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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2901
Peconic Partners
New York
$86K -$70.4K -1,350 -45%
SA
2902
SRH Advisors
Kansas
$86K – – –
SMG
2903
Spectrum Management Group
Indiana
$82K -$3.76K -72 -4%
LJHT
2904
Laurie J. Hall Trustee
$82K – – –
MSE
2905
MUFG Securities EMEA
United Kingdom
$80K +$80.3K +1,540 New
FWA
2906
FSC Wealth Advisors
New York
$78K +$77.9K +1,494 New
TC
2907
TAP Consulting
Missouri
$76K +$76K +1,456 New
CSWM
2908
Cassady Schiller Wealth Management
Ohio
$75K +$75.3K +1,444 New
FCG
2909
Financial Connections Group
California
$75K +$75.6K +1,449 New
HI
2910
Hoey Investments
Pennsylvania
$72K +$57.4K +1,100 +381%
LPP
2911
Life Planning Partners
Florida
$72K +$72.8K +1,395 New
JRFS
2912
James Reed Financial Services
Ohio
$72K +$73K +1,400 New
CWA
2913
Clearview Wealth Advisors
Oregon
$71K -$89.8K -1,722 -56%
JEST
2914
JTC Employer Solutions Trustee
Jersey
$71K – – –
CWM
2915
Curi Wealth Management
North Carolina
$71K +$71.9K +1,378 New
CAL
2916
Capital Advisors Ltd
Ohio
$69K -$7.57K -145 -10%
UIA
2917
Ulland Investment Advisors
Minnesota
$67K +$66.8K +1,280 New
CA
2918
Crewe Advisors
Utah
$66K – – –
RWM
2919
Raffa Wealth Management
District of Columbia
$65K +$3.55K +68 +6%
MIM
2920
Meridiem Investment Management
United Kingdom
$64K – – –
BA
2921
Bellwether Advisors
Nebraska
$63K -$14.2K -273 -18%
OA
2922
Operose Advisors
Wisconsin
$62K +$62.6K +1,199 New
MWA
2923
Miller Wealth Advisors
Colorado
$57K +$57.2K +1,096 New
PWC
2924
PYA Waltman Capital
Tennessee
$57K +$57.5K +1,102 New
FA
2925
Financial Advantage
Maryland
$54K -$69.4K -1,330 -56%
115 116
117
118 119