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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
3501
Strata Wealth Advisors
Texas
$4.4M -$86.3K -202 -2%
CWM
3502
Castle Wealth Management
Florida
$4.4M +$1.07M +2,503 +32%
EA
3503
Ellsworth Advisors
Ohio
$4.4M +$4.1M +9,587 +1,517%
FWM
3504
Focused Wealth Management
New York
$4.39M +$339K +792 +8%
CFG
3505
CKW Financial Group
Hawaii
$4.38M -$9.83K -23 -0.2%
LC
3506
Landaas & Company
Wisconsin
$4.37M +$427 +1 +0%
LW
3507
Libra Wealth
California
$4.37M -$103K -242 -2%
DFA
3508
Davies Financial Advisors
California
$4.36M -$104K -243 -2%
PFG
3509
PAX Financial Group
Texas
$4.34M +$644K +1,506 +18%
LFA
3510
Laraway Financial Advisors
Minnesota
$4.34M +$425K +995 +11%
WFG
3511
Wormser Freres Gestion
France
$4.34M +$24.4K +57 +0.6%
CWA
3512
Clarity Wealth Advisors
California
$4.33M +$157K +367 +4%
KFA
3513
Kapstone Financial Advisors
Ohio
$4.32M +$109K +256 +3%
IAP
3514
Indie Asset Partners
Indiana
$4.31M +$221K +516 +5%
NWWA
3515
New Wave Wealth Advisors
Arkansas
$4.31M +$1.03M +2,409 +32%
HOWA
3516
Heritage Oak Wealth Advisors
Florida
$4.31M +$3.7M +8,649 +636%
KA
3517
Keene & Associates
Texas
$4.31M -$111K -259 -3%
SL
3518
Sonnipe Ltd
Isle Of Man
$4.3M -$949K -2,220 -18%
PFM
3519
Privium Fund Management
Netherlands
$4.3M – – –
TIM
3520
Tortoise Investment Management
New York
$4.29M +$316K +740 +8%
FFA
3521
Fi3 Financial Advisors
Indiana
$4.29M +$365K +853 +9%
CA
3522
Carson Advisory
Georgia
$4.29M -$65K -152 -2%
PIA
3523
Pinion Investment Advisors
Kansas
$4.28M +$218K +509 +5%
LJCM
3524
Lee Johnson Capital Management
Texas
$4.25M +$3.89M +9,109 +1,172%
MWM
3525
Massachusetts Wealth Management
Massachusetts
$4.25M +$105K +246 +3%
139 140
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