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Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
3201
Prasad Wealth Partners
Ohio
$5.32M +$258K +632 +5%
BTWM
3202
Brass Tax Wealth Management
Ohio
$5.32M +$113K +278 +2%
TIM
3203
Thornburg Investment Management
New Mexico
$5.32M -$52.6K -129 -0.9%
MFP
3204
Meridian Financial Partners
Virginia
$5.32M +$232K +570 +4%
JWM
3205
Jeppson Wealth Management
California
$5.31M +$81.5K +200 +1%
MHWM
3206
Montz Harcus Wealth Management
Louisiana
$5.31M +$212K +519 +4%
CFA
3207
Capstone Financial Advisors
Illinois
$5.3M +$120K +295 +2%
SAF
3208
Smith Anglin Financial
Texas
$5.3M +$249K +611 +5%
CIAS
3209
CFS Investment Advisory Services
New Jersey
$5.3M +$28.9K +71 +0.5%
AIM
3210
Athena Investment Management
California
$5.29M -$5.71K -14 -0.1%
HC
3211
Hourglass Capital
Texas
$5.29M -$168K -412 -3%
PC
3212
Port Capital
Illinois
$5.29M -$72.6K -178 -1%
LWM
3213
Lodestone Wealth Management
Washington
$5.29M +$69.3K +170 +1%
SG
3214
Somerset Group
Minnesota
$5.29M +$136K +333 +2%
GHAM
3215
Gilman Hill Asset Management
Connecticut
$5.29M -$58.7K -144 -1%
HG
3216
Herbst Group
Connecticut
$5.29M -$590K -1,447 -9%
TW
3217
Traveka Wealth
California
$5.28M -$655K -1,606 -10%
PWM
3218
Peterson Wealth Management
Nevada
$5.27M +$245K +602 +4%
RW
3219
Rockport Wealth
Ohio
$5.27M -$208K -510 -4%
YP
3220
YANKCOM Partnership
South Dakota
$5.26M +$165K +404 +3%
MSK
3221
Melissa S. Kampmann
$5.26M -$13.5K -33 -0.2%
EWA
3222
Etesian Wealth Advisors
Oregon
$5.26M +$208K +510 +4%
VDBMI
3223
Van Den Berg Management I
Texas
$5.26M +$244K +598 +4%
BW
3224
BIP Wealth
Georgia
$5.26M -$1.63K -4 -0%
AWM
3225
Ameliora Wealth Management
Switzerland
$5.26M +$46.5K +114 +0.8%
127 128
129
130 131