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Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
1801
Stevens Capital Partners
Nebraska
$262K +$3.03K +32 +1%
SFS
1802
Symphony Financial Services
Ohio
$261K -$28.3K -299 -9%
LPAM
1803
Lodestar Private Asset Management
California
$261K – – –
DCBT
1804
Dakota Community Bank & Trust
North Dakota
$261K -$1.04K -11 -0.4%
LCM
1805
LCM Capital Management
Illinois
$260K +$6.15K +65 +2%
AWA
1806
A4 Wealth Advisors
North Carolina
$260K -$124K -1,311 -31%
DAS
1807
Diversify Advisory Services
Utah
$259K -$1.16M -12,264 -83%
CRI
1808
Colonial River Investments
Virginia
$259K -$150K -1,588 -35%
MAWCM
1809
Mine & Arao Wealth Creation & Management
California
$259K +$1.04K +11 +0.4%
ACC
1810
Acorn Creek Capital
Colorado
$258K +$10.3K +109 +4%
VFM
1811
Vision Financial Markets
Connecticut
$258K – – –
ISS
1812
Intesa Sanpaolo SpA.
Italy
$257K +$157K +1,664 +138%
AW
1813
Alteri Wealth
California
$256K -$9.27K -98 -3%
CA
1814
Capital Advantage
California
$256K -$95 -1 -0%
SEEDPG
1815
S.E.E.D. Planning Group
New York
$256K -$81.9K -866 -23%
EWP
1816
Evergreen Wealth Partners
Montana
$256K -$33.4K -353 -11%
JA
1817
JVL Associates
Michigan
$255K -$2.37K -25 -0.9%
AA
1818
Advisory Advocates
Michigan
$255K +$22.7K +240 +9%
QFW
1819
QTR Family Wealth
Florida
$255K +$1.51K +16 +0.6%
CT
1820
Caldwell Trust
Florida
$255K – – –
PUI
1821
Purpose Unlimited Inc
$254K +$268K +2,837 New
RFP
1822
Root Financial Partners
California
$253K -$54.5K -576 -17%
PWA
1823
Prairie Wealth Advisors
Nebraska
$253K – – –
ZF
1824
Zhang Financial
Michigan
$252K -$5.68K -60 -2%
SIM
1825
Studio Investment Management
Illinois
$252K -$3.5K -37 -1%
71 72
73
74 75