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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
3401
Strive Asset Management
Ohio
$225K -$273K -1,937 -55%
LC
3402
Landaas & Company
Wisconsin
$224K – – –
MPM
3403
MBB Public Markets
Illinois
$224K -$52.9K -375 -19%
NCM
3404
Northwest Capital Management
Oregon
$224K -$9.16K -65 -4%
4WM
3405
4J Wealth Management
Virginia
$224K – – –
CNBOF
3406
City National Bank of Florida
Florida
$224K -$1.13K -8 -0.5%
EFL
3407
ERn Financial LLC
Wisconsin
$223K -$710K -5,035 -76%
TCB
3408
Texas Capital Bancshares
Texas
$223K -$67.7K -480 -24%
GKIM
3409
GW&K Investment Management
Massachusetts
$223K +$42.2K +299 +24%
NFG
3410
Nadler Financial Group
Illinois
$223K -$40.7K -289 -16%
MWM
3411
MBE Wealth Management
Wisconsin
$222K -$705 -5 -0.3%
SSA
3412
Sierra Summit Advisors
Nevada
$222K -$25.8K -183 -11%
SCM
3413
Sage Capital Management
New Jersey
$222K – – –
OFW
3414
Omnia Family Wealth
Florida
$222K -$59.2K -420 -21%
HWM
3415
Heirloom Wealth Management
Colorado
$221K -$81.5K -578 -27%
MF
3416
Montis Financial
Massachusetts
$221K -$8.04K -57 -4%
BWM
3417
Brown Wealth Management
Illinois
$220K +$15.2K +108 +8%
EC
3418
EdgeRock Capital
Colorado
$219K +$214K +1,519 New
FRA
3419
Front Row Advisors
California
$219K -$146K -1,039 -40%
CWM
3420
Crowley Wealth Management
Delaware
$218K +$282 +2 +0.1%
EWA
3421
Evolution Wealth Advisors
Florida
$218K – – –
LIA
3422
LifePlan Investment Advisors
North Carolina
$218K +$8.6K +61 +4%
AWA
3423
Aletheian Wealth Advisors
Washington
$218K +$4.51K +32 +2%
BRG
3424
Bay Rivers Group
Virginia
$218K -$12K -85 -5%
CC
3425
Capstone Capital
Nevada
$218K -$4.93K -35 -2%
135 136
137
138 139