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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3076
Act Wealth Management
Texas
$802K -$136K -393 -14%
PG
3077
Prostatis Group
Maryland
$802K -$5.88K -17 -0.7%
NIP
3078
Nicholas Investment Partners
California
$801K +$66.5K +192 +9%
KWM
3079
Kingsman Wealth Management
Florida
$800K -$2.6M -7,508 -76%
IWP
3080
Invenio Wealth Partners
Florida
$797K – – –
PIM
3081
Profit Investment Management
Maryland
$795K -$422K -1,220 -34%
MFF
3082
Michels Family Financial
Texas
$795K -$33.6K -97 -4%
OFG
3083
Oxford Financial Group
Indiana
$792K +$149K +430 +23%
EB
3084
Exchange Bank
California
$789K +$271K +783 +51%
LAS
3085
LWM Advisory Services
Florida
$788K -$6.23K -18 -0.8%
FSBI
3086
Fearless Solutions (Best Invest)
Texas
$787K -$2.08K -6 -0.3%
GP
3087
Geneva Partners
Wisconsin
$785K -$6.92K -20 -0.9%
SGCA
3088
Steel Grove Capital Advisors
Tennessee
$783K – – –
EA
3089
Emerald Advisors
Washington
$782K -$12.1K -35 -2%
CA
3090
Crumly & Associates
Illinois
$782K +$57.1K +165 +8%
FBC
3091
Fairfield, Bush & Co
Connecticut
$780K -$22.5K -65 -3%
PWM
3092
Puff Wealth Management
New Jersey
$780K -$18.7K -54 -2%
DWM
3093
Dogwood Wealth Management
Kansas
$779K -$20.1K -58 -2%
PCM
3094
Princeton Capital Management
New Jersey
$777K -$15.6K -45 -2%
CA
3095
Cannon Advisors
North Carolina
$776K +$4.84K +14 +0.6%
RP
3096
Rice Partnership
Hawaii
$776K -$3.12K -9 -0.4%
VP
3097
Verum Partners
North Carolina
$776K +$57.1K +165 +8%
BCM
3098
Bayesian Capital Management
New York
$775K -$2.77M -8,000 -78%
KCP
3099
Kera Capital Partners
California
$775K +$293K +848 +60%
KG
3100
Kilter Group
New York
$775K +$692 +2 +0.1%
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