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Name Holding Trade Value Shares
Change 		Change in
Stake
NG
2701
Northstar Group
New York
$248K -$6.45K -114 -2%
TFCP
2702
Twin Focus Capital Partners
Massachusetts
$248K +$20.4K +361 +9%
SWM
2703
Sugarloaf Wealth Management
Georgia
$246K -$12.4K -220 -5%
BAM
2704
Bosun Asset Management
Illinois
$246K +$57K +1,007 +30%
DCM
2705
Driehaus Capital Management
Illinois
$246K +$250K +4,419 New
WA
2706
WESPAC Advisors
California
$245K -$67.8K -1,199 -21%
RCM
2707
Requisite Capital Management
Texas
$245K +$2.21K +39 +0.9%
HGERS
2708
Householder Group Estate & Retirement Specialist
Arizona
$245K +$15.7K +277 +7%
SCG
2709
Sonata Capital Group
Washington
$244K – – –
NIM
2710
NuWave Investment Management
New Jersey
$244K +$248K +4,376 New
OCM
2711
Objective Capital Management
Ohio
$243K -$792 -14 -0.3%
KWA
2712
Kellett Wealth Advisors
Ohio
$243K +$113 +2 +0%
HR
2713
Hardy Reed
Mississippi
$242K -$66.2K -1,170 -21%
BA
2714
Birinyi Associates
Connecticut
$241K – – –
CRWM
2715
Castle Rock Wealth Management
California
$240K -$25.3K -447 -9%
1IA
2716
1620 Investment Advisors
Massachusetts
$240K – – –
CFO
2717
Custos Family Office
Texas
$240K +$32.5K +575 +15%
SSW
2718
Stone Summit Wealth
Florida
$237K -$4.47K -79 -2%
SHJ
2719
Sharkey, Howes & Javer
Colorado
$237K +$113 +2 +0%
MAM
2720
MMA Asset Management
Pennsylvania
$236K -$244K -4,308 -47%
6F
2721
626 Financial
Michigan
$236K -$5.6K -99 -2%
GWM
2722
Gray Wealth Management
Maine
$236K +$283 +5 +0.1%
MGAM
2723
McGowan Group Asset Management
Texas
$236K +$509 +9 +0.2%
MWP
2724
Madison Wealth Partners
Wisconsin
$236K +$11.7K +206 +5%
EI
2725
Ellevest Inc
New York
$236K +$76.4K +1,351 +47%
107 108
109
110 111