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Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
3526
Source Financial Advisors
New York
$2.25M -$235K -726 -10%
EBWM
3527
Eagle Bluffs Wealth Management
Missouri
$2.25M +$2.16M +6,677 New
MF
3528
Meridian Financial
Massachusetts
$2.25M +$2.16M +6,676 New
CCA
3529
Clearwater Capital Advisors
Illinois
$2.25M -$39.9K -123 -2%
CWM
3530
Cedar Wealth Management
California
$2.24M +$212K +654 +11%
NA
3531
Navellier & Associates
Nevada
$2.24M -$47.3K -146 -2%
SWM
3532
Selective Wealth Management
Virginia
$2.24M +$11.3K +35 +0.5%
NRW
3533
Nova R Wealth
Kansas
$2.24M +$2.16M +6,647 New
BEW
3534
Burton Enright Welch
California
$2.24M +$2.16M +6,647 New
PA
3535
Parkside Advisors
California
$2.23M -$28.2K -87 -1%
AWA
3536
ARQ Wealth Advisors
Arizona
$2.23M -$100K -309 -4%
F
3537
F3Logic
Minnesota
$2.22M +$88.2K +272 +4%
BMCM
3538
Burns Matteson Capital Management
New York
$2.22M +$75.2K +232 +4%
SWRP
3539
Summit Wealth & Retirement Planning
California
$2.22M -$70.4K -217 -3%
OWM
3540
Orgel Wealth Management
Wisconsin
$2.22M +$191K +590 +10%
SIS
3541
Sound Income Strategies
Florida
$2.22M +$90.1K +278 +4%
CA
3542
Claris Advisors
Missouri
$2.22M +$2.14M +6,593 New
CWA
3543
Clarity Wealth Advisors
California
$2.21M -$34.4K -106 -2%
HFS
3544
Heritage Financial Services
Massachusetts
$2.21M +$2.13M +6,557 New
WCBA
3545
Weaver C. Barksdale & Associates
Tennessee
$2.2M +$2.12M +6,553 New
CA
3546
Cortland Associates
Missouri
$2.2M -$86.2K -266 -4%
TCB
3547
Texas Capital Bancshares
Texas
$2.2M -$2.92K -9 -0.1%
FWA
3548
FOCUS Wealth Advisors
Texas
$2.2M +$56.7K +175 +3%
IIM
3549
Ironwood Investment Management
Massachusetts
$2.18M +$8.11K +25 +0.4%
NL
3550
Navalign LLC
California
$2.18M -$46K -142 -2%
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142
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