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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2501
Walker Asset Management
Missouri
$291K -$4.49K -20 -1%
NEWAS
2502
N.E.W. Advisory Services
Wisconsin
$291K +$93.2K +415 +44%
TLP
2503
Trinity Legacy Partners
Texas
$291K -$898 -4 -0.3%
PCP
2504
Perbak Capital Partners
United Kingdom
$290K -$1.35M -5,992 -82%
MG
2505
McHugh Group
Ohio
$289K – – –
HCM
2506
Howland Capital Management
Massachusetts
$289K +$5.62K +25 +2%
FC
2507
Financial Consulate
Maryland
$289K +$49.6K +221 +20%
BWM
2508
BAM Wealth Management
Colorado
$289K +$6.96K +31 +2%
SCM
2509
Sunbeam Capital Management
Georgia
$288K +$6.74K +30 +2%
SAM
2510
Stembrook Asset Management
New Jersey
$288K +$302K +1,344 New
SEP
2511
Southland Equity Partners
Missouri
$288K +$12.4K +55 +4%
CB
2512
Cadence Bank
Mississippi
$287K +$301K +1,342 New
MA
2513
Mosaic Advisors
Texas
$287K +$301K +1,341 New
CW
2514
Curio Wealth
Maryland
$287K +$4.04K +18 +1%
CSA
2515
Cottage Street Advisors
Massachusetts
$287K – – –
WA
2516
WBH Advisory
Maryland
$287K -$12.6K -56 -4%
TWP
2517
Tempus Wealth Planning
California
$286K – – –
ACM
2518
Appalachian Capital Management
Ohio
$286K +$300K +1,335 New
FTC
2519
Farmers Trust Company
Ohio
$285K +$299K +1,332 New
CC
2520
Centiva Capital
New York
$285K +$299K +1,331 New
AGC
2521
August Group Capital
$285K +$299K +1,330 New
EFG
2522
Embree Financial Group
Illinois
$284K +$297K +1,324 New
SWM
2523
Stockman Wealth Management
Montana
$283K -$5.39K -24 -2%
CAM
2524
Concorde Asset Management
Michigan
$283K +$225 +1 +0.1%
BOJHT
2525
Bank of Jackson Hole Trust
Wyoming
$283K +$89.4K +398 +43%
99 100
101
102 103