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Name Holding Trade Value Shares
Change 		Change in
Stake
LFWA
3951
LiftPoint Family Wealth Advisors
New Jersey
$203K +$21.8K +53 +11%
IA
3952
IFS Advisors
Kansas
$201K – – –
SAP
3953
Strategic Advisory Partners
North Carolina
$201K -$2.06K -5 -0.9%
EPG
3954
Estate Planners Group
Pennsylvania
$200K +$10.3K +25 +5%
GC
3955
Granville Capital
North Carolina
$200K -$75.4K -183 -25%
LT
3956
Legacy Trust
Michigan
$197K – – –
JGCM
3957
Joseph Group Capital Management
Ohio
$197K +$77.9K +189 +55%
GGI
3958
Godsey & Gibb Inc
Virginia
$197K – – –
SCM
3959
Step Capital Management
$195K – – –
HFS
3960
Horizon Financial Services
North Carolina
$193K +$144K +350 +208%
HFS
3961
Hughes Financial Services
Virginia
$190K +$12.8K +31 +6%
TCA
3962
Trifecta Capital Advisors
Illinois
$186K – – –
CJ
3963
Caitlin John
Michigan
$186K -$8.65K -21 -4%
CA
3964
Centerpoint Advisors
Massachusetts
$185K +$30.9K +75 +18%
PAM
3965
Parvin Asset Management
South Dakota
$184K – – –
P
3966
Palladiem
Pennsylvania
$184K – – –
LAM
3967
LOM Asset Management
$182K – – –
KAM
3968
KEB Asset Management
Illinois
$180K -$12.8K -31 -6%
CBT
3969
Crews Bank & Trust
Florida
$178K – – –
LFASL
3970
Lugano Financial Advisors SA (LFA)
Switzerland
$177K -$12.4K -30 -6%
IWM
3971
IMG Wealth Management
Florida
$176K -$114K -276 -37%
TFG
3972
Team Financial Group
California
$176K – – –
MNA
3973
Manning & Napier Advisors
New York
$175K +$145K +353 +254%
BW
3974
Bravera Wealth
North Dakota
$174K – – –
RWM
3975
Raffa Wealth Management
District of Columbia
$171K +$3.71K +9 +2%
157 158
159
160 161