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Name Holding Trade Value Shares
Change 		Change in
Stake
BBWP
5676
Beacon Bridge Wealth Partners
Pennsylvania
$580K -$9.62K -23 -1%
LWM
5677
Luminvest Wealth Management
Arizona
$578K – – –
NLWP
5678
Next Level Wealth Planning
Idaho
$578K +$63.6K +152 +11%
FF
5679
Fortitude Financial
Washington
$578K -$5.44K -13 -0.8%
DTL
5680
Dynamic Technology Lab
Singapore
$578K -$209K -499 -24%
FPCG
5681
Forum Private Client Group
Indiana
$576K +$113K +270 +21%
OWA
5682
OakTrust Wealth Advisors
Connecticut
$576K +$72.4K +173 +13%
SSG
5683
Summit Securities Group
New York
$574K -$4.39M -10,502 -87%
FIA
5684
FNY Investment Advisers
New York
$573K +$649K +1,550 New
RCWM
5685
Red Crane Wealth Management
California
$571K +$22.2K +53 +4%
CWP
5686
Clark Wealth Partners
Illinois
$569K -$49K -117 -7%
FIA
5687
FPC Investment Advisory
California
$568K – – –
EFP
5688
EnRich Financial Partners
Wisconsin
$568K – – –
WIC
5689
Whitegate Investment Counselors
New Hampshire
$568K +$1.25K +3 +0.2%
BSWM
5690
Boston Standard Wealth Management
Massachusetts
$566K +$13.8K +33 +2%
BCG
5691
Bravias Capital Group
New Jersey
$566K -$123K -293 -16%
BA
5692
BCM Advisors
Louisiana
$565K -$47.3K -113 -8%
CWM
5693
Core Wealth Management
Florida
$565K +$14.2K +34 +2%
MS
5694
Monetary Solutions
Ohio
$564K +$78.2K +187 +14%
NPI
5695
New Perspectives Inc
Mississippi
$564K +$418 +1 +0.1%
AWMI
5696
Aegis Wealth Management (Iowa)
Iowa
$563K +$61.5K +147 +11%
OA
5697
Oceanside Advisors
South Carolina
$563K +$40.6K +97 +7%
FWP
5698
Family Wealth Partners
North Carolina
$561K +$285K +680 +81%
CPA
5699
Compass Planning Associates
Massachusetts
$560K +$1.25K +3 +0.2%
MF
5700
Midwestern Financial
Iowa
$560K +$138K +329 +28%
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228
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