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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
3801
Topsail Wealth Management
North Carolina
$1.88M -$29.3K -233 -2%
OHWP
3802
Oak Harbor Wealth Partners
North Carolina
$1.88M +$220K +1,745 +17%
WTFG
3803
Wells Trecaso Financial Group
Ohio
$1.88M +$145K +1,152 +11%
JWM
3804
JDH Wealth Management
California
$1.87M -$259K -2,062 -15%
MLFP
3805
MPS Loria Financial Planners
Illinois
$1.86M -$281K -2,235 -16%
BWG
3806
Berry Wealth Group
Texas
$1.86M +$47.7K +379 +3%
AIP
3807
Alexis Investment Partners
Texas
$1.86M +$91.2K +725 +7%
T
3808
Tidemark
California
$1.86M +$184K +1,462 +14%
MA
3809
MBA Advisors
Pennsylvania
$1.86M +$21.5K +171 +1%
AIFAIM
3810
American Institute for Advanced Investment Management
Arizona
$1.86M +$86.8K +690 +6%
CIG
3811
Cascade Investment Group
Colorado
$1.86M +$906K +7,202 +158%
MGIA
3812
Matthew Goff Investment Advisor
Texas
$1.86M -$13.1K -104 -0.9%
CJ
3813
Caitlin John
Michigan
$1.85M -$214K -1,699 -13%
SWM
3814
Sculati Wealth Management
Michigan
$1.85M +$149K +1,186 +11%
WWWM
3815
White Wing Wealth Management
Texas
$1.85M -$136K -1,079 -8%
UIM
3816
Unified Investment Management
Georgia
$1.85M +$9.56K +76 +0.7%
AFS
3817
AFG Fiduciary Services
Massachusetts
$1.85M -$745K -5,922 -33%
LIA
3818
Lynx Investment Advisory
District of Columbia
$1.85M +$17.9K +142 +1%
DBIA
3819
Dumont & Blake Investment Advisors
New Jersey
$1.85M +$55.5K +441 +4%
JWS
3820
Juncture Wealth Strategies
Arizona
$1.85M -$71.6K -569 -5%
WPA
3821
West Paces Advisors
Georgia
$1.84M -$43.2K -343 -3%
PW
3822
PUREfi Wealth
Massachusetts
$1.84M +$306K +2,432 +26%
SFS
3823
Summit Financial Strategies
Ohio
$1.84M +$8.68K +69 +0.6%
SWM
3824
Selective Wealth Management
Virginia
$1.84M +$368K +2,926 +35%
FWP
3825
Firethorn Wealth Partners
Georgia
$1.84M +$55K +437 +4%
151 152
153
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