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Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1826
Inverness Counsel
New York
$227K -$25.1K -300 -10%
WCM
1827
Wedge Capital Management
North Carolina
$227K -$11K -131 -5%
AWA
1828
Aaron Wealth Advisors
Illinois
$227K +$22.9K +273 +11%
DFG
1829
Demars Financial Group
Washington
$226K -$328K -3,915 -60%
GCIG
1830
Grand Central Investment Group
Florida
$226K – – –
GTCM
1831
Gyon Technologies Capital Management
New Jersey
$225K -$771K -9,209 -78%
PA
1832
Procyon Advisors
Connecticut
$225K -$39K -466 -15%
SDAM
1833
Shulman DeMeo Asset Management
New York
$225K +$222K +2,650 New
MSFS
1834
Main Street Financial Solutions
Pennsylvania
$224K -$13.9K -166 -6%
MAM
1835
McLean Asset Management
Virginia
$224K +$213K +2,540 New
MAM
1836
Martingale Asset Management
Massachusetts
$224K +$221K +2,634 New
WIC
1837
Woodmont Investment Counsel
Tennessee
$223K +$8.38K +100 +4%
JWM
1838
Jeppson Wealth Management
California
$221K – – –
PIA
1839
Powell Investment Advisors
Florida
$221K – – –
FWM
1840
Fairhaven Wealth Management
Illinois
$220K +$168 +2 +0.1%
TFF
1841
The Family Firm
Maryland
$219K +$921 +11 +0.4%
VA
1842
Valmark Advisers
Ohio
$218K -$24K -286 -10%
FDS
1843
Freedom Day Solutions
Texas
$216K -$6.2K -74 -3%
MIM
1844
Meridiem Investment Management
United Kingdom
$216K – – –
MFG
1845
Magnus Financial Group
New York
$215K +$4.77K +57 +2%
PTP
1846
Platform Technology Partners
New York
$214K -$20.6K -246 -9%
ACA
1847
Aptus Capital Advisors
Alabama
$213K -$5.28K -63 -2%
IA
1848
IFG Advisors
Missouri
$213K +$168 +2 +0.1%
SWMG
1849
Signature Wealth Management Group
Georgia
$212K -$3.69M -44,089 -95%
BWM
1850
BigSur Wealth Management
Florida
$212K -$126K -1,500 -38%
72 73
74
75 76