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Name Holding Trade Value Shares
Change 		Change in
Stake
GHI
4326
Gross & Hartman Investments
Pennsylvania
$214K +$208K +610 New
KBFS
4327
Kohmann Bosshard Financial Services
Ohio
$213K – – –
SWP
4328
ShoreHaven Wealth Partners
New Jersey
$213K +$5.45K +16 +3%
FAM
4329
Flaharty Asset Management
Florida
$213K – – –
SWG
4330
Summit Wealth Group
Vermont
$213K +$207K +607 New
SMFG
4331
Sumitomo Mitsui Financial Group
Japan
$213K +$204K +600 New
AWMNY
4332
Arcadia Wealth Management (New York)
New York
$212K – – –
NCM
4333
Next Capital Management
New York
$212K -$21.1K -62 -9%
BWM
4334
Bosman Wealth Management
California
$210K – – –
FCMT
4335
Founders Capital Management (Texas)
Texas
$210K – – –
WAM
4336
Wilsey Asset Management
California
$210K – – –
MW
4337
Marrick Wealth
California
$210K +$204K +599 New
RIA
4338
RPG Investment Advisory
California
$210K – – –
CAP
4339
Cordoba Advisory Partners
New York
$210K +$204K +598 New
RK
4340
Rather & Kittrell
Tennessee
$210K +$204K +598 New
BC
4341
Barrett & Company
Rhode Island
$209K – – –
RFW
4342
Redwood Family Wealth
Texas
$209K +$203K +596 New
SWM
4343
Stonebridge Wealth Management
Illinois
$209K – – –
SWA
4344
Serenus Wealth Advisors
California
$208K +$202K +594 New
SLP
4345
Storen Legacy Partners
Indiana
$208K +$202K +593 New
PWA
4346
Provenance Wealth Advisors
Florida
$207K -$654K -1,920 -76%
PIA
4347
Panoramic Investment Advisors
Colorado
$207K -$36.8K -108 -15%
AWM
4348
Adams Wealth Management
Utah
$207K -$2.04K -6 -1%
CI
4349
CacheTech Inc
Utah
$207K -$2.04K -6 -1%
TA
4350
Teramo Advisors
Florida
$207K – – –
172 173
174
175 176