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Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
4101
Astra Wealth Partners
New Jersey
$217K +$213K +611 New
SWM
4102
SK Wealth Management
Rhode Island
$216K +$210K +603 New
SFS
4103
Security Financial Services
Indiana
$214K +$211K +604 New
IWM
4104
Iams Wealth Management
Nebraska
$214K -$408K -1,171 -66%
SI
4105
Stonekeep Investments
New Mexico
$214K -$1.74K -5 -0.8%
PIA
4106
Panoramic Investment Advisors
Colorado
$214K -$5.92K -17 -3%
HI
4107
Humankind Investments
New York
$213K -$35.9K -103 -15%
TA
4108
Townsend & Associates
Colorado
$213K +$208K +597 New
BWM
4109
Bosman Wealth Management
California
$213K -$34.9K -100 -14%
FCMT
4110
Founders Capital Management (Texas)
Texas
$213K – – –
MF
4111
Meridian Financial
Massachusetts
$213K – – –
FDS
4112
First Dallas Securities
Texas
$213K +$209K +600 New
AWC
4113
Adamsbrown Wealth Consultants
Kansas
$213K – – –
AWM
4114
Activest Wealth Management
Florida
$213K -$30.7K -88 -13%
AA
4115
ACT Advisors
North Carolina
$212K +$8.37K +24 +4%
RA
4116
Rodgers & Associates
Pennsylvania
$212K +$208K +598 New
PS
4117
Pinney & Scofield
Massachusetts
$212K +$8.02K +23 +4%
SIM
4118
Synergy Investment Management
Florida
$212K – – –
LFA
4119
Lauterbach Financial Advisors
Texas
$212K – – –
OFS
4120
Oldfather Financial Services
Nebraska
$211K +$4.88K +14 +2%
TAM
4121
Tucker Asset Management
Colorado
$211K +$6.97K +20 +3%
BWG
4122
Beta Wealth Group
California
$211K +$4.88K +14 +2%
DWS
4123
Dynamic Wealth Strategies
California
$211K -$26.1K -75 -11%
SWP
4124
ShoreHaven Wealth Partners
New Jersey
$210K – – –
BFP
4125
Briaud Financial Planning
Texas
$210K +$27.5K +79 +15%
163 164
165
166 167