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Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
2601
Patton Fund Management
Texas
$212K – – –
IP
2602
Integras Partners
Georgia
$212K – – –
FFA
2603
Fortune Financial Advisors
Kansas
$212K +$232K +2,198 New
JFG
2604
Juno Financial Group
Virginia
$211K -$3.38K -32 -1%
FAM
2605
Flaharty Asset Management
Florida
$211K +$13.6K +129 +6%
LFP
2606
Lakeshore Financial Planning
Michigan
$211K +$106 +1 +0%
PWP
2607
Perfromance Wealth Partners
Illinois
$210K +$231K +2,181 New
CCAM
2608
Cascades Capital Asset Management
North Carolina
$210K +$634 +6 +0.3%
JJBC
2609
James J. Burns & Company
New York
$210K +$846 +8 +0.4%
CCM
2610
Conway Capital Management
California
$209K – – –
EAP
2611
Elevation Advisory Partners
Florida
$209K +$199K +1,885 New
SAM
2612
S.A. Mason
Michigan
$208K +$634 +6 +0.3%
AMPWP
2613
Alvarez & Marsal Private Wealth Partners
Florida
$208K +$159K +1,508 +231%
HIA
2614
Harbor Investment Advisory
Maryland
$208K -$37.7K -357 -14%
SIG
2615
Spinnaker Investment Group
California
$208K -$98.8K -935 -30%
NWM
2616
Northwest Wealth Management
Iowa
$208K -$12.2K -115 -5%
SPAS
2617
Spectrum Planning & Advisory Services
California
$208K +$1.16K +11 +0.5%
CPG
2618
Cornerstone Planning Group
New Jersey
$207K +$37.9K +359 +21%
FA
2619
Fermata Advisors
California
$207K +$106 +1 +0%
HIIFS
2620
Harel Insurance Investments & Financial Services
Israel
$207K +$105K +998 +86%
MFG
2621
Monte Financial Group
Connecticut
$206K +$5.71K +54 +3%
TWM
2622
Tortuga Wealth Management
California
$206K +$33K +312 +17%
CCP
2623
Cane Capital Partners
Louisiana
$206K -$25.4K -240 -10%
CWG
2624
Crown Wealth Group
North Carolina
$205K +$15.1K +143 +7%
IA
2625
Inspire Advisors
Idaho
$205K +$225K +2,129 New
103 104
105
106 107