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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
5126
Schubert & Co
Texas
$1.51M +$120K +240 +8%
BWP
5127
BlueStem Wealth Partners
Minnesota
$1.51M +$86.2K +172 +6%
TWA
5128
Tandem Wealth Advisors
Arizona
$1.5M +$239K +476 +18%
I2I
5129
Insight 2811 Inc
Illinois
$1.5M -$157K -313 -9%
ICM
5130
Ionic Capital Management
New York
$1.5M +$1.55M +3,100 New
HNH
5131
Hopwood Nicholas Hunter
$1.5M +$1.55M +3,099 New
JWM
5132
Johnson Wealth Management
North Dakota
$1.5M +$87.2K +174 +6%
CWA
5133
Capital Wealth Alliance
Arizona
$1.5M +$609K +1,216 +51%
BF
5134
Bonfire Financial
Colorado
$1.49M +$25.1K +50 +2%
DF
5135
Dedeker Financial
Minnesota
$1.49M +$1.55M +3,086 New
BPW
5136
BLVD Private Wealth
Kentucky
$1.49M -$41.6K -83 -3%
UFA
5137
Unify Financial Advisors
Florida
$1.49M +$1.54M +3,082 New
WG
5138
WMS Group
Louisiana
$1.49M +$1.55M +3,086 New
KWA
5139
Kondo Wealth Advisors
California
$1.49M -$1.5K -3 -0.1%
TMC
5140
Themes Management Co
Connecticut
$1.48M +$1.54M +3,070 New
TWM
5141
Trinity Wealth Management
Pennsylvania
$1.48M -$81.7K -163 -5%
CIR
5142
Clear Investment Research
Georgia
$1.48M -$584K -1,165 -28%
NCM
5143
Northwest Capital Management
Oregon
$1.48M -$5.08M -10,130 -77%
WWM
5144
Westwood Wealth Management
California
$1.48M -$10.9M -21,840 -88%
LWM
5145
Lionshead Wealth Management
New York
$1.48M +$39.6K +79 +3%
W
5146
WPWealth
Texas
$1.48M +$168K +335 +12%
CSI
5147
Clark & Stuart Inc
Maine
$1.48M – – –
AFP
5148
ATX Financial Planning
Texas
$1.48M +$1.53M +3,050 New
FFL
5149
Future Fund LLC
Illinois
$1.47M -$490K -977 -24%
VFM
5150
Vision Financial Markets
Connecticut
$1.47M +$30.1K +60 +2%
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