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Name Holding Trade Value Shares
Change 		Change in
Stake
BHPW
1551
Beverly Hills Private Wealth
California
$333K -$28.9K -91 -8%
IA
1552
Insight Advisors
Pennsylvania
$333K – – –
AIM
1553
Acropolis Investment Management
Missouri
$331K – – –
NSIM
1554
North Star Investment Management
Illinois
$329K – – –
FMN
1555
Financial Management Network
California
$329K +$951 +3 +0.3%
SOS
1556
Silver Oak Securities
Tennessee
$328K +$43.5K +137 +16%
TWPM
1557
Total Wealth Planning & Management
Florida
$328K -$150K -473 -33%
SWGC
1558
Summit Wealth Group (Colorado)
Colorado
$327K +$21.2K +67 +7%
CWA
1559
Cura Wealth Advisors
Illinois
$326K -$14.9K -47 -5%
CFP
1560
Cascade Financial Partners
California
$325K – – –
MA
1561
MW Advisory
Georgia
$325K +$308K +970 New
TPI
1562
Trust Point Inc
Wisconsin
$323K +$306K +965 New
SFWC
1563
Strategic Family Wealth Counselors
New Jersey
$321K -$15.9K -50 -5%
FG
1564
Foster Group
Iowa
$320K +$29.2K +92 +11%
IA
1565
IFG Advisory
Georgia
$318K +$247K +780 +459%
FWP
1566
Flatrock Wealth Partners
California
$315K +$3.81K +12 +1%
NI
1567
Natural Investments
California
$314K -$44.1K -139 -13%
QFA
1568
Quantum Financial Advisors
California
$313K -$4.12K -13 -1%
CCMI
1569
Creative Capital Management Investments
California
$313K +$296K +934 New
NB
1570
Nicolet Bankshares
Wisconsin
$311K +$310K +976 New
RCP
1571
Rothschild Capital Partners
New York
$310K – – –
FFM
1572
Fullerton Fund Management
Singapore
$310K -$101K -318 -26%
FHWM
1573
Fox Hill Wealth Management
Massachusetts
$310K -$12.4K -39 -4%
TCWA
1574
Turtle Creek Wealth Advisors
Texas
$310K +$294K +926 New
RW
1575
Ridgeline Wealth
Arizona
$310K -$3.17K -10 -1%
61 62
63
64 65