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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
2076
Outlook Wealth Advisors
Texas
$218K +$21K +146 +9%
PCM
2077
Ping Capital Management
New York
$217K +$43.2K +300 +20%
GIM
2078
Goelzer Investment Management
Indiana
$217K -$3.88K -27 -1%
FCA
2079
Fortis Capital Advisors
Kansas
$217K -$79.3K -551 -27%
GFG
2080
Goldstone Financial Group
Illinois
$217K +$59.6K +414 +30%
GWM
2081
GoalFusion Wealth Management
Texas
$217K -$25K -174 -9%
AWM
2082
Aviso Wealth Management
Washington
$217K -$315K -2,187 -55%
MHC
2083
May Hill Capital
Massachusetts
$217K +$258K +1,794 New
GCA
2084
Gallagher Capital Advisors
Texas
$217K +$258K +1,794 New
OC
2085
Oakworth Capital
Alabama
$216K – – –
JEST
2086
JTC Employer Solutions Trustee
Jersey
$216K – – –
S
2087
Sunpointe
Missouri
$216K +$15.5K +108 +6%
LWM
2088
LongView Wealth Management
Georgia
$215K -$24.7K -172 -9%
MSWM
2089
McGlone Suttner Wealth Management
Wisconsin
$215K -$72.7K -505 -22%
IWP
2090
Invenio Wealth Partners
Florida
$215K – – –
CAM
2091
Cidel Asset Management
Ontario, Canada
$215K +$46.5K +323 +22%
EE
2092
EWG Elevate
California
$215K +$256K +1,780 New
DA
2093
Detalus Advisors
Missouri
$215K +$23.3K +162 +10%
GHAM
2094
Gilman Hill Asset Management
Connecticut
$214K -$50.4K -350 -16%
LWA
2095
Lineweaver Wealth Advisors
Ohio
$214K +$4.03K +28 +2%
AIM
2096
Acropolis Investment Management
Missouri
$214K -$43.2K -300 -14%
AFO
2097
Arrowroot Family Office
California
$214K +$255K +1,770 New
LIG
2098
Lokken Investment Group
Delaware
$214K -$3.6K -25 -1%
BCG
2099
Breakwater Capital Group
New Jersey
$213K +$12.7K +88 +5%
HCM
2100
Hodges Capital Management
Texas
$213K -$109K -760 -30%
82 83
84
85 86