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Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
2576
NWF Advisory Services
California
$346K +$25.6K +501 +8%
PAA
2577
Peregrine Asset Advisers
Oregon
$346K – – –
MPW
2578
Monterey Private Wealth
California
$346K +$8.12K +159 +2%
RCG
2579
Regatta Capital Group
California
$344K -$6.33K -124 -2%
GFG
2580
Goldstone Financial Group
Illinois
$344K -$255 -5 -0.1%
MA
2581
MJP Associates
Connecticut
$344K -$310K -6,059 -47%
FA
2582
Fortis Advisors
Pennsylvania
$343K – – –
COCM
2583
Charter Oak Capital Management
New Hampshire
$342K +$51.8K +1,014 +18%
SMH
2584
Sanders Morris Harris
Texas
$342K – – –
BA
2585
Ballast Advisors
Minnesota
$342K -$32.4K -635 -9%
CS
2586
Cannell & Spears
New York
$342K +$58.8K +1,150 +20%
PWP
2587
Pursue Wealth Partners
California
$340K – – –
KBFS
2588
Kohmann Bosshard Financial Services
Ohio
$340K +$11.1K +218 +3%
CAS
2589
Coppell Advisory Solutions
Texas
$340K -$353K -6,917 -51%
NEPPG
2590
New England Professional Planning Group
Rhode Island
$340K +$511 +10 +0.1%
GWA
2591
Gratus Wealth Advisors
Virginia
$340K +$344K +6,726 New
MCM
2592
MV Capital Management
Maryland
$339K -$2.81K -55 -0.8%
DDPIC
2593
Deroy & Devereaux Private Investment Counsel
Michigan
$338K -$5.67K -111 -2%
HR
2594
Hardy Reed
Mississippi
$338K +$126K +2,463 +58%
LF
2595
LifePlan Financial
Minnesota
$338K +$342K +6,687 New
AA
2596
Altman Advisors
Illinois
$337K – – –
LEA
2597
Legacy Edge Advisors
New York
$337K +$341K +6,678 New
PWP
2598
Phillips Wealth Planners
Mississippi
$337K -$21.7K -425 -6%
SAM
2599
SP Asset Management
California
$337K +$2.04K +40 +0.6%
NWM
2600
Napa Wealth Management
California
$337K +$341K +6,675 New
102 103
104
105 106