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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
3276
Steinberganna Wealth Management
New York
$259K +$4.07K +52 +2%
JTF
3277
J. Team Financial
Texas
$259K -$62.7K -801 -19%
RRA
3278
Red Reef Advisors
Florida
$259K -$11.7K -150 -4%
HVP
3279
Hudson Value Partners
Florida
$259K – – –
PF
3280
Prosperitas Financial
California
$258K +$38.9K +497 +18%
ES
3281
ETF Store
Kansas
$258K +$18.1K +231 +7%
BA
3282
Birinyi Associates
Connecticut
$258K – – –
AT
3283
American Trust
Kentucky
$258K -$180K -2,299 -41%
AIP
3284
Almanack Investment Partners
Pennsylvania
$258K +$7.83K +100 +3%
RWA
3285
Redhawk Wealth Advisors
Minnesota
$258K -$3.91K -50 -1%
IP
3286
Isthmus Partners
Wisconsin
$258K +$47K +600 +22%
ACM
3287
Ardent Capital Management
Ohio
$257K – – –
TWM
3288
Trevian Wealth Management
Massachusetts
$257K -$1.02K -13 -0.4%
RIP
3289
RAM Investment Partners
Washington
$257K +$154K +1,962 +145%
OCG
3290
Opus Capital Group
Ohio
$257K +$30.9K +395 +14%
OIS
3291
OneAscent Investment Solutions
Alabama
$256K +$8.38K +107 +3%
PC
3292
Payne Capital
Oregon
$256K – – –
CTC
3293
Cetera Trust Company
Minnesota
$256K -$3.91K -50 -1%
HFP
3294
Holistic Financial Partners
Indiana
$256K -$21.7K -277 -8%
CWA
3295
Crusonia Wealth Advisors
Colorado
$255K +$11.2K +143 +5%
NWMG
3296
National Wealth Management Group
Ohio
$254K -$147K -1,874 -36%
AWA
3297
Aletheian Wealth Advisors
Washington
$253K +$256K +3,267 New
VC
3298
Veery Capital
Delaware
$253K -$1.8K -23 -0.7%
HPC
3299
Hobart Private Capital
North Carolina
$253K +$40.5K +517 +19%
W
3300
Wealthquest
Ohio
$253K +$18K +230 +8%
130 131
132
133 134