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Name Holding Trade Value Shares
Change 		Change in
Stake
FI
5201
FIDELIS iM
Oregon
$1.05M +$210K +502 +21%
MFG
5202
Mustico Financial Group
New York
$1.05M +$185K +441 +22%
AAMC
5203
Asset Allocation & Management Company
Illinois
$1.05M – – –
SFP
5204
SwitchPoint Financial Planning
Utah
$1.05M -$64.9K -155 -5%
FWMM
5205
Foundation Wealth Management (Missouri)
Missouri
$1.05M -$217K -518 -15%
CCA
5206
Conservest Capital Advisors
Pennsylvania
$1.05M -$2.09K -5 -0.2%
KWA
5207
Kondo Wealth Advisors
California
$1.05M -$105K -251 -8%
VPWA
5208
Vestia Personal Wealth Advisors
Indiana
$1.04M -$38.1K -91 -3%
LC
5209
Lavelle Capital
California
$1.04M +$28.9K +69 +3%
KIA
5210
Kraematon Investment Advisors
Massachusetts
$1.04M -$85.8K -205 -7%
EFN
5211
Equita Financial Network
Pennsylvania
$1.04M -$34.7K -83 -3%
BFWM
5212
Bright Futures Wealth Management
New York
$1.04M +$55.2K +132 +5%
TFG
5213
Tilson Financial Group
New Jersey
$1.04M +$1.25K +3 +0.1%
SAFS
5214
S&A Financial Services
Kansas
$1.04M +$1.17M +2,807 New
PWM
5215
Penobscot Wealth Management
Maine
$1.04M +$13.8K +33 +1%
ACA
5216
American Capital Advisory
Idaho
$1.04M +$34.7K +83 +3%
HIA
5217
Harvest Investment Advisors
Florida
$1.04M -$39.8K -95 -3%
BAM
5218
Bosun Asset Management
Illinois
$1.04M – – –
PCM
5219
Presidio Capital Management
California
$1.04M +$20.9K +50 +2%
ACM
5220
Arlington Capital Management
Illinois
$1.03M -$19.7K -47 -2%
EWP
5221
E-Wealth Partners
Minnesota
$1.03M +$374K +893 +47%
CC
5222
Climber Capital
Switzerland
$1.03M +$607K +1,451 +108%
JE
5223
JMAC Enterprises
Pennsylvania
$1.03M – – –
GC
5224
GatePass Capital
Ohio
$1.03M +$268K +641 +30%
IWA
5225
Integrity Wealth Advisors
California
$1.03M +$272K +649 +30%
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