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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
2326
Sightline Wealth Advisors
Connecticut
$507K – – –
OWP
2327
ORG Wealth Partners
Texas
$506K -$67.2K -763 -10%
IAS
2328
Integrity Advisory Solutions
Texas
$505K +$312K +3,538 +100%
OWA
2329
One Wealth Advisors
California
$504K -$337K -3,829 -35%
FOA
2330
Five Oceans Advisors
California
$504K -$17.9K -203 -3%
JDLA
2331
J. Derek Lewis & Associates
California
$503K -$440 -5 -0.1%
BHPW
2332
Beverly Hills Private Wealth
California
$503K -$193K -2,188 -24%
6F
2333
626 Financial
Michigan
$503K -$21.5K -244 -3%
EFN
2334
Equita Financial Network
Pennsylvania
$500K -$10.5K -119 -2%
SFC
2335
SYM Financial Corp
Indiana
$500K -$168K -1,911 -21%
MGM
2336
Miura Global Management
New York
$500K – – –
TCM
2337
Tufton Capital Management
Maryland
$499K – – –
CPWM
2338
Cypress Point Wealth Management
Texas
$499K -$218K -2,471 -26%
JF
2339
JMN Financial
Ohio
$497K -$5.02K -57 -0.8%
SFS
2340
Stiles Financial Services
Minnesota
$496K +$28.1K +319 +5%
SFS
2341
Symphony Financial Services
Ohio
$495K -$44K -500 -7%
LWM
2342
Liberty Wealth Management
California
$494K – – –
SCM
2343
Sterneck Capital Management
Missouri
$494K +$114K +1,300 +23%
OL
2344
one8zero8 LLC
North Carolina
$493K +$79.3K +900 +15%
QCIG
2345
Quad-Cities Investment Group
Iowa
$492K -$1.58K -18 -0.3%
KF
2346
Ketron Financial
California
$492K -$62.5K -710 -9%
CA
2347
Calton & Associates
Florida
$491K -$110K -1,252 -15%
WWM
2348
Walser Wealth Management
Florida
$490K +$144K +1,640 +31%
BFWA
2349
Benchmark Financial Wealth Advisors
Florida
$490K +$129K +1,470 +27%
HBT
2350
Hills Bank & Trust
Iowa
$489K +$132K +1,498 +28%
92 93
94
95 96