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Name Holding Trade Value Shares
Change 		Change in
Stake
FP
2226
Fiduciary Planning
Florida
$1.16M -$41.2K -185 -3%
FFA
2227
Founders Financial Alliance
North Carolina
$1.16M -$110K -495 -9%
OWA
2228
One Wealth Advisors
California
$1.16M +$257K +1,155 +29%
DIP
2229
DT Investment Partners
Pennsylvania
$1.15M – – –
WIM
2230
WealthPlan Investment Management
Nebraska
$1.15M -$2.24M -10,055 -66%
HIM
2231
Harbour Investment Management
Washington
$1.15M +$16.2K +73 +1%
JSL
2232
JT Stratford LLC
Georgia
$1.15M +$118K +531 +12%
CIM
2233
Caldwell Investment Management
Ontario, Canada
$1.15M – – –
OBWG
2234
Onyx Bridge Wealth Group
New York
$1.15M +$24K +108 +2%
TF
2235
TLWM Financial
Texas
$1.14M -$4.23K -19 -0.4%
TBWA
2236
Three Bridge Wealth Advisors
California
$1.14M +$342K +1,536 +44%
AIM
2237
Alhambra Investment Management
Florida
$1.14M +$445 +2 +0%
RPWA
2238
Regent Peak Wealth Advisors
Georgia
$1.14M -$32.9K -148 -3%
BWP
2239
BSW Wealth Partners
Colorado
$1.13M +$21.6K +97 +2%
SFB
2240
STAR Financial Bank
Indiana
$1.13M -$34.3K -154 -3%
WLPWM
2241
Walled Lake Planning & Wealth Management
Illinois
$1.13M +$140K +630 +14%
BONH
2242
Bank of New Hampshire
New Hampshire
$1.13M -$116K -522 -9%
1WM
2243
1900 Wealth Management
Texas
$1.13M +$126K +568 +12%
QFA
2244
Quattro Financial Advisors
Texas
$1.13M – – –
EFH
2245
Eaton Financial Holdings
Florida
$1.13M -$8.46K -38 -0.8%
WE
2246
Wealth Effects
Massachusetts
$1.13M +$134K +604 +14%
EFG
2247
Everhart Financial Group
Ohio
$1.12M +$166K +747 +18%
TIA
2248
Trust Investment Advisors
Indiana
$1.12M -$17.4K -78 -2%
CCMW
2249
Cypress Capital Management (Wyoming)
Wyoming
$1.12M -$22.3K -100 -2%
LB
2250
Leo Brokerage
Texas
$1.12M +$1.1M +4,954 New
88 89
90
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