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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2151
Proathlete Wealth Management
Florida
$375K +$48.3K +247 +13%
BWM
2152
BlackDiamond Wealth Management
New York
$375K +$33.8K +173 +9%
PL
2153
Perpetual Ltd
Australia
$374K -$1.02M -5,217 -71%
ETIA
2154
Epic Trust Investment Advisors
Washington
$373K -$13.7K -70 -3%
RSA
2155
River Street Advisors
Illinois
$373K +$10.9K +56 +3%
MCA
2156
MSH Capital Advisors
Arizona
$371K -$184K -941 -31%
YIA
2157
YHB Investment Advisors
Connecticut
$371K +$3.91K +20 +1%
AIM
2158
Alhambra Investment Management
Florida
$369K – – –
LAM
2159
Lewis Asset Management
California
$369K +$50K +256 +14%
CAGAS
2160
Capital Advisory Group Advisory Services
Minnesota
$368K -$332K -1,701 -45%
PMFA
2161
Plante Moran Financial Advisors
Michigan
$368K +$131K +669 +47%
FEG
2162
Financial Enhancement Group
Indiana
$368K +$1.95K +10 +0.5%
BIA
2163
Bell Investment Advisors
California
$367K -$15K -77 -4%
MHWM
2164
Montz Harcus Wealth Management
Louisiana
$367K -$19.7K -101 -5%
JJBC
2165
James J. Burns & Company
New York
$367K -$523K -2,676 -55%
KWMG
2166
King Wealth Management Group
Florida
$367K – – –
TAM
2167
Tucker Asset Management
Colorado
$367K +$153K +781 +60%
SWA
2168
Strata Wealth Advisors
Texas
$367K -$57K -292 -12%
SWP
2169
Summit Wealth Partners
Florida
$366K -$24.4K -125 -6%
BCG
2170
Breakwater Capital Group
New Jersey
$366K -$161K -824 -28%
PPP
2171
Private Portfolio Partners
New Jersey
$365K +$70.3K +360 +21%
SFG
2172
Sovereign Financial Group
Connecticut
$365K +$19.9K +102 +5%
AI
2173
AXS Investments
New York
$365K +$113K +579 +39%
CAL
2174
Capital Advisors Ltd
Ohio
$364K -$32.2K -165 -7%
SDAM
2175
Shulman DeMeo Asset Management
New York
$364K – – –
85 86
87
88 89