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Name Holding Trade Value Shares
Change 		Change in
Stake
FIB
1776
First Interstate Bank
Montana
$845K -$392 -1 -0%
KFG
1777
Kingdom Financial Group
Arizona
$845K +$185K +471 +23%
LAS
1778
Lloyd Advisory Services
Georgia
$845K +$979K +2,500 New
AWM
1779
Apex Wealth Management
New Hampshire
$843K +$978K +2,496 New
SSC
1780
Syverson Strege & Co
Iowa
$842K +$132K +338 +16%
CAWM
1781
Capital Advisors Wealth Management
Washington
$841K -$388K -991 -28%
IA
1782
Insight Advisors
Pennsylvania
$841K +$1.57K +4 +0.2%
RA
1783
Rise Advisors
New York
$840K +$32.9K +84 +4%
CF
1784
Carlson Financial
Oregon
$840K +$187K +477 +24%
AMM
1785
American Money Management
California
$838K +$3.13K +8 +0.3%
IF
1786
Intrua Financial
Texas
$838K +$137K +350 +16%
SWGC
1787
Summit Wealth Group (Colorado)
Colorado
$838K +$294K +750 +43%
DOA
1788
D'Orazio & Associates
Virginia
$837K +$38.4K +98 +4%
TA
1789
Tactive Advisors
Florida
$836K +$70.1K +179 +8%
RZH
1790
Relyea Zuckerberg Hanson
Connecticut
$833K +$29.4K +75 +3%
AWP
1791
Abacus Wealth Partners
California
$833K +$539K +1,375 +126%
PP
1792
Patron Partners
Texas
$833K +$570K +1,456 +144%
FWA
1793
FSM Wealth Advisors
Ohio
$833K +$305K +778 +46%
SMA
1794
Seven Mile Advisory
New Jersey
$833K -$165K -421 -15%
QWM
1795
Quadcap Wealth Management
Texas
$832K +$283K +723 +42%
CA
1796
Carson Advisory
Georgia
$832K -$1.12M -2,855 -54%
SAI
1797
Systematic Alpha Investments
New Jersey
$831K – – –
PAS
1798
PKS Advisory Services
New York
$830K -$69.3K -177 -7%
APM
1799
a16z Perennial Management
California
$830K -$87.7K -224 -8%
GIM
1800
Guardian Investment Management
California
$828K -$186K -474 -16%
70 71
72
73 74