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Name Holding Trade Value Shares
Change 		Change in
Stake
VW
4176
Veridan Wealth
Oregon
$215K +$16.7K +52 +8%
JF
4177
Jump Financial
Illinois
$214K -$3.66M -11,379 -94%
SHFP
4178
Second Half Financial Partners
Florida
$214K -$417K -1,296 -65%
PFA
4179
Pettinga Financial Advisors
Indiana
$214K – – –
PA
4180
Planning Alternatives
Michigan
$213K -$672K -2,090 -75%
BBP
4181
Banco BTG Pactual
Brazil
$213K -$9.44M -29,366 -98%
MWA
4182
MFA Wealth Advisors
Pennsylvania
$212K -$8.68K -27 -4%
OWA
4183
OakTrust Wealth Advisors
Connecticut
$212K -$25.1K -78 -10%
NWM
4184
Northwest Wealth Management
Iowa
$212K +$3.22K +10 +1%
PGWM
4185
Pitti Group Wealth Management
New York
$212K +$225K +700 New
JPG
4186
Jordan Park Group
California
$212K -$132K -410 -37%
CAM
4187
Concorde Asset Management
Michigan
$212K -$32.8K -102 -13%
HP
4188
Highlander Partners
Texas
$212K – – –
PI
4189
Parkside Investments
Illinois
$211K +$322 +1 +0.1%
HTWM
4190
Hartmann Taylor Wealth Management
Texas
$211K – – –
EWA
4191
Exit Wealth Advisors
Georgia
$211K +$39.9K +124 +22%
CAM
4192
Councilmark Asset Management
Tennessee
$211K – – –
JLBC
4193
J.L. Bainbridge & Co
Florida
$211K -$11.3K -35 -5%
SNBOSCI
4194
Security National Bank of Sioux City Iowa
Iowa
$210K -$4.82K -15 -2%
AEPWM
4195
Atlantic Edge Private Wealth Management
Florida
$210K -$23.8K -74 -10%
ONST
4196
Old North State Trust
North Carolina
$210K – – –
MWM
4197
MOR Wealth Management
Pennsylvania
$210K – – –
BWP
4198
Bernardo Wealth Planning
Pennsylvania
$209K -$322 -1 -0.1%
AGA
4199
Accuvest Global Advisors
Utah
$209K -$1.06M -3,299 -83%
SIM
4200
Synergy Investment Management
Florida
$209K +$12.5K +39 +6%
166 167
168
169 170