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Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
1501
Focus Financial Network
Minnesota
$570K -$130K -1,178 -21%
NP
1502
Nilsine Partners
Colorado
$570K +$30K +271 +6%
CTA
1503
Clear Trail Advisors
Texas
$569K – – –
CWM
1504
Centurion Wealth Management
Virginia
$567K -$24.6K -222 -5%
TAM
1505
Titleist Asset Management
Texas
$566K +$9.97K +90 +2%
TCM
1506
Tuttle Capital Management
Connecticut
$566K +$475K +4,288 New
NB
1507
Northwest Bancshares
Pennsylvania
$563K – – –
MTC
1508
McDaniel Terry & Co
Texas
$563K +$24.8K +224 +6%
FFA
1509
Founders Financial Alliance
North Carolina
$562K +$1.88K +17 +0.4%
SFWA
1510
Summit Financial Wealth Advisors
Louisiana
$562K -$775 -7 -0.2%
OC
1511
Oakworth Capital
Alabama
$559K – – –
RMP
1512
Richards, Merrill & Peterson
Washington
$558K -$56.8K -513 -11%
CCIA
1513
Cherry Creek Investment Advisors
Colorado
$556K – – –
1IA
1514
1834 Investment Advisors
Wisconsin
$555K -$3.32K -30 -0.7%
AF
1515
Advisornet Financial
Minnesota
$554K +$7.75K +70 +2%
DTL
1516
Dynamic Technology Lab
Singapore
$553K +$464K +4,188 New
AI
1517
AdvisorShares Investments
Maryland
$552K -$111K -1,000 -19%
PWP
1518
Ponta Wealth Partners
Florida
$552K +$14.9K +135 +3%
PC
1519
PCB Capital
New Jersey
$551K +$5.2K +47 +1%
VFG
1520
Victory Financial Group
Texas
$549K +$50.6K +457 +12%
DE
1521
Defiance ETFs
New York
$547K +$459K +4,142 New
PT
1522
Plimoth Trust
Massachusetts
$546K – – –
BBA
1523
Baader Bank Aktiengesellschaft
Germany
$545K +$490K +4,422 New
PIM
1524
Penobscot Investment Management
Massachusetts
$544K – – –
TAM
1525
Trillium Asset Management
Massachusetts
$544K – – –
59 60
61
62 63