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Name Holding Trade Value Shares
Change 		Change in
Stake
SHF
3926
Stage Harbor Financial
Massachusetts
$610K -$10.5K -17 -2%
MWM
3927
Manske Wealth Management
Texas
$609K +$30.3K +49 +6%
FA
3928
Fortis Advisors
Pennsylvania
$609K -$36.5K -59 -7%
SCA
3929
St. Clair Advisors
Ohio
$609K – – –
FFW
3930
Fusion Family Wealth
New York
$608K – – –
CPA
3931
Clear Point Advisors
New York
$608K +$22.2K +36 +5%
RRWA
3932
Rainey & Randall Wealth Advisors
Florida
$607K – – –
MIG
3933
McGuire Investment Group
Rhode Island
$606K +$61.8K +100 +14%
LWA
3934
LifeGoal Wealth Advisors
New York
$606K +$27.8K +45 +6%
BFF
3935
Byrne Financial Freedom
Massachusetts
$605K +$27.8K +45 +6%
CS
3936
Capital Square
Tennessee
$605K +$24.7K +40 +5%
BWS
3937
Broadway Wealth Solutions
Texas
$602K +$75.4K +122 +18%
FIC
3938
Family Investment Center
Missouri
$601K +$503K +814 New
LTI
3939
Laffer Tengler Investments
Tennessee
$601K +$503K +814 New
KPWG
3940
KFA Private Wealth Group
Virginia
$600K -$17.3K -28 -3%
BPC
3941
Bryce Point Capital
New York
$600K +$502K +813 New
PWMA
3942
Pension & Wealth Management Advisors
Massachusetts
$598K -$105K -170 -17%
CIA
3943
Citadel Investment Advisory
Ohio
$598K – – –
WCM
3944
Wellington Capital Management
Maryland
$597K +$420K +680 New
EBA
3945
Eagle Bay Advisors
New York
$596K -$33.4K -54 -6%
BH
3946
Burk Holdings
Oklahoma
$595K -$22.9K -37 -4%
HB
3947
Horizon Bancorp
Indiana
$594K -$32.1K -52 -6%
WCM
3948
Warburton Capital Management
Oklahoma
$594K +$97K +157 +23%
SC
3949
Solstein Capital
California
$593K +$282K +456 +131%
LIA
3950
LifePlan Investment Advisors
North Carolina
$592K +$22.9K +37 +5%
156 157
158
159 160