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Name Holding Trade Value Shares
Change 		Change in
Stake
SWTS
1176
Stonehaven Wealth & Tax Solutions
Wisconsin
$360K +$61.9K +471 +18%
EA
1177
Everpar Advisors
Oklahoma
$357K -$26.7K -203 -6%
SB
1178
Simmons Bank
Arkansas
$357K +$108K +822 +38%
FFA
1179
First Foundation Advisors
California
$356K – – –
MIM
1180
Montgomery Investment Management
Maryland
$356K – – –
OGC
1181
One68 Global Capital
New York
$356K +$394K +3,000 New
MSFS
1182
Main Street Financial Solutions
Pennsylvania
$352K -$11.6K -88 -3%
MWM
1183
Mindset Wealth Management
Indiana
$352K -$14.1K -107 -3%
MC
1184
Moors & Cabot
Massachusetts
$351K -$26.8K -204 -6%
RS
1185
R Squared
Hong Kong
$351K +$204K +1,556 +111%
KP
1186
Keel Point
Alabama
$351K -$82.6K -629 -18%
VHAM
1187
Van Hulzen Asset Management
California
$350K +$1.97K +15 +0.5%
WA
1188
WP Advisors
California
$349K -$6.57K -50 -2%
WIM
1189
WealthPlan Investment Management
Nebraska
$348K -$31.4K -239 -8%
EAN
1190
Excelsior Advisor Network
Colorado
$347K +$21K +160 +6%
SEIA
1191
Signature Estate & Investment Advisors
California
$346K +$47.2K +359 +14%
MCA
1192
Magnolia Capital Advisors
Mississippi
$344K +$7.88K +60 +2%
PWP
1193
Perfromance Wealth Partners
Illinois
$344K -$89.7K -683 -19%
NWA
1194
New World Advisors
Massachusetts
$342K -$24.7K -188 -6%
OWP
1195
Obermeyer Wealth Partners
Colorado
$341K -$443K -3,375 -54%
BPC
1196
Banque Pictet & Cie
Switzerland
$341K – – –
RTC
1197
Real Talk Capital
Tennessee
$341K +$117K +888 +45%
SWM
1198
Stronghold Wealth Management
Florida
$340K -$8.02K -61 -2%
RI
1199
Ridgewood Investments
New Jersey
$338K +$375K +2,851 New
JWBC
1200
J.W. Burns & Co
New York
$338K – – –
46 47
48
49 50