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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1776
Jessup Wealth Management
Ohio
$926K -$71.5K -709 -7%
CFG
1777
Carr Financial Group
Massachusetts
$925K +$29.8K +296 +3%
CIA
1778
Cape Investment Advisory
Georgia
$925K +$931K +9,234 New
KA
1779
Kozak & Associates
Colorado
$924K – – –
GCM
1780
Gladius Capital Management
Illinois
$924K +$395K +3,915 +74%
MSFS
1781
Main Street Financial Solutions
Pennsylvania
$923K -$5.75K -57 -0.6%
LWM
1782
LJI Wealth Management
Indiana
$923K +$31.6K +313 +4%
ZIG
1783
Zullo Investment Group
Pennsylvania
$920K +$39.5K +392 +4%
NFG
1784
Nadler Financial Group
Illinois
$918K -$16.2K -161 -2%
MPW
1785
Monterey Private Wealth
California
$917K -$25.8K -256 -3%
TIMH
1786
Tilt Investment Management Holdings
New York
$917K +$125K +1,235 +15%
HHAA
1787
Henry H. Armstrong Associates
Pennsylvania
$913K – – –
PWP
1788
Perfromance Wealth Partners
Illinois
$911K -$327K -3,243 -26%
AWA
1789
Alta Wealth Advisors
Massachusetts
$910K -$59.3K -588 -6%
IA
1790
IFG Advisory
Georgia
$909K -$40.2K -399 -4%
ACMA
1791
Arbor Capital Management (Alaska)
Alaska
$909K +$48.7K +483 +6%
OWA
1792
Octavia Wealth Advisors
Ohio
$908K -$3.73K -37 -0.4%
CBT
1793
CoreFirst Bank & Trust
Kansas
$903K -$7.46K -74 -0.8%
AA
1794
Argent Advisors
Louisiana
$902K +$44.7K +443 +5%
BA
1795
Bridge Advisory
California
$901K +$17.7K +176 +2%
IP
1796
Interval Partners
New York
$901K -$2.24M -22,200 -71%
BOC
1797
Barbara Oil Co
Illinois
$901K – – –
LFM
1798
Lumina Fund Management
New York
$901K – – –
MPCG
1799
Matrix Private Capital Group
New York
$899K -$196K -1,944 -18%
STAS
1800
Strong Tower Advisory Services
Minnesota
$898K +$47.9K +475 +6%
70 71
72
73 74