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Name Holding Trade Value Shares
Change 		Change in
Stake
UBG
2201
United Bank (Georgia)
Georgia
$396K -$84.3K -1,797 -16%
SPWG
2202
Sage Private Wealth Group
Illinois
$395K +$33.4K +711 +8%
LSWP
2203
Liberty Square Wealth Partners
Pennsylvania
$395K -$27.3K -582 -6%
BHC
2204
Bull Harbor Capital
Maryland
$395K +$227K +4,836 +108%
BDFN
2205
Bond & Devick Financial Network
Minnesota
$394K – – –
GA
2206
Greenspring Advisors
Maryland
$394K -$8.82K -188 -2%
FDS
2207
Freedom Day Solutions
Texas
$394K +$4.69K +100 +1%
3IP
2208
3Chopt Investment Partners
Virginia
$394K -$28.7K -612 -6%
PDL
2209
Portfolio Design Labs
California
$393K +$8.4K +179 +2%
CA
2210
COFG Advisors
Illinois
$392K +$29K +619 +7%
DWM
2211
Darwin Wealth Management
Florida
$392K +$5.77K +123 +1%
NAS
2212
NWF Advisory Services
California
$392K -$310K -6,616 -42%
HCP
2213
Hardin Capital Partners
South Carolina
$392K -$41K -874 -9%
KNW
2214
Kesler Norman & Wride
Utah
$391K -$141 -3 -0%
PWM
2215
Purus Wealth Management
California
$391K -$69.8K -1,488 -14%
FA
2216
Freestate Advisors
Kansas
$390K +$94 +2 +0%
AFG
2217
Albion Financial Group
Utah
$390K -$1.83K -39 -0.4%
CWP
2218
Curated Wealth Partners
California
$389K +$431K +9,198 New
OWA
2219
One Wealth Advisors
California
$389K +$45.3K +966 +12%
TWM
2220
Triton Wealth Management
Arizona
$389K -$4.55K -97 -1%
IAAG
2221
Innovative Asset Advisors Group
Connecticut
$388K -$17.1K -364 -4%
SGCM
2222
Sanchez Gaunt Capital Management
Nevada
$388K +$6.1K +130 +1%
AAA
2223
American Alpha Advisors
New York
$387K -$37K -788 -8%
HCMT
2224
Highland Capital Management (Tennessee)
Tennessee
$387K +$35.2K +750 +9%
NFG
2225
Northbridge Financial Group
Florida
$386K -$23.7K -505 -5%
87 88
89
90 91