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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3551
Partnership Wealth Management
Maryland
$4.21M +$1.36M +3,217 +52%
FWM
3552
Focused Wealth Management
New York
$4.21M – – –
AWAP
3553
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$4.21M -$18.6K -44 -0.5%
OWA
3554
Opal Wealth Advisors
New York
$4.2M -$328K -777 -8%
FAM
3555
Flaharty Asset Management
Florida
$4.2M -$10.6K -25 -0.3%
HP
3556
HT Partners
Connecticut
$4.19M -$13.9K -33 -0.4%
BSG
3557
Black Swift Group
Colorado
$4.18M +$857K +2,029 +28%
AR
3558
Apeiron RIA
Texas
$4.18M +$4.65K +11 +0.1%
AWM
3559
Accel Wealth Management
Iowa
$4.17M +$968K +2,292 +33%
PFP
3560
Paragon Financial Partners
California
$4.17M -$30.4K -72 -0.8%
IWM
3561
Iams Wealth Management
Nebraska
$4.17M +$614K +1,453 +18%
EIP
3562
Ellis Investment Partners
Pennsylvania
$4.16M +$269K +636 +7%
TCM
3563
Tributary Capital Management
Nebraska
$4.16M -$150K -355 -4%
CFO
3564
Capitol Family Office
Oregon
$4.16M -$143K -339 -4%
WG
3565
Winton Group
United Kingdom
$4.16M +$3.93M +9,297 New
PBO
3566
Peoples Bank (Ohio)
Ohio
$4.15M +$621K +1,470 +19%
MFGM
3567
Marshall Financial Group (Maryland)
Maryland
$4.15M -$22.4K -53 -0.6%
ACM
3568
Advance Capital Management
Michigan
$4.15M -$144K -340 -4%
ADIM
3569
Alpha DNA Investment Management
Maryland
$4.14M -$2.62M -6,192 -40%
ML
3570
Mayport LLC
Massachusetts
$4.13M -$17.7K -42 -0.5%
RWI
3571
Red Wave Investments
Pennsylvania
$4.13M +$845 +2 +0%
TIM
3572
Tortoise Investment Management
New York
$4.13M +$151K +358 +4%
SWMP
3573
Signature Wealth Management Partners
New Jersey
$4.13M +$101K +239 +3%
BWCS
3574
Beirne Wealth Consulting Services
Connecticut
$4.12M – – –
CSI
3575
Cross Staff Investments
New York
$4.1M +$8.45K +20 +0.2%
141 142
143
144 145