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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1401
BSW Wealth Partners
Colorado
$318K +$9.96K +62 +3%
1SB
1402
1ST Source Bank
Indiana
$317K – – –
WAM
1403
Worth Asset Management
Texas
$317K -$3.05K -19 -1%
LWL
1404
Leo Wealth LLC
Texas
$316K -$2.25K -14 -0.7%
SEP
1405
Signature Equity Partners
Ohio
$315K +$314K +1,958 New
EWP
1406
E-Wealth Partners
Minnesota
$315K +$314K +1,957 New
WG
1407
Welch Group
Alabama
$315K +$314K +1,957 New
GSEP
1408
Golden State Equity Partners
California
$315K +$67.9K +423 +28%
HBS
1409
Howard Bailey Securities
Indiana
$314K -$9.79K -61 -3%
OCBCO
1410
Oversea-Chinese Banking Corp (OCBC)
Singapore
$314K -$7.23M -45,015 -96%
TFGT
1411
TS Financial Group (TSFG)
Illinois
$314K – – –
PGWM
1412
Pitti Group Wealth Management
New York
$314K -$25.7K -160 -8%
TCM
1413
TruNorth Capital Management
Michigan
$314K +$313K +1,950 New
SMA
1414
Seven Mile Advisory
New Jersey
$313K -$500K -3,116 -62%
STA
1415
Smith Thornton Advisors
Alabama
$312K -$963 -6 -0.3%
CFG
1416
CKW Financial Group
Hawaii
$311K – – –
WF
1417
Womack Financial
Texas
$311K – – –
IA
1418
IFG Advisory
Georgia
$310K +$18.8K +117 +6%
TWPM
1419
Total Wealth Planning & Management
Florida
$309K +$309K +1,922 New
VBA
1420
von Borstel & Associates
Oregon
$308K +$482 +3 +0.2%
DWP
1421
Daymark Wealth Partners
Ohio
$307K +$69.4K +432 +29%
SMA
1422
Sage Mountain Advisors
Georgia
$305K -$103K -641 -25%
SWM
1423
SHP Wealth Management
Massachusetts
$304K +$304K +1,891 New
FFP
1424
FourThought Financial Partners
Florida
$303K +$303K +1,885 New
NAM
1425
NTV Asset Management
West Virginia
$303K – – –
55 56
57
58 59