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Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
3701
Impact Partnership Wealth
Georgia
$328K +$54.7K +182 +21%
PFM
3702
Potomac Fund Management
Florida
$328K +$312K +1,037 New
UI
3703
Unconventional Investor
New Hampshire
$327K – – –
DWA
3704
Delap Wealth Advisory
Oregon
$327K +$77K +256 +33%
LC
3705
Lavaca Capital
Texas
$326K +$41.8K +139 +16%
EWA
3706
Evolution Wealth Advisors
Florida
$326K +$24.1K +80 +8%
FPW
3707
Flywheel Private Wealth
California
$326K +$310K +1,032 New
VC
3708
Vicus Capital
Pennsylvania
$326K +$9.32K +31 +3%
JTWM
3709
Jackson Thornton Wealth Management
Alabama
$325K +$73.7K +245 +31%
GA
3710
GSG Advisors
New Jersey
$325K -$2.1K -7 -0.7%
PIWA
3711
Prevail Innovative Wealth Advisors
Kansas
$324K -$6.01K -20 -2%
BMA
3712
Brooks Moore & Associates
Tennessee
$323K – – –
OHIS
3713
Oak Harvest Investment Services
Texas
$323K -$46K -153 -13%
SPI
3714
Sutton Place Investors
New York
$322K +$28K +93 +10%
ALA
3715
Atlas Legacy Advisors
California
$321K +$306K +1,016 New
CFIM
3716
Client First Investment Management
Wisconsin
$321K – – –
PWP
3717
Parkwoods Wealth Partners
New York
$321K – – –
VAMG
3718
Voisard Asset Management Group
Michigan
$320K +$1.5K +5 +0.5%
MMCM
3719
Murphy & Mullick Capital Management
New York
$320K +$304K +1,012 New
FAM
3720
Flaharty Asset Management
Florida
$320K +$15.3K +51 +5%
BRA
3721
Bender Robert & Associates
California
$319K +$34.6K +115 +13%
LC
3722
Landaas & Company
Wisconsin
$317K – – –
SBF
3723
Sara-Bay Financial
Florida
$316K -$6.32K -21 -2%
MIM
3724
Merrion Investment Management
New Jersey
$316K – – –
PCMH
3725
Polymer Capital Management (HK)
Hong Kong
$316K +$301K +1,000 New
147 148
149
150 151