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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
2076
Herold Advisors
New York
$253K – – –
IFPG
2077
Intrepid Financial Planning Group
Indiana
$253K – – –
SSG
2078
Summit Securities Group
New York
$252K -$46.1K -512 -14%
KFAS
2079
Keating Financial Advisory Services
Kansas
$252K +$277K +3,078 New
TW
2080
TritonPoint Wealth
Maryland
$251K -$105K -1,169 -28%
IA
2081
IFG Advisory
Georgia
$251K -$251K -2,787 -48%
PCIG
2082
Partners Capital Investment Group
Massachusetts
$250K – – –
PA
2083
PharVision Advisers
Florida
$250K +$276K +3,060 New
CWP
2084
Cyndeo Wealth Partners
Florida
$249K +$1.62K +18 +0.6%
MA
2085
MCF Advisors
Kentucky
$249K +$222K +2,462 +424%
WCG
2086
Weaver Consulting Group
California
$248K -$5.13K -57 -2%
MB
2087
MidFirst Bank
Oklahoma
$248K +$579K +6,425 New
PPW
2088
Pasadena Private Wealth
California
$247K – – –
CSA
2089
Cornerstone Select Advisors
Missouri
$246K +$6.21K +69 +2%
CAM
2090
Cozad Asset Management
Illinois
$245K – – –
KC
2091
Knuff & Co
California
$245K – – –
QFMHK
2092
Q Fund Management (Hong Kong)
$245K +$270K +3,000 New
GWM
2093
Greenwich Wealth Management
Connecticut
$245K +$23.2K +258 +9%
RI
2094
Rinkey Investments
California
$245K +$270K +2,995 New
AWA
2095
Amplius Wealth Advisors
Pennsylvania
$244K – – –
KFGK
2096
Keystone Financial Group (Kentucky)
Kentucky
$244K -$52.2K -580 -16%
PWM
2097
Palumbo Wealth Management
New York
$244K -$1.08K -12 -0.4%
S
2098
Sunpointe
Missouri
$244K +$33.1K +368 +14%
FMN
2099
Financial Management Network
California
$242K -$8.37K -93 -3%
SS
2100
Sunbelt Securities
Texas
$242K +$4.5K +50 +2%
82 83
84
85 86