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Name Holding Trade Value Shares
Change 		Change in
Stake
KGP
5201
Keystone Global Partners
Colorado
$1.03M +$510 +1 +0.1%
NWM
5202
Napa Wealth Management
California
$1.03M +$72.4K +142 +8%
HCC
5203
Hirtle Callaghan & Co
Pennsylvania
$1.03M -$613K -1,202 -38%
PA
5204
Prossimo Advisors
California
$1.03M -$9.14M -17,923 -90%
AI
5205
Axecap Investments
Ohio
$1.03M -$6.12K -12 -0.6%
JSA
5206
Jim Saulnier & Associates
Colorado
$1.02M +$100K +197 +11%
BHWA
5207
Beacon Harbor Wealth Advisors
Virginia
$1.02M -$5.1K -10 -0.5%
VWM
5208
Vermillion Wealth Management
Minnesota
$1.02M +$18.4K +36 +2%
BCI
5209
Blue Capital Inc
Nebraska
$1.02M -$26.5K -52 -3%
FFP
5210
Forbes Financial Planning
Rhode Island
$1.02M +$63.8K +125 +7%
AWM
5211
Alterna Wealth Management
Texas
$1.01M -$578K -1,134 -37%
CI
5212
Ceera Investments
Texas
$1.01M – – –
ETS
5213
ESL Trust Services
New York
$1M +$66.8K +131 +7%
ATI
5214
ARK & TLK Investments
Oklahoma
$1M +$10.2K +20 +1%
HPCM
5215
Hunter Perkins Capital Management
Illinois
$1M -$51K -100 -5%
BFA
5216
Bright Financial Advisors
Michigan
$1M +$486K +952 +97%
BAWM
5217
Bennett Associates Wealth Management
Pennsylvania
$1M +$93.4K +183 +10%
MFN
5218
Midwest Financial Network
Illinois
$999K +$159K +312 +19%
CPA
5219
Compass Planning Associates
Massachusetts
$998K +$1.53K +3 +0.2%
PP
5220
PFS Partners
New Jersey
$997K +$7.14K +14 +0.7%
EWM
5221
Evolution Wealth Management
Florida
$996K -$3.57K -7 -0.4%
CA
5222
Cresta Advisors
Texas
$996K – – –
PWM
5223
Puff Wealth Management
New Jersey
$995K -$10.7K -21 -1%
HAP
5224
Harbor Asset Planning
Massachusetts
$994K – – –
KSWA
5225
Kathleen S. Wright Associates
Pennsylvania
$992K +$6.12K +12 +0.6%
207 208
209
210 211