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Name Holding Trade Value Shares
Change 		Change in
Stake
HHRDM
5226
H&H Retirement Design & Management
Nevada
$1.36M +$120K +239 +8%
SC
5227
Soundwatch Capital
Connecticut
$1.36M -$57.1K -114 -4%
AWA
5228
Alaska Wealth Advisors
Alaska
$1.36M +$85.7K +171 +6%
2WWM
5229
21 West Wealth Management
California
$1.36M -$17.5K -35 -1%
TFG
5230
Tilson Financial Group
New Jersey
$1.36M -$1.5K -3 -0.1%
KWM
5231
Kassira Wealth Management
Tennessee
$1.36M +$180K +360 +15%
RIA
5232
Richwood Investment Advisors
Ohio
$1.36M -$45.6K -91 -3%
FEG
5233
Financial Enhancement Group
Indiana
$1.36M +$18K +36 +1%
BAM
5234
Bosun Asset Management
Illinois
$1.35M – – –
SRCM
5235
Signature Resources Capital Management
California
$1.35M +$34.6K +69 +3%
E
5236
Entelevest
Florida
$1.35M +$1.4M +2,797 New
PL
5237
PeakShares LLC
Florida
$1.35M +$1.4M +2,789 New
SWM
5238
Seaside Wealth Management
California
$1.35M -$58.6K -117 -4%
AWA
5239
A4 Wealth Advisors
North Carolina
$1.35M -$912K -1,820 -40%
JE
5240
JMAC Enterprises
Pennsylvania
$1.35M – – –
PIA
5241
Pollock Investment Advisors
Michigan
$1.34M -$12.5K -25 -0.9%
MLRA
5242
Main Line Retirement Advisors
Montana
$1.34M +$1.5K +3 +0.1%
AG
5243
ASO Group
$1.34M +$1.39M +2,776 New
SEA
5244
Stegent Equity Advisors
Texas
$1.34M -$44.1K -88 -3%
IW
5245
Instrumental Wealth
Florida
$1.34M -$90.7K -181 -5%
PWM
5246
Penobscot Wealth Management
Maine
$1.34M +$46.1K +92 +3%
CCP
5247
Cushing Capital Partners
Wisconsin
$1.34M -$84.2K -168 -6%
EWM
5248
Echo Wealth Management
Minnesota
$1.34M -$166K -332 -11%
PJWM
5249
Philip James Wealth Mangement
Georgia
$1.33M +$48.6K +97 +4%
LC
5250
Lavelle Capital
California
$1.33M +$1.38M +2,753 New
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