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Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
951
Prospect Financial Services
New York
$235K -$22.1K -101 -10%
PIA
952
Prakash Investment Advisors
Massachusetts
$233K +$208K +950 New
SWM
953
Spire Wealth Management
Virginia
$232K +$15.3K +70 +8%
BBWA
954
Bell & Brown Wealth Advisors
California
$232K +$207K +945 New
CWMA
955
Capstone Wealth Management (Alabama)
Alabama
$231K +$206K +943 New
FCP
956
Fidelis Capital Partners
Florida
$230K +$205K +938 New
SBFM
957
S-Bank Fund Management
Finland
$230K +$205K +936 New
BCA
958
Bay Colony Advisors
Massachusetts
$230K +$205K +936 New
GC
959
Guidance Capital
Kentucky
$228K +$1.31K +6 +0.7%
ICP
960
Interchange Capital Partners
Pennsylvania
$228K +$203K +929 New
MA
961
MW Advisory
Georgia
$227K +$203K +927 New
NB
962
Nicolet Bankshares
Wisconsin
$227K +$201K +917 New
AWM
963
Angeles Wealth Management
California
$226K +$201K +920 New
EWP
964
Equity Wealth Partners
Missouri
$225K +$201K +919 New
SSA
965
South Street Advisors
New York
$225K +$201K +918 New
TP
966
TritonPoint Partners
Maryland
$224K +$200K +915 New
IIL
967
Income Insurance Ltd
$224K +$200K +915 New
MWM
968
Modern Wealth Management
Kansas
$221K +$197K +902 New
LIA
969
Lynx Investment Advisory
District of Columbia
$221K +$197K +900 New
SPM
970
Symmetry Peak Management
Pennsylvania
$221K +$197K +900 New
MA
971
MSA Advisors
California
$220K – – –
CI
972
Corient IA
Florida
$218K – – –
TWM
973
Tripletail Wealth Management
Florida
$218K – – –
CRWM
974
Castle Rock Wealth Management
California
$217K -$2.68M -12,269 -93%
BHIA
975
Birch Hill Investment Advisors
Massachusetts
$217K +$194K +885 New
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