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Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
4776
LeClair Wealth Partners
Ohio
$1.6M -$3.6M -8,608 -67%
BWAM
4777
Blue Water Asset Management
Michigan
$1.6M -$124K -297 -6%
CA
4778
Crane Advisory
California
$1.6M -$128K -305 -7%
CMA
4779
Cedar Mountain Advisors
Oregon
$1.59M -$96.2K -230 -5%
KA
4780
Kearns & Associates
California
$1.59M – – –
PWA
4781
Portus Wealth Advisors
North Carolina
$1.59M -$339K -809 -16%
AF
4782
Abound Financial
California
$1.59M -$161K -385 -8%
FWA
4783
Flagship Wealth Advisors
Massachusetts
$1.58M -$909K -2,173 -41%
NFG
4784
Norris Financial Group
South Carolina
$1.58M +$63.6K +152 +4%
GJIA
4785
Glass Jacobson Investment Advisors
Maryland
$1.58M +$36.4K +87 +2%
KFP
4786
Keener Financial Planning
Texas
$1.58M +$205K +490 +13%
BIA
4787
BHK Investment Advisors
Alabama
$1.58M +$103K +246 +6%
GP
4788
Gridiron Partners
Pennsylvania
$1.58M – – –
SFP
4789
Strategic Financial Partners
Oregon
$1.58M -$7.53K -18 -0.4%
GL
4790
Gerber LLC
Ohio
$1.58M +$15.1K +36 +0.9%
SI
4791
Severin Investments
Missouri
$1.57M -$14.2K -34 -0.8%
SA
4792
Sonoma Allocations
California
$1.57M -$196K -468 -10%
BWG
4793
Beta Wealth Group
California
$1.57M -$177K -424 -9%
BHPW
4794
Box Hill Private Wealth
Arizona
$1.57M -$7.11K -17 -0.4%
IWAO
4795
Independence Wealth Advisors (Ohio)
Ohio
$1.57M +$173K +413 +11%
HGA
4796
Hobbs Group Advisors
South Carolina
$1.57M -$67.4K -161 -4%
VPF
4797
Vantage Point Financial
Illinois
$1.57M -$303K -724 -15%
OPWM
4798
Oregon Pacific Wealth Management
Oregon
$1.57M +$201K +481 +13%
CCA
4799
Coign Capital Advisors
Utah
$1.57M +$299K +714 +20%
KLI
4800
Kelman-Lazarov Inc
Tennessee
$1.57M -$343K -819 -16%
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