWMG
2466
National Wealth Management Group
Ohio
$274K +$260K +4,302 New
PAM
2467
Paradigm Asset Management
New York
$274K -$797K -13,200 -75%
BMC
2468
Benin Management Corp
Connecticut
$273K – – –
BOS
2469
Bank of Stockton
California
$273K – – –
DA
2470
Dillon & Associates
Michigan
$273K – – –
SC
2471
Soundwatch Capital
Connecticut
$272K +$2.48K +41 New
AWS
2472
Arkfeld Wealth Strategies
Nebraska
$272K +$13.3K +221 +5%
CIP
2473
Capital Insight Partners
Arizona
$272K +$13.6K +225 +6%
FF
2474
Francis Financial
$272K +$5.55K +92 +2%
FSA
2475
Fort Sheridan Advisors
Illinois
$272K -$151K -2,493 -37%
97 98
99
100 101