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Name Holding Trade Value Shares
Change 		Change in
Stake
CCW
4926
Coastline Complete Wealth
South Carolina
$901K -$4.4K -24 -0.5%
FI
4927
FWG Investments
Kentucky
$899K +$79.8K +435 +9%
PIA
4928
Polaris Investment Advisors
Massachusetts
$898K – – –
CAP
4929
Cordoba Advisory Partners
New York
$898K -$3.13M -17,070 -77%
TWM
4930
Trevian Wealth Management
Massachusetts
$898K -$5.5K -30 -0.6%
WA
4931
WESPAC Advisors
California
$896K -$3.3K -18 -0.3%
P
4932
Paradiem
Louisiana
$896K +$50.6K +276 +6%
TFA
4933
TPG Financial Advisors
Oregon
$895K -$30.6K -167 -3%
DSA
4934
Droms Strauss Advisors
Missouri
$895K -$314K -1,713 -25%
SG
4935
Strid Group
Pennsylvania
$894K -$46.4K -253 -5%
RA
4936
Ruggaard & Associates
Ohio
$891K +$16.3K +89 +2%
CC
4937
Capital Counsel
New York
$890K +$211K +1,150 +29%
OM
4938
OV Management
Minnesota
$890K -$5.39M -29,361 -85%
CSWG
4939
Cardinal Strategic Wealth Guidance
Kentucky
$887K +$78.2K +426 +9%
WG
4940
WMS Group
Louisiana
$886K -$652K -3,553 -41%
CI
4941
Ceera Investments
Texas
$885K +$290K +1,579 +45%
S
4942
Steadtrust
Texas
$884K +$29.7K +162 +3%
PPWM
4943
PFG Private Wealth Management
Florida
$884K -$124K -674 -12%
FNWA
4944
Financial Network Wealth Advisors
Utah
$883K +$174K +950 +23%
PMIA
4945
Patrick Mauro Investment Advisor
Illinois
$883K – – –
MWM
4946
Maltin Wealth Management
New Jersey
$880K +$926K +5,047 New
FFM
4947
Flagstone Financial Management
Nebraska
$879K – – –
FCM
4948
Firestone Capital Management
Florida
$877K +$122K +665 +15%
GFG
4949
Grantvest Financial Group
New Jersey
$876K -$303K -1,654 -25%
SWM
4950
SpringVest Wealth Management
Texas
$873K +$81.5K +444 +10%
196 197
198
199 200