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Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
4851
MB, Levis & Associates
Pennsylvania
$216K – – –
FWMM
4852
Foundation Wealth Management (Missouri)
Missouri
$216K +$234K +382 New
TC
4853
Town Capital
Maryland
$215K -$31.2K -51 -12%
CFA
4854
Camarda Financial Advisors
Florida
$215K -$2.49M -4,068 -91%
RRMM
4855
Regatta Research & Money Management
Louisiana
$215K +$235K +385 New
AWMG
4856
ADG Wealth Management Group
Louisiana
$215K +$233K +381 New
BBP
4857
Banco BTG Pactual
Brazil
$215K +$233K +381 New
TMWM
4858
Taylor & Morgan Wealth Management
Michigan
$214K +$233K +381 New
PWM
4859
Parkway Wealth Management
Texas
$214K -$37.9K -62 -14%
BBFA
4860
Brindle & Bay Financial Advisors
Texas
$214K +$232K +380 New
CWM
4861
Collaborative Wealth Management
Florida
$214K +$5.5K +9 +2%
SF
4862
Succession Financial
Texas
$214K +$232K +379 New
IJWM
4863
Inman Jager Wealth Management
Mississippi
$213K -$32.4K -53 -12%
GSF
4864
Grove Street Fiduciary
New Hampshire
$213K – – –
APW
4865
Axim Planning & Wealth
Ohio
$213K +$3.67K +6 +2%
LWP
4866
LMG Wealth Partners
Louisiana
$213K +$232K +379 New
TC
4867
Toews Corporation
New Jersey
$213K +$232K +379 New
VBA
4868
von Borstel & Associates
Oregon
$212K -$19.6K -32 -8%
CF
4869
Carlson Financial
Oregon
$211K -$611 -1 -0.3%
FWMP
4870
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$211K +$14.7K +24 +7%
APW
4871
Alliance Private Wealth
Massachusetts
$211K – – –
CA
4872
Clune & Associates
Illinois
$210K +$228K +373 New
BWA
4873
Brave Warrior Advisors
New York
$210K – – –
KA
4874
Kure Advisory
Minnesota
$209K -$43.4K -71 -16%
BWA
4875
Boulder Wealth Advisors
Colorado
$209K -$15.9K -26 -7%
193 194
195
196 197