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Name Holding Trade Value Shares
Change 		Change in
Stake
NRW
3626
Nova R Wealth
Kansas
$217K +$173K +538 New
SHWM
3627
Smith & Howard Wealth Management
Georgia
$216K +$172K +536 New
W
3628
WPWealth
Texas
$216K +$172K +534 New
HSWM
3629
Hubbell Strickland Wealth Management
Louisiana
$215K +$171K +532 New
FCMT
3630
Founders Capital Management (Texas)
Texas
$215K – – –
LFA
3631
Level Financial Advisors
New York
$215K +$171K +532 New
CFGA
3632
Cambridge Financial Group (Arizona)
Arizona
$214K +$171K +531 New
RFO
3633
RiverGlades Family Offices
Florida
$214K +$171K +530 New
TFG
3634
Taylor Financial Group
Virginia
$214K -$352K -1,095 -67%
PAG
3635
Poinciana Advisors Group
Florida
$214K +$171K +530 New
ILI
3636
Invesco LLC (Illinois)
Illinois
$214K +$170K +529 New
VWWMG
3637
Vermillion & White Wealth Management Group
Pennsylvania
$213K -$58.2K -181 -26%
SWC
3638
Spectrum Wealth Counsel
Indiana
$213K -$6.43K -20 -4%
FWTB
3639
First Western Trust Bank
Colorado
$213K +$170K +527 New
GG
3640
GenWealth Group
New Jersey
$213K +$170K +527 New
DBIA
3641
Dumont & Blake Investment Advisors
New Jersey
$212K -$964K -2,997 -85%
BONST
3642
Bank of Nova Scotia Trust
Ontario, Canada
$212K +$169K +525 New
AWM
3643
Accredited Wealth Management
Kentucky
$212K +$169K +524 New
SI
3644
Saxon Interests
Texas
$211K +$168K +523 New
AWA
3645
Archvest Wealth Advisors
California
$211K +$168K +522 New
HWA
3646
Hilltop Wealth Advisors
North Carolina
$211K +$168K +521 New
IAS
3647
Investment Advisory Services
Texas
$210K +$167K +520 New
KC
3648
Knuff & Co
California
$210K +$167K +520 New
BCM
3649
Barden Capital Management
Texas
$210K +$167K +519 New
WG
3650
Winton Group
United Kingdom
$209K -$1.28M -3,985 -88%
144 145
146
147 148