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Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
2151
Coppell Advisory Solutions
Texas
$337K -$29.4K -440 -8%
LF
2152
Lantz Financial
Illinois
$336K +$29.4K +440 +10%
FNWA
2153
Financial Network Wealth Advisors
Utah
$335K -$35.4K -530 -10%
QCIG
2154
Quad-Cities Investment Group
Iowa
$335K – – –
CFA
2155
Capstone Financial Advisors
Illinois
$334K +$3.34K +50 +1%
UBV
2156
United Bank (Virginia)
Virginia
$333K – – –
WE
2157
Wealth Effects
Massachusetts
$333K – – –
WG
2158
Wealth Group
North Carolina
$333K +$22.1K +330 +8%
SA
2159
Skyline Advisors
Washington
$333K -$3.34K -50 -1%
VCM
2160
Versant Capital Management
Arizona
$332K +$41.5K +620 +15%
PWP
2161
Perfromance Wealth Partners
Illinois
$332K +$313K +4,680 New
CPA
2162
Clear Point Advisors
New York
$331K +$11.4K +170 +4%
HAM
2163
Harmony Asset Management
Arizona
$330K -$6.69K -100 -2%
AWC
2164
Adamsbrown Wealth Consultants
Kansas
$330K +$311K +4,650 New
HCA
2165
Heck Capital Advisors
Wisconsin
$328K -$8.03K -120 -3%
MHR
2166
Matthew Hamilton Rosenberg
$328K +$20.1K +300 +7%
PA
2167
Prossimo Advisors
California
$328K – – –
LAM
2168
LifePro Asset Management
California
$328K +$309K +4,620 New
PBO
2169
Peoples Bank (Ohio)
Ohio
$328K -$2.67K -40 -0.9%
EIG
2170
Ellenbecker Investment Group
Wisconsin
$327K – – –
SRSA
2171
S.R. Schill & Associates
Washington
$326K -$892K -13,340 -74%
OPWM
2172
Oxinas Partners Wealth Management
Indiana
$326K -$24.1K -360 -7%
FDS
2173
First Dallas Securities
Texas
$326K +$308K +4,600 New
SAF
2174
Smith Anglin Financial
Texas
$324K +$67.5K +1,010 +28%
CWP
2175
Core Wealth Partners
California
$324K – – –
85 86
87
88 89