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Name Holding Trade Value Shares
Change 		Change in
Stake
TPBG
4926
Turning Point Benefit Group
Maryland
$1.4M +$60.7K +145 +4%
AIC
4927
Argus Investors Counsel
New York
$1.4M -$142K -340 -8%
MAG
4928
Mayfair Advisory Group
Alabama
$1.4M -$111K -265 -7%
PCP
4929
Pacific Capital Partners
$1.39M +$1.58M +3,767 New
CWA
4930
Capital Wealth Alliance
Arizona
$1.39M +$56.1K +134 +4%
T
4931
Tidemark
California
$1.39M +$244K +582 +18%
LAM
4932
Lifestyle Asset Management
Texas
$1.38M +$154K +369 +11%
SP
4933
Sequent Planning
Nebraska
$1.38M +$10.5K +25 +0.7%
BWP
4934
BlueStem Wealth Partners
Minnesota
$1.38M +$255K +609 +20%
SPI
4935
Santori & Peters Inc
Pennsylvania
$1.38M -$108K -259 -6%
AWM
4936
AAF Wealth Management
Massachusetts
$1.38M +$47.3K +113 +3%
JTF
4937
J. Team Financial
Texas
$1.38M -$730K -1,745 -32%
HFS
4938
Horizon Financial Services
North Carolina
$1.38M +$639K +1,528 +70%
PAG
4939
Paladin Advisory Group
Iowa
$1.38M – – –
GWM
4940
Greenhouse Wealth Management
Connecticut
$1.37M -$51.5K -123 -3%
AWP
4941
Astra Wealth Partners
New Jersey
$1.37M -$217K -519 -12%
OFP
4942
OFC Financial Planning
New Jersey
$1.37M +$154K +368 +11%
LWA
4943
LifeGoal Wealth Advisors
New York
$1.37M +$638K +1,525 +70%
KL
4944
KilterHowling LLC
Colorado
$1.37M +$187K +446 +14%
CJ
4945
Caitlin John
Michigan
$1.37M -$47.3K -113 -3%
MWA
4946
Madson Wealth Advisors
California
$1.37M +$1.55M +3,701 New
AWM
4947
Athena Wealth Management
Nevada
$1.37M +$584K +1,396 +61%
OWM
4948
Omnitrust Wealth Management
Florida
$1.37M -$131K -312 -8%
HP
4949
Haven Private
Florida
$1.37M -$189K -451 -11%
TWP
4950
Tower Wealth Partners
Pennsylvania
$1.37M +$312K +745 +25%
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198
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