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Name Holding Trade Value Shares
Change
Change in
Stake
MAP
2976
Milestone Advisory Partners
North Carolina
$220K – – –
GCM
2977
Greenland Capital Management
New York
$220K +$236K +1,300 New
TAM
2978
Titleist Asset Management
Texas
$220K -$11.8K -65 -5%
FFM
2979
Flagstone Financial Management
Nebraska
$220K – – –
IFA
2980
Index Fund Advisors
California
$220K +$236K +1,298 New
FP
2981
Financial Perspectives
Minnesota
$220K – – –
LCWP
2982
Legacy Capital Wealth Partners
Arkansas
$220K +$236K +1,297 New
BAM
2983
BOS Asset Management
Illinois
$220K – – –
DBG
2984
De Burlo Group
Massachusetts
$220K – – –
Vanguard Capital Wealth Advisors
2985
Vanguard Capital Wealth Advisors
Colorado
$219K +$235K +1,295 New
AFGAS
2986
Allegiance Financial Group Advisory Services
Virginia
$219K – – –
MHR
2987
Matthew Hamilton Rosenberg
$219K -$26.3K -145 -10%
RW
2988
RVW Wealth
California
$219K – – –
FFA
2989
Fairfield Financial Advisors
Massachusetts
$219K +$1.27K +7 +0.5%
HWM
2990
Howard Wealth Management
Connecticut
$219K -$1.82K -10 -0.8%
AWA
2991
Acorn Wealth Advisors
Michigan
$218K +$3.63K +20 +2%
AIP
2992
Almanack Investment Partners
Pennsylvania
$218K -$171K -942 -42%
TWM
2993
TriaGen Wealth Management
California
$217K – – –
NJBEST
2994
New Jersey Better Educational Savings Trust
New Jersey
$217K – – –
MFA
2995
Millington Financial Advisors
Illinois
$217K +$2.18K +12 +0.9%
CW
2996
Cook Wealth
North Carolina
$217K – – –
SCM
2997
Spreng Capital Management
Ohio
$217K +$20.9K +115 +10%
NFSG
2998
Newbridge Financial Services Group
Florida
$217K -$15.6K -86 -6%
PWA
2999
Peterson Wealth Advisors
Utah
$216K +$11.6K +64 +5%
NLP
3000
Next Level Private
New York
$216K – – –