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Name Holding Trade Value Shares
Change 		Change in
Stake
MCCP
2601
Mission Creek Capital Partners
California
$524K +$8.38K +113 +1%
AIP
2602
Alexis Investment Partners
Texas
$524K -$342K -4,612 -41%
WC
2603
Westerkirk Capital
$524K +$505K +6,801 New
KCFA
2604
Key Client Fiduciary Advisors
New Jersey
$523K -$41.3K -557 -8%
FNBTCON
2605
First National Bank & Trust Co of Newtown
Pennsylvania
$523K +$11.1K +150 +2%
CFG
2606
Carr Financial Group
Massachusetts
$523K -$21.1K -285 -4%
AWM
2607
Avaii Wealth Management
Wisconsin
$522K +$98.8K +1,331 +24%
CA
2608
Cortland Associates
Missouri
$522K – – –
LEA
2609
Legacy Edge Advisors
New York
$522K -$12.7K -171 -2%
TPW
2610
Transatlantique Private Wealth
New York
$521K – – –
CAL
2611
Capital Advisors Ltd
Ohio
$520K -$2.52K -34 -0.5%
BI
2612
Bolthouse Investments
California
$519K – – –
SAM
2613
Secure Asset Management
Michigan
$519K -$890 -12 -0.2%
VAS
2614
Valicenti Advisory Services
New York
$519K – – –
LAM
2615
Lummis Asset Management
Texas
$518K +$4.23K +57 +0.9%
AFA
2616
American Financial Advisors
Georgia
$518K +$1.78K +24 +0.4%
FWP
2617
Firethorn Wealth Partners
Georgia
$518K +$29.1K +392 +6%
SWGC
2618
Summit Wealth Group (Colorado)
Colorado
$515K -$4.01M -54,080 -89%
LCWP
2619
Legacy Capital Wealth Partners
Arkansas
$515K -$18.6K -250 -4%
PFG
2620
Prosperity Financial Group
California
$515K +$39K +526 +9%
BL
2621
Balentine LLC
Georgia
$514K +$190K +2,560 +62%
GW
2622
Griffith & Werner
Georgia
$514K – – –
MIP
2623
Marietta Investment Partners
Wisconsin
$513K -$7.49K -101 -1%
AWA
2624
AGH Wealth Advisors
Kansas
$513K -$74K -997 -13%
WWMSC
2625
Wagner Wealth Management (South Carolina)
South Carolina
$513K +$179K +2,414 +57%
103 104
105
106 107