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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2851
Fountainhead AM
New Jersey
$280K +$68.8K +1,118 +33%
NCM
2852
Northwest Capital Management
Oregon
$280K -$185K -3,004 -40%
WFAG
2853
Wescott Financial Advisory Group
Pennsylvania
$279K +$28.8K +468 +12%
NAG
2854
Northstar Advisory Group
New Jersey
$279K +$279K +4,527 New
LA
2855
Latitude Advisors
Florida
$279K -$85K -1,381 -23%
VFG
2856
V2 Financial group
Illinois
$279K -$27.5K -447 -9%
ECML
2857
Eagle Capital Management (Louisiana)
Louisiana
$279K – – –
WN
2858
Williams & Novak
California
$279K -$76.9K -1,249 -22%
ACA
2859
Aspire Capital Advisors
Washington
$279K +$278K +4,515 New
FC
2860
Fairscale Capital
New Hampshire
$278K – – –
IAMH
2861
IvyRock Asset Management (HK)
Hong Kong
$278K – – –
PBC
2862
Pavion Blue Capital
California
$278K – – –
OFO
2863
OneAscent Family Office
Alabama
$277K +$276K +4,486 New
AA
2864
Aire Advisors
California
$276K -$130K -2,105 -32%
KFC
2865
Klingenstein Fields & Co
New York
$275K -$11.1K -180 -4%
SWM
2866
Sagace Wealth Management
Florida
$274K +$4.37K +71 +2%
PWP
2867
Perfromance Wealth Partners
Illinois
$274K +$8.99K +146 +3%
CFGW
2868
Chancellor Financial Group WB
Pennsylvania
$274K +$123 +2 +0%
TDC
2869
Thompson Davis & Co
Virginia
$274K +$273K +4,434 New
VFPW
2870
Vantage Financial Partners (Wisconsin)
Wisconsin
$273K -$7.51K -122 -3%
SIA
2871
SGL Investment Advisors
Montana
$273K +$4.25K +69 +2%
BA
2872
Brightwater Advisory
Florida
$273K -$26.8K -436 -9%
LC
2873
Lincoln Capital
Nebraska
$273K -$6.16K -100 -2%
NFSG
2874
Newbridge Financial Services Group
Florida
$273K -$3.63K -59 -1%
MTIM
2875
Marathon Trading Investment Management
Pennsylvania
$273K -$150K -2,433 -35%
113 114
115
116 117