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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
3351
Kingsman Wealth Management
Florida
$4.81M +$5.23M +12,822 New
OFO
3352
OneAscent Family Office
Alabama
$4.81M +$3.83M +9,386 +280%
TAI
3353
Terra Alpha Investments
District of Columbia
$4.81M +$293K +718 +6%
KIM
3354
Kane Investment Management
California
$4.81M +$17.9K +44 +0.3%
SPWG
3355
Syntegra Private Wealth Group
Missouri
$4.81M -$68.9K -169 -1%
MMHP
3356
Murphy Middleton Hinkle & Parker
Georgia
$4.81M +$20.8K +51 +0.4%
LIG
3357
Lokken Investment Group
Delaware
$4.81M -$223K -547 -4%
BCM
3358
Bretton Capital Management
California
$4.8M – – –
PWM
3359
PBMares Wealth Management
Virginia
$4.8M -$236K -579 -4%
HA
3360
Harfst & Associates
Wyoming
$4.79M -$205K -502 -4%
DFA
3361
Davies Financial Advisors
California
$4.79M +$1.16M +2,854 +29%
S
3362
Sunpointe
Missouri
$4.79M -$983K -2,411 -16%
HAG
3363
HF Advisory Group
Maryland
$4.79M +$300K +735 +6%
NICM
3364
Neo Ivy Capital Management
New York
$4.79M +$1.83M +4,483 +54%
LWM
3365
Lakeridge Wealth Management
Ohio
$4.79M -$61.2K -150 -1%
HHAM
3366
HITE Hedge Asset Management
Massachusetts
$4.78M – – –
CV
3367
Counterweight Ventures
North Carolina
$4.78M +$110K +271 +2%
AFPL
3368
Advus Financial Partners, LLC
Florida
$4.78M -$14.3K -35 -0.3%
GTAM
3369
Global Trust Asset Management
Florida
$4.78M -$869K -2,131 -14%
WOC
3370
West Oak Capital
California
$4.77M -$183K -450 -3%
WPWM
3371
Western Pacific Wealth Management
Illinois
$4.76M -$85.2K -209 -2%
IWS
3372
Insight Wealth Strategies
California
$4.75M +$36.3K +89 +0.7%
EFL
3373
ERn Financial LLC
Wisconsin
$4.75M -$208K -511 -4%
IF
3374
Ironwood Financial
Arizona
$4.74M -$486K -1,191 -9%
BSSFA
3375
Baron Silver Stevens Financial Advisors
Florida
$4.74M -$216K -529 -4%
133 134
135
136 137