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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1701
Stonebridge Capital Management
California
$971K +$1.02M +4,773 New
SFO
1702
Stokes Family Office
Louisiana
$970K -$102K -479 -9%
MFIM
1703
Mesirow Financial Investment Management
Illinois
$969K +$247K +1,156 +32%
1CP
1704
1015 Capital Partners
Pennsylvania
$965K +$33.5K +157 +3%
TF
1705
Trek Financial
Arizona
$963K -$4.01M -18,766 -80%
JIC
1706
Joel Isaacson & Co
New York
$962K +$394K +1,844 +64%
UWPG
1707
Ullmann Wealth Partners Group
Florida
$960K +$84.8K +397 +9%
RMDI
1708
R.M. Davis Inc
Maine
$959K +$1.92K +9 +0.2%
S
1709
SharpePoint
Arizona
$955K – – –
CFO
1710
Cambient Family Office
Michigan
$951K +$192K +901 +24%
NWMG
1711
National Wealth Management Group
Ohio
$951K -$54.2K -254 -5%
SIAG
1712
Safeguard Investment Advisory Group
California
$946K +$20.1K +94 +2%
PFW
1713
Petros Family Wealth
Minnesota
$945K -$209K -981 -17%
KCM
1714
Kathmere Capital Management
Pennsylvania
$944K +$252K +1,182 +34%
FFA
1715
Fairfield Financial Advisors
Massachusetts
$943K +$98.6K +462 +11%
GS
1716
GWN Securities
Florida
$942K +$218K +1,021 +28%
WPP
1717
Whalerock Point Partners
Rhode Island
$942K – – –
UFF
1718
USA Financial Formulas
Michigan
$941K -$536K -2,511 -35%
DIA
1719
Dana Investment Advisors
Wisconsin
$941K +$19.9K +93 +2%
SWA
1720
Sax Wealth Advisors
New Jersey
$941K -$9.61K -45 -1%
CA
1721
Calton & Associates
Florida
$940K +$44.2K +207 +5%
CV
1722
Counterweight Ventures
North Carolina
$940K – – –
OL
1723
OneFund LLC
Florida
$940K -$49.5K -232 -5%
TPI
1724
Trust Point Inc
Wisconsin
$939K +$10K +47 +1%
ELI
1725
Empire Life Investments
Ontario, Canada
$939K -$124K -583 -12%
67 68
69
70 71