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Name Holding Trade Value Shares
Change 		Change in
Stake
PI
2676
Pachira Investments
California
$208K +$183K +1,049 New
PAMG
2677
Patton Albertson Miller Group
Tennessee
$208K +$183K +1,049 New
OA
2678
Operose Advisors
Wisconsin
$207K – – –
WIC
2679
Woodmont Investment Counsel
Tennessee
$207K -$116K -665 -39%
AF
2680
Apollon Financial
South Carolina
$207K -$67.6K -387 -27%
DWM
2681
Dorchester Wealth Management
Quebec, Canada
$206K +$192K +1,098 New
HI
2682
Human Investing
Oregon
$206K +$182K +1,042 New
KFS
2683
Kelly Financial Services
Massachusetts
$206K -$17.3K -99 -9%
MSA
2684
McAlister Sweet & Associates
Texas
$206K +$182K +1,041 New
VAG
2685
VisionPoint Advisory Group
Texas
$205K +$112K +639 +160%
HNW
2686
High Note Wealth
Minnesota
$205K +$181K +1,037 New
RGF
2687
Retirement Guys Formula
Ohio
$205K +$181K +1,036 New
SC
2688
Sykon Capital
New York
$205K +$181K +1,036 New
SW
2689
SlateStone Wealth
Florida
$205K -$1.54M -8,812 -89%
FCM
2690
Family Capital Management
Michigan
$205K +$181K +1,034 New
EWM
2691
Edge Wealth Management
New York
$204K +$181K +1,033 New
LAS
2692
LWM Advisory Services
Florida
$204K -$120K -685 -40%
PCM
2693
Permanent Capital Management
Illinois
$204K +$112K +642 New
UCB
2694
United Community Bank
South Carolina
$204K -$4.72K -27 -3%
SWAG
2695
Spectrum Wealth Advisory Group
California
$204K +$180K +1,029 New
AFP
2696
Alpha Financial Partners
Kentucky
$203K +$180K +1,028 New
LWAM
2697
Legacy Wealth Asset Management
Minnesota
$203K -$28.1K -161 -14%
FWS
2698
FinDec Wealth Services
California
$202K +$179K +1,023 New
GM
2699
Granger Management
New York
$202K +$178K +1,020 New
MF
2700
Montis Financial
Massachusetts
$202K -$161K -922 -48%
106 107
108
109 110