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Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
2901
Sage Mountain Advisors
Georgia
$329K +$320K +641 New
WWA
2902
Wealth Watch Advisors
Colorado
$329K +$11K +22 +4%
LWP
2903
LeClair Wealth Partners
Ohio
$329K +$320K +641 New
IFU
2904
iSAM Funds (UK)
United Kingdom
$329K -$976K -1,958 -75%
PWS
2905
Precision Wealth Strategies
Missouri
$328K -$13.5K -27 -4%
QP
2906
Quilter Plc
United Kingdom
$328K -$49.9K -100 -14%
HPG
2907
Harvest Portfolios Group
Ontario, Canada
$328K -$27.9K -56 -8%
AWM
2908
Accel Wealth Management
Iowa
$328K +$21.9K +44 +7%
OWA
2909
Octavia Wealth Advisors
Ohio
$328K +$17.9K +36 +6%
PJWM
2910
Philip James Wealth Mangement
Georgia
$328K -$118K -236 -27%
SIC
2911
Sage Investment Counsel
Tennessee
$326K – – –
FSA
2912
Franklin Street Advisors
North Carolina
$326K – – –
MSFP
2913
Mark Sheptoff Financial Planning
Connecticut
$326K – – –
MO
2914
McMillan Office
Michigan
$326K – – –
T
2915
Tidemark
California
$326K +$62.3K +125 +25%
WIC
2916
WealthBridge Investment Counsel
Alberta, Canada
$325K – – –
HCWM
2917
Hidden Cove Wealth Management
Washington
$325K +$32.4K +65 +11%
GWM
2918
Greenline Wealth Management
Florida
$324K +$27.9K +56 +10%
CFO
2919
Custos Family Office
Texas
$324K +$6.98K +14 +2%
CSC
2920
Caldwell Sutter Capital
California
$324K – – –
CWM
2921
Chicago Wealth Management
Illinois
$323K – – –
WHCI
2922
W.H. Cornerstone Investments
Massachusetts
$323K – – –
PA
2923
Planning Alternatives
Michigan
$322K -$305K -611 -49%
QP
2924
Quartz Partners
New York
$322K +$16K +32 +5%
AWP
2925
Atlas Wealth Partners
Pennsylvania
$322K – – –
115 116
117
118 119