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Name Holding Trade Value Shares
Change 		Change in
Stake
ABWM
3676
Alpine Bank Wealth Management
Colorado
$387K -$241K -751 -37%
UBG
3677
United Bank (Georgia)
Georgia
$386K – – –
SGI
3678
Swan Global Investments
Colorado
$386K +$40.8K +127 +11%
LC
3679
LCNB Corp
Ohio
$386K +$113K +351 +38%
RPGNY
3680
Retirement Planning Group (New York)
New York
$385K +$1.61K +5 +0.4%
GWMIA
3681
Global Wealth Management Investment Advisory
Florida
$384K -$3.54K -11 -0.9%
AWAP
3682
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$384K +$69.5K +216 +20%
RA
3683
Rise Advisors
New York
$384K +$1.61K +5 +0.4%
CGA
3684
Crescent Grove Advisors
Illinois
$383K -$9.97K -31 -2%
WCP
3685
Wealthcare Capital Partners
Pennsylvania
$383K -$24.4K -76 -6%
TPF
3686
Tribridge Partners Financial
Maryland
$383K -$12.5K -39 -3%
WWM
3687
Wiser Wealth Management
Georgia
$382K -$1.29K -4 -0.3%
RTC
3688
Real Talk Capital
Tennessee
$381K -$103K -321 -20%
AIA
3689
AIMZ Investment Advisors
California
$380K +$17K +53 +4%
MWM
3690
Mascoma Wealth Management
New Hampshire
$380K -$90.4K -281 -18%
TDC
3691
Thompson Davis & Co
Virginia
$379K -$32.5K -101 -7%
NLWP
3692
Next Level Wealth Planning
Idaho
$379K +$46.3K +144 +13%
AIP
3693
Avail Investment Partners
Pennsylvania
$379K +$403K +1,254 New
EPM
3694
Elm Partners Management
Pennsylvania
$379K -$13.5K -42 -3%
NRW
3695
Nova R Wealth
Kansas
$379K +$19.6K +61 +5%
LWPC
3696
Legacy Wealth Partners (Colorado)
Colorado
$378K -$22.5K -70 -5%
SCG
3697
Sonata Capital Group
Washington
$377K -$23.8K -74 -6%
BIAS
3698
Beacon Investment Advisory Services
New Jersey
$377K +$1.93K +6 +0.5%
PCA
3699
Prosperity Capital Advisors
Ohio
$377K -$18.3K -57 -4%
DG
3700
Dala Group
Illinois
$376K -$322K -1,002 -45%
146 147
148
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