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Name Holding Trade Value Shares
Change 		Change in
Stake
UWM
1851
Urban Wealth Management
California
$303K +$347K +1,524 New
BWCS
1852
Beirne Wealth Consulting Services
Connecticut
$303K +$1.14K +5 +0.3%
EG
1853
Ellerson Group
Maryland
$303K +$26.9K +118 +8%
LFS
1854
Littlejohn Financial Services
Oregon
$303K +$39.6K +174 +13%
OF
1855
Optimize Financial
California
$303K +$346K +1,520 New
SAM
1856
Sagewood Asset Management
New York
$302K +$346K +1,518 New
DIP
1857
DT Investment Partners
Pennsylvania
$302K +$76.3K +335 +28%
LHP
1858
Lexington Hill Partners
Texas
$302K +$20.7K +91 +6%
FI
1859
Financial Insights
Washington
$301K +$10K +44 +3%
AG
1860
AmeriFlex Group
Nevada
$300K +$911 +4 +0.3%
FLPIM
1861
F.L. Putnam Investment Management
Massachusetts
$300K -$108K -475 -24%
SWA
1862
Strata Wealth Advisors
Texas
$299K -$1.82K -8 -0.5%
LCM
1863
Legato Capital Management
California
$299K -$227K -998 -40%
RCM
1864
RB Capital Management
Nevada
$299K -$7.97K -35 -2%
CAAS
1865
Capital Asset Advisory Services
Michigan
$299K -$57.8K -254 -16%
ATFA
1866
All Terrain Financial Advisors
Minnesota
$299K – – –
BFC
1867
Bedel Financial Consulting
Indiana
$297K -$23.2K -102 -6%
TIA
1868
Traphagen Investment Advisors
New Jersey
$297K -$19.1K -84 -5%
HB
1869
Horizon Bancorp
Indiana
$297K +$10.2K +45 +3%
AP
1870
Anchyra Partners
Georgia
$297K +$18.7K +82 +6%
I
1871
InceptionR
California
$295K +$338K +1,483 New
PGAM
1872
Princeton Global Asset Management
New Jersey
$295K +$54.9K +241 +19%
4WM
1873
44 Wealth Management
Oregon
$295K -$1.82K -8 -0.5%
PAM
1874
Palisade Asset Management
Minnesota
$294K – – –
KA
1875
Klingman & Associates
New York
$294K +$7.51K +33 +2%
73 74
75
76 77