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Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
4301
IronBridge Private Wealth
Texas
$271K +$58.7K +100 +28%
G
4302
Gainplan
Michigan
$271K -$86.3K -147 -24%
RFP
4303
Roth Financial Partners
Texas
$271K – – –
CWM
4304
Collaborative Wealth Management
Florida
$270K +$15.3K +26 +6%
BAMG
4305
Brand Asset Management Group
Missouri
$270K +$22.3K +38 +9%
WA
4306
Waterford Advisors
New York
$269K – – –
NAMM
4307
NorthStar Asset Management (Massachusetts)
Massachusetts
$269K +$270K +460 New
FWA
4308
Flagship Wealth Advisors
Massachusetts
$268K +$268K +457 New
NWMP
4309
Noble Wealth Management PBC
Colorado
$267K +$268K +456 New
PGIM
4310
Pacific Global Investment Management
California
$267K -$4.44M -7,568 -94%
MFT
4311
Moisand Fitzgerald Tamayo
Florida
$266K +$2.35K +4 +0.9%
AIM
4312
AHL Investment Management
Florida
$266K – – –
KA
4313
Kooman & Associates
Pennsylvania
$266K +$14.7K +25 +6%
BA
4314
Bard Associates
Illinois
$266K +$266K +454 New
FWS
4315
FinDec Wealth Services
California
$265K -$2.16M -3,682 -89%
WHC
4316
Wulff, Hansen & Co
California
$265K -$23.5K -40 -8%
CMTU
4317
Capital Markets Trading (UK)
United Kingdom
$265K +$266K +453 New
PI
4318
Pachira Investments
California
$265K +$6.46K +11 +3%
EWM
4319
Edge Wealth Management
New York
$265K – – –
GCM
4320
G2 Capital Management
Ohio
$264K – – –
LL
4321
LPWM LLC
Minnesota
$264K – – –
OWP
4322
ORG Wealth Partners
Texas
$263K +$1.17K +2 +0.4%
FDDB
4323
Fidelity D&D Bancorp
Pennsylvania
$261K +$36.4K +62 +16%
HWA
4324
Hilltop Wealth Advisors
North Carolina
$261K +$17K +29 +7%
WCM
4325
Warburton Capital Management
Oklahoma
$261K +$262K +447 New
171 172
173
174 175