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Name Holding Trade Value Shares
Change 		Change in
Stake
EW
2826
Enzi Wealth
Texas
$398K – – –
AWA
2827
Acorn Wealth Advisors
Michigan
$398K -$7.23K -24 -2%
LF
2828
Lee Financial
Texas
$398K +$22.9K +76 +6%
TCPWM
2829
Traverso Chambers Private Wealth Management
California
$398K +$11.4K +38 +3%
BFA
2830
Beacon Financial Advisory
Ohio
$397K +$31K +103 +8%
AWM
2831
Alterna Wealth Management
Texas
$397K +$14.8K +49 +4%
RC
2832
Rovin Capital
Arizona
$396K -$552K -1,831 -58%
MFWP
2833
Mosaic Family Wealth Partners
Missouri
$394K +$301 +1 +0.1%
GSIS
2834
Global Strategic Investment Solutions
Arizona
$393K +$1.81K +6 +0.5%
PFA
2835
Pathway Financial Advisors
Vermont
$392K – – –
WTB
2836
Washington Trust Bank
Washington
$392K +$36.2K +120 +10%
IAG
2837
Investmark Advisory Group
Connecticut
$391K – – –
LAM
2838
Lountzis Asset Management
Pennsylvania
$391K – – –
BFG
2839
Bouchey Financial Group
New York
$391K +$82K +272 +26%
IPW
2840
Invictus Private Wealth
Colorado
$390K – – –
FWM
2841
FMB Wealth Management
California
$390K +$13.3K +44 +4%
GA
2842
Goldstein Advisors
Wisconsin
$390K +$168K +557 +75%
WDG
2843
Wealth Dimensions Group
Ohio
$390K +$4.52K +15 +1%
MAM
2844
McCarthy Asset Management
California
$390K -$120K -397 -23%
KWS
2845
Keystone Wealth Services
California
$389K -$47.3K -157 -11%
WSCM
2846
Wellington Shields Capital Management
New York
$389K +$16.9K +56 +5%
SCM
2847
Sitrin Capital Management
California
$388K – – –
SFCL
2848
Strengthening Families & Communities LLC
Massachusetts
$387K -$62.1K -206 -14%
DC
2849
Diametric Capital
Massachusetts
$387K -$665K -2,207 -63%
CPP
2850
Capasso Planning Partners
South Carolina
$386K -$93.1K -309 -19%
112 113
114
115 116