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Name Holding Trade Value Shares
Change 		Change in
Stake
BFWA
3551
Benchmark Financial Wealth Advisors
Florida
$4.1M -$345K -845 -7%
PHWM
3552
Pine Harbor Wealth Management
Maryland
$4.1M -$95.8K -235 -2%
BCM
3553
Brookmont Capital Management
Texas
$4.1M -$203K -497 -4%
RF
3554
Robinswood Financial
Washington
$4.1M +$113K +277 +3%
AWA
3555
Alta Wealth Advisors
Massachusetts
$4.09M +$30.2K +74 +0.7%
CIA
3556
Cladis Investment Advisory
Montana
$4.09M +$274K +672 +7%
MSCM
3557
McElhenny Sheffield Capital Management
Texas
$4.09M -$8.15K -20 -0.2%
RIM
3558
RW Investment Management
Idaho
$4.08M +$54.2K +133 +1%
CWI
3559
Conscious Wealth Investments
Florida
$4.08M +$899K +2,204 +31%
SFG
3560
Shum Financial Group
California
$4.08M +$129K +317 +3%
PG
3561
Proffitt & Goodson
Tennessee
$4.08M -$41.6K -102 -0.9%
CFG
3562
Carr Financial Group
Massachusetts
$4.08M -$424K -1,039 -9%
CL
3563
CLG LLC
California
$4.08M +$7.34K +18 +0.2%
WPW
3564
Warther Private Wealth
Ohio
$4.08M -$3.75M -9,204 -46%
GA
3565
Goldstein Advisors
Wisconsin
$4.08M +$88.9K +218 +2%
DS
3566
Dudley & Shanley
Florida
$4.07M -$285K -700 -6%
LW
3567
Libra Wealth
California
$4.07M +$349K +855 +9%
TAM
3568
Titleist Asset Management
Texas
$4.07M -$319K -783 -7%
FA
3569
Fountainhead AM
New Jersey
$4.07M +$1.33M +3,272 +43%
PH
3570
Pinnacle Holdings
Oklahoma
$4.07M -$256K -628 -5%
SPA
3571
Sentinel Pension Advisors
Massachusetts
$4.06M +$9.79K +24 +0.2%
TT
3572
TI-Trust
Illinois
$4.06M – – –
CCG
3573
Coastwise Capital Group
California
$4.06M +$1M +2,461 +29%
DFG
3574
Delphi Financial Group
Delaware
$4.05M – – –
IIL
3575
Insight Inv LLC
California
$4.05M +$16.1M +39,605 +376%
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