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Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
2701
Horst & Graben Wealth Management
Oregon
$281K +$53.3K +987 +23%
CAM
2702
Concorde Asset Management
Michigan
$281K +$282K +5,225 New
AMIM
2703
Aull & Monroe Investment Management
Alabama
$280K – – –
SEEDPG
2704
S.E.E.D. Planning Group
New York
$280K -$224K -4,152 -44%
BFM
2705
Boothbay Fund Management
New York
$280K -$35.6K -659 -11%
CSA
2706
Cottage Street Advisors
Massachusetts
$278K +$17.7K +328 +7%
RW
2707
Rede Wealth
Virginia
$278K -$125K -2,319 -31%
TCM
2708
Traynor Capital Management
Pennsylvania
$277K +$12.2K +227 +5%
CWA
2709
Centennial Wealth Advisory
Michigan
$277K -$20.4K -379 -7%
CFS
2710
CGC Financial Services
Oregon
$276K -$41.4K -767 -13%
UWPG
2711
Ullmann Wealth Partners Group
Florida
$276K +$32.1K +595 +13%
FA
2712
Financial Advisors
Massachusetts
$275K – – –
GKWIM
2713
Gerber Kawasaki Wealth & Investment Management
California
$275K +$2.16K +40 +0.8%
WMP
2714
Wealth Management Partners
Arizona
$273K -$29.9K -554 -10%
PA
2715
PSI Advisors
Florida
$272K -$88.5K -1,641 -24%
CSIA
2716
Charles Schwab Investment Advisory
California
$272K -$25.8K -479 -9%
VFG
2717
V2 Financial group
Illinois
$272K +$162 +3 +0.1%
LC
2718
Lincoln Capital
Nebraska
$272K +$5.39K +100 +2%
GCM
2719
Gallacher Capital Management
Colorado
$271K -$266K -4,938 -49%
HCA
2720
Harbour Capital Advisors
Virginia
$271K – – –
MIP
2721
Marietta Investment Partners
Wisconsin
$271K -$16K -297 -6%
WAM
2722
Watershed Asset Management
California
$271K -$26.8K -496 -9%
WAS
2723
Wealth Advisory Solutions
Indiana
$270K -$390K -7,225 -59%
KBC
2724
Key Bridge Compliance
$270K +$271K +5,021 New
TA
2725
Trellis Advisors
Washington
$269K -$378 -7 -0.1%
107 108
109
110 111