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Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
3951
FPC Investment Advisory
California
$2.82M – – –
PBT
3952
Pictet Bank & Trust
Bahamas
$2.82M +$150K +728 +5%
FSAG
3953
Financial Solutions Advisory Group
Illinois
$2.81M +$231K +1,124 +9%
AA
3954
ACT Advisors
North Carolina
$2.81M +$794K +3,860 +38%
HA
3955
HHLR Advisors
Cayman Islands
$2.81M +$1.53M +7,444 +113%
RW
3956
Rede Wealth
Virginia
$2.81M -$33.7K -164 -1%
WWM
3957
Wiser Wealth Management
Georgia
$2.81M +$244K +1,185 +9%
CCM
3958
Cannon Capital Management
Utah
$2.81M +$203K +989 +8%
MAS
3959
MPWM Advisory Solutions
Georgia
$2.8M +$3.7K +18 +0.1%
PCC
3960
Park Circle Company
Maryland
$2.8M – – –
WWC
3961
Waypoint Wealth Counsel
Georgia
$2.8M -$1.53M -7,431 -35%
EW
3962
Expressive Wealth
Illinois
$2.8M +$26.1K +127 +0.9%
FCM
3963
FirstWave Capital Management
Florida
$2.79M +$2.87M +13,965 New
GIP
3964
Greatmark Investment Partners
Georgia
$2.79M -$62.3K -303 -2%
TGY2IT
3965
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$2.79M -$6.04M -29,383 -68%
BA
3966
Baugh & Associates
Georgia
$2.79M -$939K -4,565 -25%
AWM
3967
Aberdeen Wealth Management
Illinois
$2.78M -$837K -4,070 -23%
GJIA
3968
Glass Jacobson Investment Advisors
Maryland
$2.78M -$218K -1,060 -7%
OIM
3969
Oder Investment Management
California
$2.78M -$133K -645 -4%
CWMA
3970
Capstone Wealth Management (Alabama)
Alabama
$2.78M +$1.93M +9,401 +209%
CCM
3971
Crew Capital Management
Ohio
$2.78M -$101K -493 -3%
AWA
3972
Argos Wealth Advisors
California
$2.78M +$417K +2,026 +17%
UCB
3973
United Community Bank
South Carolina
$2.77M -$1.72M -8,345 -38%
SO
3974
Sierra Ocean
California
$2.77M +$63.5K +309 +2%
LWA
3975
LifeGoal Wealth Advisors
New York
$2.77M +$833K +4,053 +41%
157 158
159
160 161