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Name Holding Trade Value Shares
Change 		Change in
Stake
FPL
1676
Fortress Private Ledger
North Carolina
$436K -$30.6K -276 -8%
DDC
1677
DF Dent & Co
Maryland
$436K – – –
RCG
1678
Regatta Capital Group
California
$435K -$34.9K -315 -9%
DG
1679
Diesslin Group
Texas
$435K +$443 +4 +0.1%
TAFW
1680
Tred Avon Family Wealth
Maryland
$434K +$28.1K +254 +8%
APC
1681
Aspire Private Capital
North Carolina
$434K +$14.7K +133 +4%
LBC
1682
Leigh Baldwin & Co
New York
$433K +$221 +2 +0.1%
GIM
1683
Goelzer Investment Management
Indiana
$432K +$33.2K +300 +10%
CA
1684
Cornerstone Advisory
Maryland
$432K +$14.6K +132 +4%
PP
1685
Patron Partners
Texas
$431K +$2.99K +27 +0.8%
EPIM
1686
Evelyn Partners Investment Management
$430K -$33.2K -300 -8%
WJA
1687
Willis Johnson & Associates
Texas
$430K -$14K -126 -4%
GPA
1688
Garrison Point Advisors
California
$429K +$332 +3 +0.1%
TLA
1689
Tanglewood Legacy Advisors
Texas
$429K – – –
SDWIA
1690
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$428K +$111 +1 +0%
GF
1691
Goodman Financial
Texas
$427K -$2.77K -25 -0.8%
M1FG
1692
Mach-1 Financial Group
Arkansas
$426K -$1.03M -9,262 -74%
KA
1693
Klingman & Associates
New York
$425K +$19K +172 +6%
ACM
1694
Arcataur Capital Management
Wisconsin
$424K -$7.75K -70 -2%
SAM
1695
Smithbridge Asset Management
Pennsylvania
$423K -$355K -3,208 -50%
PFS
1696
Physicians Financial Services
North Carolina
$423K +$24.9K +225 +8%
CCG
1697
Coastwise Capital Group
California
$421K +$353K +3,192 New
HHCP
1698
Hilton Head Capital Partners
South Carolina
$421K +$1.33K +12 +0.4%
AWAP
1699
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$421K -$8.86K -80 -2%
MSFS
1700
Main Street Financial Solutions
Pennsylvania
$420K -$6.75K -61 -2%
66 67
68
69 70