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Name Holding Trade Value Shares
Change 		Change in
Stake
FSBI
4251
Fearless Solutions (Best Invest)
Texas
$2.45M +$31K +74 +1%
MM
4252
Meridian Management
Arkansas
$2.45M +$2.55M +6,087 +1,136%
KWA
4253
Kellett Wealth Advisors
Ohio
$2.45M -$344K -823 -11%
PIP
4254
Philadelphia Investment Partners
New Jersey
$2.45M +$2.77M +6,611 New
CPWM
4255
Cypress Point Wealth Management
Texas
$2.44M +$2M +4,777 +263%
DP
4256
Denver PWM
Colorado
$2.44M -$136K -324 -5%
S
4257
SharpePoint
Arizona
$2.44M +$739K +1,767 +37%
AL
4258
ADE LLC
Maryland
$2.44M -$43.1K -103 -2%
FF
4259
Francis Financial
$2.43M -$67.8K -162 -2%
JBC
4260
Jefferson Bridge Capital
Tennessee
$2.43M -$25.5K -61 -0.9%
IWA
4261
Inspirion Wealth Advisors
Illinois
$2.43M +$282K +673 +11%
SB
4262
Sunflower Bank
Texas
$2.43M -$299K -715 -10%
CFG
4263
Carter Financial Group
Illinois
$2.43M -$164K -392 -6%
KA
4264
KDT Advisors
New York
$2.43M -$700K -1,672 -20%
CHA
4265
Cooper/Haims Advisors
New York
$2.43M -$220K -525 -7%
VWM
4266
Vivid Wealth Management
Iowa
$2.42M +$73.2K +175 +3%
PIA
4267
Prakash Investment Advisors
Massachusetts
$2.42M -$209K -500 -7%
DF
4268
DecisionPoint Financial
Arizona
$2.42M +$18K +43 +0.7%
PWMA
4269
Pension & Wealth Management Advisors
Massachusetts
$2.42M +$108K +257 +4%
KLCM
4270
KG&L Capital Management
Louisiana
$2.42M -$9.83M -23,500 -78%
TWPM
4271
Total Wealth Planning & Management
Florida
$2.42M +$41.8K +100 +2%
PA
4272
PSI Advisors
Florida
$2.41M +$70.3K +168 +3%
MP
4273
Moment Partners
California
$2.41M -$56.1K -134 -2%
AWS
4274
Aspen Wealth Strategies
Colorado
$2.41M +$75.3K +180 +3%
SEP
4275
Signature Equity Partners
Ohio
$2.41M +$257K +613 +10%
169 170
171
172 173