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Name Holding Trade Value Shares
Change 		Change in
Stake
HKAM
4351
Horizon Kinetics Asset Management
New York
$1.76M -$131K -700 -8%
NMM
4352
Naples Money Management
Florida
$1.76M -$1.61M -8,620 -52%
PPWP
4353
Proquility Private Wealth Partners
Nevada
$1.76M +$685K +3,671 +78%
EWA
4354
Elevate Wealth Advisory
Georgia
$1.76M +$3.73K +20 +0.2%
BPFA
4355
Barnes Pettey Financial Advisors
Mississippi
$1.75M -$384K -2,061 -20%
GPA
4356
Guidance Point Advisors
Massachusetts
$1.75M -$16.6K -89 -1%
MFS
4357
McNamara Financial Services
Massachusetts
$1.75M -$16.2K -87 -1%
SCM
4358
Sirios Capital Management
Massachusetts
$1.75M +$1.55M +8,289 New
MWA
4359
Muirfield Wealth Advisors
North Carolina
$1.74M -$356K -1,910 -19%
ICM
4360
Intrepid Capital Management
Florida
$1.74M +$23.7K +127 +2%
EIP
4361
Easterly Investment Partners
Massachusetts
$1.74M – – –
LAS
4362
Lloyd Advisory Services
Georgia
$1.74M -$6.76M -36,273 -81%
VPWA
4363
Vestia Personal Wealth Advisors
Indiana
$1.74M +$1.54M +8,244 New
TWM
4364
Trevian Wealth Management
Massachusetts
$1.74M -$44.8K -240 -3%
CWA
4365
CM Wealth Advisors
Ohio
$1.73M -$1.08M -5,775 -41%
TWM
4366
Tolleson Wealth Management
Texas
$1.73M +$94.9K +509 +7%
GC
4367
Gruss & Co
Florida
$1.73M +$559K +3,000 +58%
AWM
4368
Ariadne Wealth Management
California
$1.73M +$1.53M +8,196 New
VF
4369
VitalStone Financial
Texas
$1.73M +$505K +2,708 +49%
SCM
4370
Sollinda Capital Management
Florida
$1.72M +$28.5K +153 +2%
WWWM
4371
White Wing Wealth Management
Texas
$1.72M +$43.1K +231 +3%
NFG
4372
Northeast Financial Group
Pennsylvania
$1.71M -$246K -1,320 -14%
DACG
4373
Donor Advised Charitable Giving
California
$1.71M +$1.51M +8,100 New
IFA
4374
Interactive Financial Advisors
Illinois
$1.71M – – –
LFPWM
4375
Leicht Financial Planning & Wealth Management
New Jersey
$1.7M – – –
173 174
175
176 177