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Name Holding Trade Value Shares
Change 		Change in
Stake
IFO
4551
Intrepid Family Office
Florida
$933K – – –
BA
4552
Brightwater Advisory
Florida
$930K – – –
FWP
4553
Family Wealth Partners
North Carolina
$930K +$153K +878 +21%
TWA
4554
Tandem Wealth Advisors
Arizona
$928K -$294K -1,685 -25%
SIAG
4555
Signet Investment Advisory Group
Rhode Island
$926K +$234K +1,340 +37%
EC
4556
Estate Counselors
Wisconsin
$925K – – –
EAM
4557
EdenTree Asset Management
United Kingdom
$924K +$804K +4,610 +1,356%
SCA
4558
Southern Capital Advisors
Tennessee
$921K +$10.1K +58 +1%
FWM
4559
FSR Wealth Management
Illinois
$919K -$105K -602 -11%
FF
4560
Foronjy Financial
California
$916K +$101K +579 +13%
DWM
4561
Daner Wealth Management
Georgia
$912K +$48.3K +277 +6%
RWM
4562
Refined Wealth Management
Utah
$911K +$2.62K +15 +0.3%
SFP
4563
SwitchPoint Financial Planning
Utah
$911K +$61.5K +353 +8%
P
4564
Paradiem
Louisiana
$911K -$4.54M -26,029 -84%
S
4565
Steadtrust
Texas
$909K +$424K +2,432 +100%
KV
4566
Kickstand Ventures
New York
$908K +$100K +574 +13%
CAAM
4567
Cornerstone Advisors Asset Management
Pennsylvania
$907K +$83.1K +477 +11%
DCBT
4568
Dakota Community Bank & Trust
North Dakota
$907K +$36.4K +209 +4%
MA
4569
McGrath & Associates
North Carolina
$906K +$8.71K +50 +1%
AI
4570
AdvisorShares Investments
Maryland
$905K +$471K +2,700 +126%
FG
4571
Fairman Group
Pennsylvania
$903K – – –
GK
4572
Graney & King
New York
$897K -$2.27K -13 -0.3%
TFA
4573
TPG Financial Advisors
Oregon
$896K – – –
AWM
4574
Apex Wealth Management
New Hampshire
$892K -$20K -115 -2%
PFSC
4575
Peoples Financial Services Corp
Pennsylvania
$888K +$372K +2,132 +81%
181 182
183
184 185