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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
3276
Peck Wealth Management
New York
$746K – – –
TCP
3277
TMB Capital Partners
Arkansas
$746K +$724K +2,126 New
PCM
3278
Praxis Capital Management
Illinois
$745K +$724K +2,125 New
EA
3279
Emerald Advisers
Pennsylvania
$745K -$18.7K -55 -3%
DBRC
3280
D.B. Root & Company
Pennsylvania
$743K -$22.1K -65 -3%
LWA
3281
Legacy Wealth Advisors
Florida
$742K +$721K +2,117 New
SFGP
3282
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$740K +$14.3K +42 +2%
IF
3283
Integrity Financial
Wyoming
$740K +$36.5K +107 +5%
NIP
3284
Nicholas Investment Partners
California
$740K -$80.7K -237 -10%
KPWG
3285
KFA Private Wealth Group
Virginia
$739K +$245K +720 +52%
CWM
3286
Chemistry Wealth Management
New York
$739K +$148K +435 +26%
SIA
3287
SGL Investment Advisors
Montana
$738K +$26.6K +78 +4%
CIAM
3288
Caitong International Asset Management
Hong Kong
$738K +$715K +2,100 +70,000%
LCM
3289
LVM Capital Management
Michigan
$737K -$5.45K -16 -0.8%
HP
3290
Haven Private
Florida
$737K +$13.6K +40 +2%
LWANC
3291
Laurel Wealth Advisors (North Carolina)
North Carolina
$736K – – –
BCI
3292
Blue Capital Inc
Nebraska
$736K +$98.5K +289 +16%
TWPM
3293
Total Wealth Planning & Management
Florida
$736K +$715K +2,098 New
ACM
3294
Academy Capital Management
Texas
$735K +$14.3K +42 +2%
IA
3295
Insight Advisors
Pennsylvania
$734K +$6.47K +19 +0.9%
RPCA
3296
Running Point Capital Advisors
California
$733K -$15K -44 -2%
PFW
3297
Petros Family Wealth
Minnesota
$730K +$297K +873 +72%
KFA
3298
Kelleher Financial Advisors
New York
$728K – – –
DWM
3299
Dogwood Wealth Management
Kansas
$728K -$70.5K -207 -9%
PWS
3300
Precision Wealth Strategies
Missouri
$726K -$2.16M -6,343 -75%
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