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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1776
Liberty Capital Management
Michigan
$310K – – –
DPIM
1777
Duff & Phelps Investment Management
Illinois
$310K -$1.33M -10,975 -80%
MG
1778
Marex Group
$310K -$2.41M -19,813 -88%
WA
1779
WBH Advisory
Maryland
$310K -$15.7K -129 -5%
AA
1780
Aufman Associates
Pennsylvania
$310K -$13.6K -112 -4%
ERIM
1781
Eagle Ridge Investment Management
Connecticut
$310K – – –
JEST
1782
JTC Employer Solutions Trustee
Jersey
$309K – – –
VW
1783
Vance Wealth
California
$307K +$326K +2,686 New
DAS
1784
Diversify Advisory Services
Utah
$307K -$28.7K -236 -8%
IHL
1785
Investment House LLC
California
$306K -$12.1K -100 -4%
PCM
1786
Peirce Capital Management
Texas
$306K -$6.19K -51 -2%
RWB
1787
RMR Wealth Builders
New Jersey
$305K +$65.2K +537 +25%
PSCM
1788
Per Stirling Capital Management
Texas
$305K -$43.2K -356 -12%
MMG
1789
Monetary Management Group
Missouri
$303K +$60.7K +500 +23%
PPC
1790
Park Place Capital
Alabama
$303K +$76.8K +632 +31%
LA
1791
LM Advisors
California
$303K – – –
KWM
1792
Kolinsky Wealth Management
New Jersey
$303K -$1.94K -16 -0.6%
DWM
1793
Diversify Wealth Management
Utah
$303K +$351K +2,894 New
MW
1794
Maia Wealth
Colorado
$302K +$320K +2,636 New
AIA
1795
Angeles Investment Advisors
California
$302K -$213K -1,754 -40%
VC
1796
Vicus Capital
Pennsylvania
$302K +$11.4K +94 +4%
RGC
1797
Roberts, Glore & Co
Illinois
$301K +$121 +1 +0%
SDH
1798
Sloy Dahl & Holst
Washington
$301K – – –
DAC
1799
Dividend Assets Capital
South Carolina
$300K -$39.5K -325 -11%
FA
1800
Fiducient Advisors
Illinois
$300K +$318K +2,620 New
70 71
72
73 74