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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
2526
WealthShield Partners
North Carolina
$233K +$223K +593 New
BCP
2527
Berkeley Capital Partners
Georgia
$233K +$5.63K +15 +3%
FFA
2528
Fi3 Financial Advisors
Indiana
$233K -$24.4K -65 -10%
SMFG
2529
Sumitomo Mitsui Financial Group
Japan
$231K +$16.9K +45 +8%
BW
2530
BIP Wealth
Georgia
$230K -$12.8K -34 -5%
AFG
2531
Atomi Financial Group
New York
$230K +$220K +585 New
CL
2532
COWA LLC
Oklahoma
$230K – – –
AWA
2533
Aletheian Wealth Advisors
Washington
$230K +$220K +585 New
KPWG
2534
KFA Private Wealth Group
Virginia
$230K +$4.88K +13 +2%
TCM
2535
Tandem Capital Management
New Jersey
$230K -$30K -80 -12%
HA
2536
Hofer & Associates
California
$229K +$1.13K +3 +0.5%
SFG
2537
Steward Financial Group
Texas
$228K +$27.8K +74 +15%
EBSAM
2538
Eubel Brady & Suttman Asset Management
Ohio
$227K +$217K +577 New
LB
2539
Legacy Bridge
Iowa
$226K – – –
GWP
2540
Gateway Wealth Partners
Wisconsin
$226K -$39K -104 -15%
TFA
2541
Trinity Financial Advisors
Ohio
$225K +$215K +573 New
BAM
2542
Bosun Asset Management
Illinois
$225K +$215K +573 New
RWA
2543
Rooted Wealth Advisors
Illinois
$225K -$10.1K -27 -5%
MIC
2544
Meridian Investment Counsel
California
$225K +$3K +8 +1%
LRIA
2545
Leonard Rickey Investment Advisors
Washington
$224K -$3.38K -9 -2%
BBA
2546
Braun-Bostich & Associates
Pennsylvania
$224K -$35.3K -94 -14%
TVWM
2547
Tower View Wealth Management
Wisconsin
$224K -$55.5K -148 -21%
AIM
2548
Arcadia Investment Management
Michigan
$223K +$36K +96 +20%
MCM
2549
Morton Capital Management
California
$222K – – –
G
2550
GenTrust
Florida
$222K -$33.8K -90 -14%
100 101
102
103 104