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Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
3576
Lifestyle Asset Management
Texas
$3.47M +$25.7K +140 +0.7%
TFA
3577
Tobias Financial Advisors
Florida
$3.46M -$179K -977 -5%
CWM
3578
Consultiva Wealth Management
Puerto Rico
$3.46M – – –
WWA
3579
Wisconsin Wealth Advisors
Wisconsin
$3.46M +$156K +850 +4%
MFS
3580
Madrona Financial Services
Washington
$3.46M +$134K +729 +4%
PI
3581
Pettee Investors
Connecticut
$3.45M – – –
RA
3582
RoundAngle Advisors
New Jersey
$3.45M -$167K -911 -4%
LSWP
3583
Liberty Square Wealth Partners
Pennsylvania
$3.45M +$4.95K +27 +0.1%
CCA
3584
Clearwater Capital Advisors
Illinois
$3.45M +$894K +4,873 +33%
MWA
3585
MN Wealth Advisors
Kansas
$3.44M +$497K +2,709 +16%
DSCM
3586
Del-Sette Capital Management
New York
$3.44M -$3.67K -20 -0.1%
CAC
3587
Core Alternative Capital
Georgia
$3.44M +$498K +2,717 +16%
FA
3588
FSA Advisors
Michigan
$3.43M +$403K +2,195 +13%
IA
3589
Intellus Advisors
Florida
$3.43M +$1.23M +6,711 +52%
UPS
3590
UHLMANN PRICE SECURITIES
Illinois
$3.43M +$3.06M +16,679 +573%
MM
3591
Meridian Management
Arkansas
$3.43M +$3.49K +19 +0.1%
MCM
3592
Monument Capital Management
Virginia
$3.43M +$83.1K +453 +2%
RWPA
3593
Richard W. Paul & Associates
Michigan
$3.42M -$31.4K -171 -0.9%
UBV
3594
United Bank (Virginia)
Virginia
$3.41M -$212K -1,156 -6%
VP
3595
Verum Partners
North Carolina
$3.41M +$390K +2,126 +12%
MCM
3596
Militia Capital Management
Texas
$3.41M +$3.58M +19,538 New
JKA
3597
Jones Kertz & Associates
Minnesota
$3.41M -$3.67K -20 -0.1%
PFA
3598
Plotkin Financial Advisors
Maryland
$3.41M -$126K -685 -3%
CWM
3599
Cherrydale Wealth Management
New Jersey
$3.4M -$323K -1,763 -8%
PS
3600
Planned Solutions
California
$3.4M -$926K -5,049 -21%
142 143
144
145 146