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Name Holding Trade Value Shares
Change 		Change in
Stake
JHCP
2501
Jackson Hole Capital Partners
Oklahoma
$265K -$147K -10,000 -36%
IWN
2502
Independent Wealth Network
Iowa
$265K +$266K +18,110 New
WWG
2503
West Wealth Group
California
$264K -$9.24K -630 -3%
SFP
2504
Sandbox Financial Partners
Maryland
$264K -$11.9K -810 -4%
PBO
2505
Peoples Bank (Ohio)
Ohio
$264K -$2.05K -140 -0.8%
PPWM
2506
Paragon Private Wealth Management
Kentucky
$263K – – –
MAM
2507
MMA Asset Management
Pennsylvania
$263K +$4.55K +310 +2%
WB
2508
West Bancorporation
Iowa
$263K -$8.21K -560 -3%
MFT
2509
Moisand Fitzgerald Tamayo
Florida
$263K +$78.3K +5,340 +42%
FFA
2510
Fi3 Financial Advisors
Indiana
$262K +$263K +17,960 New
IAG
2511
Investment Advisory Group
Massachusetts
$262K -$44K -3,000 -14%
CWP
2512
Curated Wealth Partners
California
$262K +$263K +17,910 New
ACM
2513
Advance Capital Management
Michigan
$262K -$20.5K -1,400 -7%
SC
2514
Seldon Capital
California
$261K – – –
CYG
2515
Clean Yield Group
Vermont
$260K -$8.21K -560 -3%
RIM
2516
Regent Investment Management
Kentucky
$260K – – –
BBP
2517
Banco BTG Pactual
Brazil
$260K +$261K +17,790 New
PFA
2518
Pathway Financial Advisers
Indiana
$260K +$261K +17,780 New
WRPWM
2519
Werba Rubin Papier Wealth Management
California
$259K +$260K +17,760 New
FA
2520
Fountainhead AM
New Jersey
$259K +$260K +17,700 New
FBC
2521
Fairfield, Bush & Co
Connecticut
$259K -$132K -9,000 -34%
BAM
2522
Brave Asset Management
New Jersey
$258K – – –
FAN
2523
Financial Advisors Network
California
$258K +$7.63K +520 +3%
TWM
2524
Tanager Wealth Management
United Kingdom
$258K +$259K +17,660 New
APWA
2525
Atlas Private Wealth Advisors
New Jersey
$258K -$23K -1,570 -8%
99 100
101
102 103