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Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
2226
Atlantic Edge Private Wealth Management
Florida
$6.02M -$253K -2,145 -4%
KCM
2227
Kathmere Capital Management
Pennsylvania
$6.02M +$986K +8,345 +20%
EA
2228
Everpar Advisors
Oklahoma
$6.02M -$922K -7,802 -14%
BFM
2229
Boston Financial Management
Massachusetts
$6.02M -$170K -1,439 -3%
FA
2230
Fiducient Advisors
Illinois
$6.01M -$3.87M -32,747 -40%
WWS
2231
Wellington Wealth Strategies
Indiana
$6M +$5.34M +45,196 New
TRIA
2232
Trail Ridge Investment Advisors
Colorado
$6M +$945 +8 +0%
PWMG
2233
Prestige Wealth Management Group
New Jersey
$6M -$205K -1,738 -3%
SFP
2234
Sandbox Financial Partners
Maryland
$6M +$415K +3,515 +8%
NL
2235
Navalign LLC
California
$5.99M -$429K -3,629 -7%
LIA
2236
LS Investment Advisors
Michigan
$5.99M +$502K +4,251 +9%
WFA
2237
Wellspring Financial Advisors
Ohio
$5.99M +$1.35M +11,411 +33%
CP
2238
Canopy Partners
Ohio
$5.99M +$67K +567 +1%
PP
2239
PDT Partners
New York
$5.98M +$2.65M +22,438 +84%
CV
2240
Counterweight Ventures
North Carolina
$5.98M -$2.54M -21,464 -30%
SIC
2241
SJS Investment Consulting
Ohio
$5.97M -$98.5K -834 -2%
MSA
2242
McAlister Sweet & Associates
Texas
$5.96M +$783K +6,627 +16%
FCT
2243
First Community Trust
Iowa
$5.95M +$1.21M +10,219 +26%
SL
2244
Siren LLC
Connecticut
$5.94M +$5.78M +48,932 New
NIA
2245
NIA Impact Advisors
California
$5.93M -$794K -6,726 -12%
ANBT
2246
American National Bank & Trust
Texas
$5.92M +$8.03K +68 +0.1%
OWMIAS
2247
One Wealth Management Investment & Advisory Services
Florida
$5.9M -$1.53M -12,921 -21%
DL
2248
DOHJ LLC
Washington
$5.9M -$1.44M -12,180 -20%
BAM
2249
BOS Asset Management
Illinois
$5.89M +$258K +2,182 +5%
GHA
2250
Granite Harbor Advisors
Texas
$5.88M +$412K +3,484 +8%
88 89
90
91 92