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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1326
Forza Wealth Management
Florida
$352K +$301K +4,505 New
TW
1327
TrinityPoint Wealth
Connecticut
$351K +$27.8K +415 +10%
HCM
1328
Highview Capital Management
Illinois
$350K – – –
BFM
1329
Boston Financial Management
Massachusetts
$349K -$17.3K -259 -5%
CA
1330
CoreCap Advisors
Michigan
$349K +$146K +2,179 +95%
JWWM
1331
Johnson & White Wealth Management
Pennsylvania
$349K – – –
AIM
1332
Aigen Investment Management
New York
$349K +$299K +4,469 New
PFPT
1333
Pinnacle Financial Partners (Tennessee)
Tennessee
$347K -$1.37M -20,465 -82%
KAS
1334
KPP Advisory Services
Kentucky
$346K -$92.4K -1,381 -24%
APA
1335
Astoria Portfolio Advisors
New York
$345K – – –
SEA
1336
Stegent Equity Advisors
Texas
$344K -$41.2K -616 -12%
PWA
1337
Phoenix Wealth Advisors
North Carolina
$343K -$4.15K -62 -1%
AF
1338
Advisornet Financial
Minnesota
$342K +$6.02K +90 +2%
HIP
1339
HUB Investment Partners
Texas
$342K +$10.8K +161 +4%
FFA
1340
Florida Financial Advisors
Florida
$340K -$11.1K -166 -4%
AI
1341
Accredited Investors
Minnesota
$339K -$20.6K -308 -7%
TSWM
1342
Tyler-Stone Wealth Management
Ohio
$337K +$135K +2,013 +87%
SA
1343
SRH Advisors
Kansas
$336K – – –
GM
1344
GeoWealth Management
Illinois
$336K -$20.8K -311 -7%
NG
1345
Norden Group
Utah
$336K +$42.6K +637 +17%
DTL
1346
Dynamic Technology Lab
Singapore
$336K -$5.72M -85,548 -95%
DWM
1347
Drive Wealth Management
Utah
$334K +$7.16K +107 +3%
OFS
1348
OneAscent Financial Services
Alabama
$334K +$286K +4,279 New
PFSC
1349
Peoples Financial Services Corp
Pennsylvania
$334K -$4.48K -67 -2%
OBGC
1350
O'Brien Greene & Co
Pennsylvania
$334K -$936 -14 -0.3%
52 53
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55 56