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Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
2826
PCG Asset Management
New Jersey
$623K -$23.8K -128 -3%
OIM
2827
Opus Investment Management
Massachusetts
$622K – – –
OWCM
2828
One Wealth Capital Management
Arizona
$622K +$367K +1,974 +111%
WF
2829
Wayfinding Financial
Washington
$620K -$21.2K -114 -3%
GWM
2830
Gilpin Wealth Management
Colorado
$620K -$4.65K -25 -0.7%
PW
2831
PUREfi Wealth
Massachusetts
$619K +$38K +204 +6%
AFG
2832
Artesa Financial Group
Texas
$619K -$931 -5 -0.1%
JWWM
2833
Johnson & White Wealth Management
Pennsylvania
$617K +$15.8K +85 +2%
AAA
2834
American Alpha Advisors
New York
$616K +$3.72K +20 +0.5%
SWMP
2835
Signature Wealth Management Partners
New Jersey
$615K -$5.4K -29 -0.8%
LA
2836
LM Advisors
California
$615K +$498K +2,673 +262%
IF
2837
Integrity Financial
Wyoming
$614K +$1.86K +10 +0.3%
BWM
2838
BAM Wealth Management
Colorado
$614K +$689K +3,703 New
EV
2839
EJMK Ventures
Illinois
$614K +$55.7K +299 +9%
HNW
2840
High Note Wealth
Minnesota
$613K +$126K +678 +22%
FFG
2841
Floyd Financial Group
Missouri
$611K -$44.1K -237 -7%
GHA
2842
Granite Harbor Advisors
Texas
$611K +$8K +43 +1%
FCC
2843
Flower City Capital
New York
$610K -$25.1K -135 -4%
SCI
2844
Silver Coast Investments
United States
$610K -$76.1K -409 -10%
AFIA
2845
America First Investment Advisors
Nebraska
$610K -$20.5K -110 -3%
BFG
2846
Berger Financial Group
Minnesota
$610K -$16.6K -89 -2%
CA
2847
COFG Advisors
Illinois
$609K +$151K +811 +28%
ES
2848
Eagle Strategies
New York
$608K +$65.5K +352 +11%
SWM
2849
Sterling Wealth Management
Illinois
$608K +$285K +1,532 +72%
BA
2850
Ballast Advisors
Minnesota
$608K -$70.9K -381 -9%
112 113
114
115 116