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Name Holding Trade Value Shares
Change 		Change in
Stake
FEM
3401
Fulcrum Equity Management
Texas
$1.22M +$632K +946 +105%
PCS
3402
Private Client Services
Kentucky
$1.22M +$103K +154 +9%
ECM
3403
Ebert Capital Management
California
$1.22M +$1.13M +1,697 New
MWA
3404
MN Wealth Advisors
Kansas
$1.22M -$19.4K -29 -2%
MWP
3405
Meredith Wealth Planning
Illinois
$1.21M +$10K +15 +0.8%
MA
3406
MBA Advisors
Pennsylvania
$1.21M +$10.7K +16 +0.9%
TSW
3407
Three Seasons Wealth
Utah
$1.21M +$306K +458 +33%
HWM
3408
Howard Wealth Management
Connecticut
$1.21M -$2K -3 -0.2%
FIA
3409
FNY Investment Advisers
New York
$1.21M -$162K -243 -12%
UBV
3410
United Bank (Virginia)
Virginia
$1.21M -$19.4K -29 -2%
YWM
3411
Yoder Wealth Management
California
$1.21M +$44.7K +67 +4%
TCM
3412
Thoma Capital Management
Maryland
$1.2M -$51.4K -77 -4%
MWP
3413
Meridian Wealth Partners
Pennsylvania
$1.2M -$466K -698 -28%
SSW
3414
Smith Shellnut Wilson
Mississippi
$1.2M -$553K -828 -31%
MFC
3415
Mechanics Financial Corp
Ohio
$1.2M +$26.7K +40 +2%
CP
3416
Camelot Portfolios
Ohio
$1.2M -$255K -382 -17%
HA
3417
Hofer & Associates
California
$1.2M +$612K +916 +102%
RC
3418
Rovin Capital
Arizona
$1.2M +$147K +220 +14%
TP
3419
TritonPoint Partners
Maryland
$1.2M +$1.21M +1,810 New
M
3420
MATAURO
New York
$1.19M +$483K +723 +67%
ELM
3421
Elite Life Management
Florida
$1.19M +$444K +665 +58%
HFP
3422
Holistic Financial Partners
Indiana
$1.19M +$173K +259 +17%
CPG
3423
Cornerstone Planning Group
New Jersey
$1.19M -$25.4K -38 -2%
SPWG
3424
Syntegra Private Wealth Group
Missouri
$1.19M -$12.7K -19 -1%
DTC
3425
Davidson Trust Company
Washington
$1.19M +$282K +423 +31%
135 136
137
138 139