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Name Holding Trade Value Shares
Change 		Change in
Stake
PIMG
3501
Patriot Investment Management Group
Tennessee
$4.46M -$270K -640 -6%
DSA
3502
Droms Strauss Advisors
Missouri
$4.46M +$2.2M +5,199 +109%
WWMSC
3503
Wagner Wealth Management (South Carolina)
South Carolina
$4.45M +$285K +674 +7%
SIM
3504
Sterling Investment Management
Arizona
$4.45M -$397K -941 -9%
TWP
3505
Triad Wealth Partners
Kansas
$4.44M +$1.24M +2,925 +42%
HPM
3506
Hoxton Planning & Management
West Virginia
$4.44M +$76.9K +182 +2%
OAM
3507
Oak Asset Management
California
$4.42M +$8.45K +20 +0.2%
GA
3508
Goldstein Advisors
Wisconsin
$4.41M +$117K +276 +3%
RCM
3509
Riverpark Capital Management
New York
$4.41M +$76.9K +182 +2%
IWP
3510
Invenio Wealth Partners
Florida
$4.41M +$81.1K +192 +2%
1WM
3511
1900 Wealth Management
Texas
$4.4M -$13.5K -32 -0.3%
TSWM
3512
Tyler-Stone Wealth Management
Ohio
$4.4M -$79.8K -189 -2%
KFA
3513
Kapstone Financial Advisors
Ohio
$4.39M +$187K +443 +5%
BFA
3514
Beacon Financial Advisory
Ohio
$4.39M +$425K +1,006 +11%
HIG
3515
Herr Investment Group
Texas
$4.37M – – –
EB
3516
Exchange Bank
California
$4.37M -$275K -652 -6%
BWM
3517
BlackDiamond Wealth Management
New York
$4.37M +$548K +1,297 +14%
PTCG
3518
Pring Turner Capital Group
California
$4.36M +$64.6K +153 +2%
IF
3519
Integrity Financial
Wyoming
$4.36M -$6.76K -16 -0.2%
LFS
3520
Leibman Financial Services
Nebraska
$4.36M +$4.22K +10 +0.1%
AWA
3521
Alta Wealth Advisors
Massachusetts
$4.36M +$50.7K +120 +1%
LPAM
3522
Lodestar Private Asset Management
California
$4.36M +$221K +524 +6%
CRA
3523
Clear Rock Advisors
Texas
$4.34M +$36.7K +87 +0.9%
ACA
3524
Affinity Capital Advisors
California
$4.34M -$8.45K -20 -0.2%
EN1L
3525
Engine No 1 LLC
California
$4.34M -$3.96M -9,366 -49%
139 140
141
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