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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1551
Accurate Wealth Management
Florida
$407K +$73.8K +852 +25%
KA
1552
Klingman & Associates
New York
$406K -$7.02K -81 -2%
KIG
1553
Kessler Investment Group
Indiana
$406K -$15.8K -182 -4%
PWP
1554
Private Wealth Partners
California
$406K -$90.5K -1,044 -19%
ICP
1555
Impact Capital Partners
Colorado
$405K -$54K -623 -12%
MKA
1556
M. Kulyk & Associates
Georgia
$404K -$39.3K -454 -9%
CPA
1557
Cardiff Park Advisors
California
$402K -$159K -1,833 -29%
LSPW
1558
Lake Street Private Wealth
Illinois
$401K +$6.5K +75 +2%
BFA
1559
Beaumont Financial Advisors
Massachusetts
$401K -$7.63K -88 -2%
LWM
1560
Lakeridge Wealth Management
Ohio
$400K +$1.91K +22 +0.5%
RS
1561
Retirement Solution
Washington
$400K +$36K +415 +11%
PFP
1562
Paragon Financial Partners
California
$399K +$87 +1 +0%
ACP
1563
Aviance Capital Partners
Florida
$397K – – –
IA
1564
IFG Advisors
Missouri
$396K +$43.8K +505 +13%
SWM
1565
SilverOak Wealth Management
Minnesota
$396K +$22.6K +261 +6%
SCM
1566
SCS Capital Management
Massachusetts
$396K -$40.7K -470 -10%
XF
1567
XML Financial
Maryland
$394K -$38.4K -443 -9%
MWP
1568
Meriwether Wealth & Planning
Louisiana
$393K -$36.3K -419 -9%
PWA
1569
Prairie Wealth Advisors
Nebraska
$392K – – –
PSF
1570
Pacific Sun Financial
California
$392K +$2.69K +31 +0.7%
PB
1571
Pinnacle Bancorp
Nebraska
$392K -$9.79K -113 -3%
NQWM
1572
Northwest Quadrant Wealth Management
Oregon
$389K -$13.3K -153 -3%
TFGT
1573
TS Financial Group (TSFG)
Illinois
$389K -$3.12K -36 -0.8%
GWSG
1574
GPS Wealth Strategies Group
Colorado
$388K -$2.95K -34 -0.8%
CPW
1575
Cove Private Wealth
New York
$388K +$67.9K +784 +23%
61 62
63
64 65