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Name Holding Trade Value Shares
Change 		Change in
Stake
KC
5151
Karras Company
Utah
$1.13M +$318K +760 +33%
MPIA
5152
Milestones Private Investment Advisors
New York
$1.12M -$1.28M -3,050 -50%
BAM
5153
Burkett Asset Management
$1.12M +$187K +447 +17%
O3W
5154
Omni 360 Wealth
New Jersey
$1.12M -$3.35K -8 -0.3%
PFM
5155
Peak Financial Management
Massachusetts
$1.11M -$598K -1,429 -32%
MWM
5156
MFG Wealth Management
Indiana
$1.11M -$894K -2,137 -42%
BOA
5157
Birnam Oak Advisors
New York
$1.11M -$1.26M -3,000 -50%
DLP
5158
De Lisle Partners
United Kingdom
$1.11M – – –
PCM
5159
Ping Capital Management
New York
$1.11M +$921K +2,200 +275%
CM
5160
CM Management
Florida
$1.11M +$1.26M +3,000 New
GCM
5161
Gallacher Capital Management
Colorado
$1.11M +$41K +98 +3%
AIP
5162
Alexis Investment Partners
Texas
$1.1M -$746K -1,783 -37%
RFA
5163
Reyes Financial Architecture
California
$1.1M -$92.9K -222 -7%
BF
5164
Blankinship & Foster
California
$1.1M -$13K -31 -1%
OC
5165
Optima Capital
Oregon
$1.1M +$43.9K +105 +4%
W
5166
WPWealth
Texas
$1.1M -$39.3K -94 -3%
PEWA
5167
Pacific Excel Wealth Advisors
California
$1.09M +$455K +1,087 +58%
DWM
5168
Dogwood Wealth Management
Kansas
$1.09M -$381K -911 -24%
FGG
5169
Financial Guidance Group
Florida
$1.09M -$89.1K -213 -7%
BWM
5170
Benson Wealth Management
Tennessee
$1.09M +$179K +428 +17%
NG
5171
Navigation Group
California
$1.09M +$1.23M +2,945 New
DG
5172
Diesslin Group
Texas
$1.09M +$418 +1 +0%
B
5173
Bedminster
South Carolina
$1.08M -$20.5K -49 -2%
IWB
5174
Innovative Wealth Building
Maryland
$1.08M +$24.7K +59 +2%
EP
5175
Ehrenkranz Partners
New York
$1.08M -$6.7K -16 -0.5%
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