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Name Holding Trade Value Shares
Change 		Change in
Stake
BPFA
2401
Barnes Pettey Financial Advisors
Mississippi
$315K -$2.69K -25 -0.8%
LPAM
2402
Lodestar Private Asset Management
California
$314K +$16.2K +151 +5%
AWS
2403
Arkfeld Wealth Strategies
Nebraska
$314K +$1.07K +10 +0.3%
SIM
2404
Sims Investment Management
Ohio
$313K +$38.8K +361 +13%
SMA
2405
Seven Mile Advisory
New Jersey
$313K +$13.3K +124 +4%
FCB
2406
First County Bank
Connecticut
$313K -$395K -3,679 -54%
MSG
2407
Main Street Group
Virginia
$313K -$37.1K -345 -10%
VWA
2408
Visionary Wealth Advisors
Illinois
$312K -$10.6K -99 -3%
SWM
2409
Stockman Wealth Management
Montana
$312K -$5.91K -55 -2%
GSAM
2410
Grant Street Asset Management
Pennsylvania
$312K -$202K -1,875 -37%
NRG
2411
Nemes Rush Group
Michigan
$311K -$42.9K -399 -11%
SWM
2412
Seed Wealth Management
Illinois
$311K – – –
BW
2413
BXM Wealth
Colorado
$311K +$8.28K +77 +3%
BWM
2414
Bernard Wealth Management
Michigan
$311K -$2.04K -19 -0.6%
ARG
2415
Advisory Resource Group
Oklahoma
$310K +$860 +8 +0.3%
EWS
2416
Eagle Wealth Strategies
New Jersey
$309K +$2.9K +27 +0.9%
ACGA
2417
Atlanta Consulting Group Advisors
Georgia
$309K +$57.6K +536 +21%
AGP
2418
Aspire Growth Partners
Florida
$308K -$46.4K -432 -12%
FC
2419
Farringdon Capital
United Kingdom
$307K +$335K +3,113 New
CCC
2420
Chelsea Counsel Company
California
$307K -$61.4K -571 -16%
LI
2421
LRI Investments
Florida
$306K -$52.4K -488 -14%
CAM
2422
Claret Asset Management
Quebec, Canada
$306K +$12.8K +119 +4%
WHC
2423
Wulff, Hansen & Co
California
$306K +$25.1K +234 +8%
BW
2424
Blalock Williams
Alabama
$306K +$41.1K +382 +14%
GWP
2425
Gateway Wealth Partners
Wisconsin
$305K +$15.3K +142 +5%
95 96
97
98 99