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Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
3901
Southland Equity Partners
Missouri
$629K +$167K +270 +46%
VR
3902
Valued Retirements
Texas
$627K – – –
CWM
3903
C2C Wealth Management
Arizona
$627K – – –
OWP
3904
ORG Wealth Partners
Texas
$626K +$78.5K +127 +17%
WB
3905
West Bancorporation
Iowa
$625K +$523K +847 New
BWM
3906
Brown Wealth Management
Illinois
$624K +$95.2K +154 +22%
IAG
3907
Investmark Advisory Group
Connecticut
$623K – – –
WSA
3908
Warm Springs Advisors
California
$623K -$61.2K -99 -10%
PA
3909
PharVision Advisers
Florida
$623K +$272K +440 +109%
TA
3910
TKG Advisors
Indiana
$622K -$16.1K -26 -3%
GCGDR
3911
Geo Capital Gestora de Recursos
Brazil
$622K +$503K +814 +2,807%
AWP
3912
Avid Wealth Partners
Texas
$621K +$164K +266 +46%
RWM
3913
Rolek Wealth Management
Pennsylvania
$621K +$11.7K +19 +2%
TWM
3914
TSA Wealth Management
Texas
$620K +$96.4K +156 +23%
FG
3915
Fairman Group
Pennsylvania
$620K +$8.03K +13 +2%
GS
3916
Gagnon Securities
New York
$619K – – –
LC
3917
LCNB Corp
Ohio
$619K – – –
SC
3918
Schubert & Co
Texas
$616K -$42.6K -69 -8%
WAM
3919
Worth Asset Management
Texas
$614K -$1.37M -2,219 -73%
SCP
3920
Silverleafe Capital Partners
Tennessee
$614K -$60.6K -98 -11%
RMAM
3921
Raab & Moskowitz Asset Management
New Jersey
$613K +$80.9K +131 +19%
BC
3922
Broadwater Capital
Massachusetts
$613K – – –
PCM
3923
Payne Capital Management
New York
$612K -$6.8K -11 -1%
EWA
3924
Emergent Wealth Advisors
New York
$612K +$5.56K +9 +1%
TIM
3925
Total Investment Management
Arizona
$610K -$32.8K -53 -6%
155 156
157
158 159