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Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
3326
Beaird Harris Wealth Management
Texas
$4.32M -$74.5K -406 -2%
RA
3327
Rise Advisors
New York
$4.32M -$29.9K -163 -0.7%
AF
3328
Atala Financial
California
$4.3M +$74.3K +405 +2%
FWP
3329
Flatrock Wealth Partners
California
$4.3M -$385K -2,101 -8%
RFA
3330
Register Financial Advisors
Georgia
$4.3M +$975K +5,312 +27%
BONST
3331
Bank of Nova Scotia Trust
Ontario, Canada
$4.3M +$887K +4,834 +24%
CCM
3332
Cox Capital Management
Massachusetts
$4.29M +$2.47M +13,437 +120%
SIG
3333
Spinnaker Investment Group
California
$4.29M -$243K -1,327 -5%
SCA
3334
Sandy Cove Advisors
Massachusetts
$4.29M +$167K +910 +4%
AWG
3335
Altus Wealth Group
Colorado
$4.29M +$50.6K +276 +1%
SSC
3336
Syverson Strege & Co
Iowa
$4.28M +$386K +2,105 +9%
PFG
3337
PAX Financial Group
Texas
$4.28M +$769K +4,192 +21%
AWM
3338
Abound Wealth Management
Tennessee
$4.27M +$529K +2,886 +13%
BWM
3339
Bluebird Wealth Management
Massachusetts
$4.27M -$1.15M -6,274 -20%
NA
3340
NWM Advisors
California
$4.27M -$107K -583 -2%
UWS
3341
Unique Wealth Strategies
Illinois
$4.27M +$504K +2,747 +13%
EV
3342
EJMK Ventures
Illinois
$4.26M +$109K +593 +2%
SWM
3343
Salvus Wealth Management
New Jersey
$4.26M +$40.9K +223 +0.9%
CPL
3344
Capital & Planning LLC
Georgia
$4.26M +$4.48M +24,409 New
IPAM
3345
Investment Partners Asset Management
New Jersey
$4.25M +$14.5K +79 +0.3%
BLAM
3346
Bourne Lent Asset Management
New York
$4.24M +$1.55M +8,475 +53%
TIM
3347
Tevis Investment Management
Texas
$4.24M +$223K +1,215 +5%
SC
3348
Sykon Capital
New York
$4.24M -$526K -2,865 -11%
EWA
3349
Evolution Wealth Advisors
Florida
$4.24M +$937K +5,106 +27%
AFM
3350
Armstrong Fleming & Moore
District of Columbia
$4.23M +$109K +596 +3%
132 133
134
135 136