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Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
2176
Lion Street Advisors
Texas
$427K +$142K +3,269 +68%
MWC
2177
MBM Wealth Consultants
Missouri
$427K +$13.2K +305 +3%
KA
2178
Klingman & Associates
New York
$427K +$39.2K +905 +10%
AFG
2179
Albion Financial Group
Utah
$426K +$47.1K +1,088 +13%
BOJHT
2180
Bank of Jackson Hole Trust
Wyoming
$426K +$55K +1,270 +15%
APWA
2181
Atlas Private Wealth Advisors
New Jersey
$425K -$727K -16,802 -63%
AWM
2182
Angeles Wealth Management
California
$424K -$11.4K -264 -3%
FI
2183
Finivi Inc
Massachusetts
$423K +$3.38K +78 +0.8%
EWM
2184
Elevatus Welath Management
New York
$423K +$69.9K +1,614 +20%
LFA
2185
Laraway Financial Advisors
Minnesota
$421K +$28.4K +655 +7%
PMSA
2186
Patrick M. Sweeney & Associates
Illinois
$420K +$7.36K +170 +2%
CT
2187
Clearstead Trust
Maine
$420K -$38.7K -895 -9%
AFGAS
2188
Allegiance Financial Group Advisory Services
Virginia
$417K +$411K +9,486 New
BOPW
2189
Brandywine Oak Private Wealth
Pennsylvania
$417K -$6.75K -156 -2%
PGAM
2190
Princeton Global Asset Management
New Jersey
$417K -$1.04K -24 -0.3%
CSI
2191
Cross Staff Investments
New York
$416K – – –
BP
2192
BBR Partners
New York
$416K +$4.67K +108 +1%
BCM
2193
Birmingham Capital Management
Alabama
$415K -$223K -5,150 -35%
BMCM
2194
Burns Matteson Capital Management
New York
$414K -$606 -14 -0.1%
LGW
2195
Leslie Global Wealth
Illinois
$414K +$1.77K +41 +0.4%
SFS
2196
Security Financial Services
Indiana
$413K +$41.4K +956 +11%
BCP
2197
Blue Chip Partners
Michigan
$410K +$2.51K +58 +0.6%
BDFN
2198
Bond & Devick Financial Network
Minnesota
$409K +$24.5K +565 +6%
LWM
2199
LJI Wealth Management
Indiana
$409K +$303 +7 +0.1%
FAFN
2200
First Affirmative Financial Network
Colorado
$408K -$19.6K -452 -5%
86 87
88
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