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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2601
Physician Wealth Advisors
Utah
$542K +$284K +3,626 +108%
RFW
2602
Rainier Family Wealth
Washington
$542K +$12.6K +161 +2%
TC
2603
Truvestments Capital
Florida
$541K +$3.76K +48 +0.7%
ML
2604
Mayport LLC
Massachusetts
$540K +$470 +6 +0.1%
USWIA
2605
UP Strategic Wealth Investment Advisors
Pennsylvania
$539K +$3.91K +50 +0.9%
NAMP
2606
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$539K -$22.5K -288 -4%
CCM
2607
Chaney Capital Management
Washington
$539K – – –
IFS
2608
Ifrah Financial Services
Arkansas
$539K -$8.69K -111 -2%
SWM
2609
SHP Wealth Management
Massachusetts
$538K -$23.5K -300 -4%
A
2610
Argentarii
Ohio
$538K +$283K +3,612 +109%
ALA
2611
Atlas Legacy Advisors
California
$538K -$91.4K -1,167 -14%
B
2612
Bayban
Minnesota
$538K +$9.63K +123 +2%
MBWA
2613
Marin Bay Wealth Advisors
California
$537K -$34.9K -446 -6%
GP
2614
Guardian Partners
Canada
$537K -$19.5K -249 -3%
BP
2615
Broadleaf Partners
Ohio
$536K – – –
BAWM
2616
Bennett Associates Wealth Management
Pennsylvania
$536K -$15.1K -193 -3%
APA
2617
Astoria Portfolio Advisors
New York
$535K +$705 +9 +0.1%
PMFA
2618
Plante Moran Financial Advisors
Michigan
$534K -$93.3K -1,192 -15%
JSL
2619
JT Stratford LLC
Georgia
$533K -$548 -7 -0.1%
SC
2620
Stolper & Co
Oklahoma
$531K -$9.67M -123,563 -99%
CAM
2621
Chesapeake Asset Management
New York
$531K +$20.7K +265 +4%
SMH
2622
Sanders Morris Harris
Texas
$531K +$535K +6,838 New
MWC
2623
MBM Wealth Consultants
Missouri
$530K – – –
SMA
2624
Seven Mile Advisory
New Jersey
$530K -$227K -2,900 -30%
MC
2625
Miramontes Capital
California
$529K -$18.1K -231 -3%
103 104
105
106 107