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Name Holding Trade Value Shares
Change 		Change in
Stake
BF
5201
Brooklyn FI
New York
$232K +$219K +519 New
SL
5202
SWMG LLC
Texas
$229K +$217K +513 New
WFS
5203
Weitzel Financial Services
Iowa
$227K – – –
HEIP
5204
Hudson Edge Investment Partners
New Jersey
$226K -$298K -705 -58%
KPP
5205
Kings Path Partners
Texas
$223K +$211K +500 New
SGI
5206
Swan Global Investments
Colorado
$223K +$212K +501 New
BHWM
5207
Bay Harbor Wealth Management
Maryland
$222K -$1.69K -4 -0.8%
AA
5208
AF Advisors
California
$221K – – –
PPW
5209
PACK Private Wealth
Minnesota
$220K +$208K +493 New
SCM
5210
Stonehearth Capital Management
Massachusetts
$220K – – –
LFA
5211
Livelsberger Financial Advisory
Ohio
$214K +$202K +479 New
HWM
5212
HFR Wealth Management
New York
$213K -$5.07K -12 -2%
RC
5213
Rareview Capital
Nevada
$210K +$199K +471 New
HPC
5214
Hobart Private Capital
North Carolina
$210K +$198K +470 New
LPP
5215
Life Planning Partners
Florida
$210K +$198K +469 New
BFA
5216
Brown Financial Advisory
Alabama
$204K +$193K +456 New
AFG
5217
AFS Financial Group
Maryland
$203K -$185K -437 -49%
EFP
5218
Envision Financial Planning
Tennessee
$203K -$22.8K -54 -11%
GFA
5219
Grunden Financial Advisory
Texas
$203K +$191K +453 New
OFG
5220
OmniStar Financial Group
North Carolina
$202K +$191K +452 New
YAL
5221
Your Advocates Ltd
Texas
$202K -$49K -116 -20%
MGI
5222
MayTech Global Investments
New York
$200K +$189K +448 New
SWM
5223
Sanctuary Wealth Management
Idaho
$198K +$7.18K +17 +4%
DEM
5224
Disciplined Equity Management
Florida
$192K – – –
LIA
5225
Luken Investment Analytics
Tennessee
$185K – – –
207 208
209
210 211