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Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
2851
Everest Financial Group
Minnesota
$409K +$412K +5,269 New
HIM
2852
Hanlon Investment Management
New Jersey
$408K +$9.55K +122 +2%
IPW
2853
Intergy Private Wealth
Colorado
$407K -$49.4K -631 -11%
CAM
2854
CPA Asset Management
Florida
$407K – – –
AWA
2855
Amplius Wealth Advisors
Pennsylvania
$406K -$15.7K -200 -4%
DG
2856
Dala Group
Illinois
$405K +$409K +5,228 New
PIMG
2857
Patriot Investment Management Group
Tennessee
$405K +$78 +1 +0%
KWM
2858
Kaydan Wealth Management
Michigan
$405K +$12.1K +154 +3%
NC
2859
North Capital
Utah
$405K -$1.17K -15 -0.3%
BAMG
2860
Brand Asset Management Group
Missouri
$404K +$52.8K +674 +15%
CFA
2861
Capstone Financial Advisors
Illinois
$403K +$1.02K +13 +0.3%
BCM
2862
Blume Capital Management
California
$403K -$11.7K -150 -3%
KFAS
2863
Keating Financial Advisory Services
Kansas
$402K -$981K -12,537 -71%
ECM
2864
EagleClaw Capital Management
Massachusetts
$402K -$11.7K -150 -3%
SWM
2865
Sentinel Wealth Management
Virginia
$401K – – –
KA
2866
Kozak & Associates
Colorado
$401K +$5.79K +74 +2%
BOSSRA
2867
B.O.S.S. Retirement Advisors
Utah
$400K -$22.2K -284 -5%
NPT
2868
Nixon Peabody Trust
Massachusetts
$400K +$81.4K +1,040 +25%
GA
2869
GSG Advisors
New Jersey
$400K +$24.9K +318 +7%
MWA
2870
Martel Wealth Advisors
Washington
$400K -$15.7K -200 -4%
SFG
2871
Strive Financial Group
Indiana
$399K +$345K +4,401 +593%
GWI
2872
Grace & White Inc
New York
$399K – – –
PHIC
2873
Pine Haven Investment Counsel
Massachusetts
$397K +$1.96K +25 +0.5%
LAM
2874
Lifestyle Asset Management
Texas
$397K +$7.91K +101 +2%
WG
2875
Watchman Group
Texas
$396K +$4.15K +53 +1%
113 114
115
116 117