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Name Holding Trade Value Shares
Change 		Change in
Stake
PFP
4101
Paragon Financial Partners
California
$3.71M +$1.5K +3 +0%
MEAC
4102
M.E. Allison & Co
Texas
$3.71M +$12.5K +25 +0.3%
SFS
4103
Symphony Financial Services
Ohio
$3.71M +$41.1K +82 +1%
BWM
4104
Bluebird Wealth Management
Massachusetts
$3.71M +$3.85M +7,674 New
RIS
4105
Richmond Investment Services
Wisconsin
$3.7M -$13.5K -27 -0.4%
TS
4106
TradeWell Securities
Indiana
$3.7M +$167K +333 +5%
BWM
4107
BAM Wealth Management
Colorado
$3.7M +$6.51K +13 +0.2%
CWA
4108
Cascade Wealth Advisors
Washington
$3.69M – – –
IAP
4109
Indie Asset Partners
Indiana
$3.69M +$129K +257 +3%
RB
4110
Renasant Bank
Mississippi
$3.69M -$398K -795 -9%
AWM
4111
Abound Wealth Management
Tennessee
$3.68M +$735K +1,467 +24%
TCM
4112
TruNorth Capital Management
Michigan
$3.68M +$1.08M +2,158 +40%
SFGM
4113
Stonebridge Financial Group (Missouri)
Missouri
$3.68M +$3.82M +7,614 New
NEWAS
4114
N.E.W. Advisory Services
Wisconsin
$3.68M +$620K +1,238 +19%
JF
4115
JMN Financial
Ohio
$3.67M +$3.81M +7,597 New
LBC
4116
Leigh Baldwin & Co
New York
$3.67M +$6.01K +12 +0.2%
PCMNC
4117
Piedmont Capital Management (North Carolina)
North Carolina
$3.67M +$3.81M +7,594 New
HKIMG
4118
Hutchens & Kramer Investment Management Group
Indiana
$3.67M -$63.6K -127 -2%
TCPW
4119
Twin City Private Wealth
North Carolina
$3.67M +$179K +357 +5%
PWM
4120
Peck Wealth Management
New York
$3.66M -$35.1K -70 -0.9%
WPW
4121
Watershed Private Wealth
Illinois
$3.66M +$1.18M +2,352 +45%
LCG
4122
Lynx Capital Group
Ohio
$3.66M -$15K -30 -0.4%
KWM
4123
KW Wealth Management
California
$3.65M +$48.6K +97 +1%
CPL
4124
Corecam Pte Ltd
$3.65M +$3.78M +7,545 New
AWA
4125
Amplius Wealth Advisors
Pennsylvania
$3.65M -$117K -233 -3%
163 164
165
166 167