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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1776
SOA Wealth Advisors
New York
$224K +$86.6K +183 +63%
BFA
1777
Beacon Financial Advisory
Ohio
$223K +$223K +470 New
AIM
1778
Advyzon Investment Management
Illinois
$223K +$223K +470 New
MWM
1779
Manske Wealth Management
Texas
$223K -$23.7K -50 -10%
FTUS
1780
Flow Traders U.S.
New York
$223K +$223K +470 New
EFG
1781
Embree Financial Group
Illinois
$223K +$10.4K +22 +5%
BF
1782
Brucke Financial
Indiana
$223K -$24.6K -52 -9%
EP
1783
Essential Partners
California
$222K +$209K +441 +1,696%
CB
1784
CNB Bank
Pennsylvania
$222K -$58.2K -123 -21%
FFA
1785
Florida Financial Advisors
Florida
$221K +$220K +464 New
FWTB
1786
First Western Trust Bank
Colorado
$220K -$9.94K -21 -4%
SRC
1787
Sage Rhino Capital
California
$220K +$473 +1 +0.2%
MFWP
1788
Mosaic Family Wealth Partners
Missouri
$219K +$218K +460 New
DMBA
1789
Deseret Mutual Benefit Administrators
Utah
$218K -$42.6K -90 -16%
BWM
1790
BlackDiamond Wealth Management
New York
$218K +$6.63K +14 +3%
VI
1791
VanderPol Investments
Michigan
$217K -$31.7K -67 -12%
PHWM
1792
Pine Harbor Wealth Management
Maryland
$217K – – –
LI
1793
LMCG Investments
Massachusetts
$217K – – –
AGM
1794
Alpine Global Management
New York
$216K +$215K +455 New
1M
1795
1248 Management
Missouri
$215K – – –
HR
1796
Howe & Rusling
New York
$215K +$214K +452 New
S
1797
Sunpointe
Missouri
$215K +$2.37K +5 +1%
TL
1798
Tradewinds LLC
North Carolina
$215K +$214K +452 New
EA
1799
Eclectic Associates
California
$214K +$947 +2 +0.4%
DAM
1800
Doheny Asset Management
California
$214K – – –
70 71
72
73 74