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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2551
Prentice Wealth Management
New York
$1.71M +$75.6K +222 +5%
EMC
2552
Everest Management Corp
California
$1.71M -$42.9K -126 -3%
SMA
2553
Seven Mile Advisory
New Jersey
$1.71M -$622K -1,827 -27%
ACM
2554
Absolute Capital Management
Pennsylvania
$1.71M -$326K -957 -16%
AWM
2555
Ariadne Wealth Management
California
$1.71M +$37.8K +111 +2%
OL
2556
OneFund LLC
Florida
$1.71M +$81.4K +239 +5%
FCA
2557
Fortis Capital Advisors
Kansas
$1.7M +$77.3K +227 +5%
HCG
2558
Haven Capital Group
California
$1.7M +$105K +308 +7%
CAS
2559
Coppell Advisory Solutions
Texas
$1.7M +$38.5K +113 +2%
PMA
2560
Prudent Man Advisors
Illinois
$1.7M -$48K -141 -3%
WCM
2561
Winthrop Capital Management
Indiana
$1.7M -$159K -466 -9%
CIP
2562
Capital Insight Partners
Arizona
$1.69M -$76.7K -225 -4%
PEA
2563
Park Edge Advisors
Ohio
$1.69M -$264K -775 -14%
FA
2564
Fiducient Advisors
Illinois
$1.69M +$79.7K +234 +5%
HIM
2565
Harbour Investment Management
Washington
$1.68M -$269K -790 -14%
LAI
2566
Legal Advantage Investments
California
$1.68M – – –
JWM
2567
JGP Wealth Management
Oregon
$1.68M +$24.5K +72 +2%
TWP
2568
Triad Wealth Partners
Kansas
$1.68M +$171K +502 +12%
YP
2569
YANKCOM Partnership
South Dakota
$1.68M +$71.2K +209 +5%
PFG
2570
Prosperity Financial Group
California
$1.68M -$693K -2,035 -30%
VFG
2571
Victory Financial Group
Texas
$1.67M +$246K +721 +18%
CWS
2572
Cypress Wealth Services
California
$1.67M +$426K +1,250 +36%
AG
2573
ASO Group
$1.67M +$1.62M +4,767 New
BAM
2574
Bayview Asset Management
Florida
$1.67M +$1.62M +4,760 New
PHS
2575
Pekin Hardy Strauss
Illinois
$1.66M -$30.3K -89 -2%
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