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Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
2526
Progressive Investment Management
Oregon
$274K – – –
SA
2527
Strategic Advocates
Utah
$271K -$167K -1,548 -36%
DP
2528
Denver PWM
Colorado
$271K +$2.15K +20 +0.7%
HNW
2529
High Note Wealth
Minnesota
$271K +$431 +4 +0.1%
TA
2530
TFG Advisers
Michigan
$271K -$15.9K -148 -5%
FSC
2531
Full Sail Capital
Oklahoma
$270K +$106K +985 +57%
EWA
2532
Encompass Wealth Advisors
Oregon
$270K -$580K -5,385 -66%
OW
2533
Olistico Wealth
Oklahoma
$270K +$94K +873 +47%
RWM
2534
Rockline Wealth Management
New York
$269K +$22K +204 +8%
CWC
2535
Carolinas Wealth Consulting
North Carolina
$269K -$15.8K -147 -2%
HWMO
2536
Heritage Wealth Management (Ohio)
Ohio
$269K +$296K +2,747 New
LWL
2537
Leo Wealth LLC
Texas
$269K -$240K -2,230 -45%
CCWM
2538
Correct Capital Wealth Management
Missouri
$269K – – –
TCA
2539
Trifecta Capital Advisors
Illinois
$269K -$91.4K -849 -24%
HI
2540
Humankind Investments
New York
$269K -$556K -5,164 -66%
WWM
2541
WJ Wealth Management
Arizona
$268K -$21.5K -200 -7%
OAM
2542
Oxford Asset Management
United Kingdom
$267K +$290K +2,694 New
TC
2543
TwinBeech Capital
New York
$267K +$289K +2,687 New
SIM
2544
SSI Investment Management
California
$266K -$215 -2 -0.1%
CFP
2545
Cascade Financial Partners
California
$266K -$4.41K -41 -2%
EFG
2546
Ethos Financial Group
Pennsylvania
$265K -$32.7K -304 -10%
LWM
2547
Laidlaw Wealth Management
New York
$265K -$19.4K -180 -6%
FGA
2548
Fortis Group Advisors
New Jersey
$264K -$10.6K -98 -4%
SMA
2549
Seven Mile Advisory
New Jersey
$264K -$106K -985 -27%
SIA
2550
SeaBridge Investment Advisors
New Jersey
$264K – – –
100 101
102
103 104