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Name Holding Trade Value Shares
Change 		Change in
Stake
TFIPS
1726
Towarzystwo Funduszy Inwestycyjnych PZU SA
$217K – – –
SIG
1727
Sargent Investment Group
Maryland
$216K -$586K -3,286 -73%
AAS
1728
Asset Allocation Strategies
Michigan
$216K +$212K +1,187 New
BMMM
1729
Boston Mountain Money Management
Arkansas
$216K – – –
SSWM
1730
Smith Salley Wealth Management
North Carolina
$216K -$33.7K -189 -14%
PWA
1731
Physician Wealth Advisors
Utah
$216K +$207K +1,159 New
ACGA
1732
Atlanta Consulting Group Advisors
Georgia
$215K – – –
JWM
1733
JGP Wealth Management
Oregon
$214K +$210K +1,178 New
RWP
1734
Revolve Wealth Partners
New Jersey
$214K -$356 -2 -0.2%
EFL
1735
ERn Financial LLC
Wisconsin
$214K -$21.2K -119 -9%
AUB
1736
Atlantic Union Bankshares
Virginia
$213K +$1.43K +8 +0.7%
EFMC
1737
Empire Financial Management Company
New York
$213K -$1.29M -7,250 -86%
FA
1738
Fountainhead AM
New Jersey
$213K +$20.9K +117 +11%
NWMG
1739
National Wealth Management Group
Ohio
$212K +$208K +1,167 New
VC
1740
Vicus Capital
Pennsylvania
$212K +$3.21K +18 +2%
VFG
1741
Valley Financial Group
Pennsylvania
$211K – – –
BFG
1742
Beacon Financial Group
Texas
$211K +$3.74K +21 +2%
CW
1743
Cook Wealth
North Carolina
$211K -$98.9K -555 -33%
FNC
1744
First National Corp
Massachusetts
$211K – – –
MCA
1745
MSH Capital Advisors
Arizona
$211K +$3.03K +17 +1%
IPW
1746
Impact Partnership Wealth
Georgia
$211K +$20.1K +113 +11%
CFO
1747
Callan Family Office
Pennsylvania
$210K +$206K +1,156 New
BFO
1748
Biltmore Family Office
North Carolina
$210K – – –
DIP
1749
DT Investment Partners
Pennsylvania
$210K – – –
SAA
1750
Southeast Asset Advisors
Georgia
$210K – – –
68 69
70
71 72