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Name Holding Trade Value Shares
Change 		Change in
Stake
WMN
4501
Wealth Management Nebraska
Nebraska
$1.72M -$102K -495 -5%
IJWM
4502
Inman Jager Wealth Management
Mississippi
$1.72M +$9.46K +46 +0.5%
RIS
4503
Retirement Income Solutions
Michigan
$1.72M – – –
AAS
4504
Asset Allocation Strategies
Michigan
$1.71M +$105K +510 +6%
CIG
4505
Cascade Investment Group
Colorado
$1.71M +$57.4K +279 +3%
SL
4506
SWMG LLC
Texas
$1.71M +$45.6K +222 +3%
MA
4507
Mosaic Advisors
Texas
$1.71M – – –
PFA
4508
Pathway Financial Advisors
Vermont
$1.71M -$105K -509 -5%
BCA
4509
Bay Capital Advisors
Virginia
$1.71M -$54.1K -263 -3%
AFP
4510
Alpha Financial Partners
Kentucky
$1.71M +$178K +865 +11%
DF
4511
Daviman Financial
Indiana
$1.71M +$90.1K +438 +5%
MWP
4512
Meriwether Wealth & Planning
Louisiana
$1.71M +$31.9K +155 +2%
MAM
4513
Montchanin Asset Management
Delaware
$1.71M +$208K +1,014 +14%
FCM
4514
Fell Capital Management
California
$1.71M -$10.3K -50 -0.6%
QCM
4515
Qsemble Capital Management
New York
$1.7M +$1.75M +8,510 New
AU
4516
AlphaGrep UK
$1.7M -$1.68M -8,159 -49%
FWP
4517
Fiduciary Wealth Partners
Massachusetts
$1.7M +$63.7K +310 +4%
NLP
4518
Next Level Private
New York
$1.7M -$59.2K -288 -3%
SC
4519
Scratch Capital
Idaho
$1.7M +$25.3K +123 +1%
LCG
4520
Luxor Capital Group
New York
$1.7M -$17.8M -86,400 -91%
TA
4521
TrueWealth Advisors
Alabama
$1.69M -$25.3K -123 -1%
VC
4522
Veery Capital
Delaware
$1.69M +$8.22K +40 +0.5%
WAG
4523
Wilkerson Advisory Group
Missouri
$1.69M -$57.6K -280 -3%
KA
4524
Kooman & Associates
Pennsylvania
$1.69M +$10.3K +50 +0.6%
RF
4525
Roxbury Financial
New Jersey
$1.69M -$1.65K -8 -0.1%
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181
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