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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
3576
Sims Investment Management
Ohio
$922K -$439K -718 -31%
RYIA
3577
Roehl & Yi Investment Advisors
Oregon
$922K +$12.2K +20 +1%
G
3578
GenTrust
Florida
$920K -$305K -499 -23%
TAM
3579
Townsend Asset Management
North Carolina
$920K +$74.6K +122 +8%
EFA
3580
Evernest Financial Advisors
Indiana
$920K +$57.5K +94 +6%
RCS
3581
R2 Capital Strategies
Nebraska
$920K +$999K +1,633 New
ESC
3582
Eurizon SLJ Capital
$919K – – –
FSBI
3583
Fearless Solutions (Best Invest)
Texas
$919K -$23.8K -39 -2%
BPW
3584
BlueDoor Private Wealth
Massachusetts
$918K +$14.1K +23 +1%
NEWAS
3585
N.E.W. Advisory Services
Wisconsin
$916K -$14.1K -23 -1%
RFW
3586
Rainier Family Wealth
Washington
$916K +$36.1K +59 +4%
MKW
3587
Mullaney, Keating & Wright
Connecticut
$914K – – –
BFPW
3588
BOK Financial Private Wealth
Colorado
$913K -$344K -563 -26%
MFS
3589
Miller Financial Services
Michigan
$910K +$393K +643 +66%
TWM
3590
Trevian Wealth Management
Massachusetts
$909K +$20.8K +34 +2%
MWM
3591
Momentous Wealth Management
Washington
$906K +$48.3K +79 +5%
NWA
3592
New World Advisors
Massachusetts
$902K -$345K -565 -26%
HCMG
3593
Howard Capital Management Group
California
$901K -$10.4K -17 -1%
FWP
3594
Firethorn Wealth Partners
Georgia
$900K +$11K +18 +1%
BFG
3595
Bouchey Financial Group
New York
$899K -$4.28K -7 -0.4%
PFA
3596
Plotkin Financial Advisors
Maryland
$898K +$12.8K +21 +1%
AIP
3597
Alexis Investment Partners
Texas
$898K +$29.4K +48 +3%
PMSA
3598
Patrick M. Sweeney & Associates
Illinois
$898K +$20.8K +34 +2%
PFG
3599
Prospect Financial Group
Virginia
$897K -$27.5K -45 -3%
LPFG
3600
Landing Point Financial Group
Ohio
$896K -$611 -1 -0.1%
142 143
144
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