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Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
2751
Certified Advisory Corp
Florida
$688K +$54.9K +525 +10%
TC
2752
Trust Company
Kansas
$687K -$162K -1,550 -21%
AL
2753
ADE LLC
Maryland
$687K – – –
LGG
2754
Luts & Greenleigh Group
Maryland
$685K -$7.53K -72 -1%
LWM
2755
Lakeridge Wealth Management
Ohio
$685K +$27.5K +263 +5%
PCM
2756
Park Capital Management
Wisconsin
$684K +$170K +1,628 +39%
SWP
2757
Semus Wealth Partners
Florida
$683K +$2.82K +27 +0.5%
CWP
2758
Curated Wealth Partners
California
$683K +$127K +1,214 +26%
BCB
2759
Brian C. Broderick
$681K -$10.5K -100 -2%
HIG
2760
Heritage Investment Group
Florida
$679K +$120K +1,150 +25%
TWM
2761
Topsail Wealth Management
North Carolina
$678K +$4.18K +40 +0.7%
PWM
2762
Proathlete Wealth Management
Florida
$676K +$16.1K +154 +3%
QWM
2763
Quaker Wealth Management
New Jersey
$676K -$13.9K -133 -2%
FCM
2764
Fire Capital Management
California
$675K +$29K +277 +5%
KPWG
2765
KFA Private Wealth Group
Virginia
$675K -$28.1K -269 -4%
CA
2766
Capital Advantage
California
$674K -$1.38M -13,175 -70%
GC
2767
GatePass Capital
Ohio
$673K +$5.86K +56 +1%
CWG
2768
Crown Wealth Group
North Carolina
$672K -$5.02K -48 -0.8%
WG
2769
Warner Group
Connecticut
$670K +$317K +3,027 +113%
CFGW
2770
Chancellor Financial Group WB
Pennsylvania
$670K +$96.9K +927 +19%
VCM
2771
Vision Capital Management
Oregon
$669K -$39.2K -375 -6%
JTWM
2772
Jackson Thornton Wealth Management
Alabama
$668K +$186K +1,777 +45%
AA
2773
Aire Advisors
California
$667K +$98.1K +938 +20%
FNBTCON
2774
First National Bank & Trust Co of Newtown
Pennsylvania
$667K -$53.9K -515 -8%
PCMNC
2775
Piedmont Capital Management (North Carolina)
North Carolina
$666K -$7.32K -70 -1%
109 110
111
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