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Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
2401
Sargent Investment Group
Maryland
$266K -$91K -861 -24%
GAA
2402
Global Assets Advisory
Florida
$266K +$292K +2,759 New
RW
2403
Rede Wealth
Virginia
$266K +$106 +1 +0%
OWP
2404
ORG Wealth Partners
Texas
$266K – – –
PIM
2405
Progressive Investment Management
Oregon
$266K – – –
LF
2406
LifeSteps Financial
California
$266K -$59.9K -567 -17%
FL
2407
FreeGulliver LLC
Louisiana
$265K -$83.7K -792 -22%
SFG
2408
Seamount Financial Group
Colorado
$265K -$45.8K -433 -14%
ICP
2409
Impact Capital Partners
Colorado
$265K -$24.9K -236 -8%
BFC
2410
Blue Fin Capital
Rhode Island
$264K – – –
CAM
2411
Claret Asset Management
Quebec, Canada
$264K -$13.2K -125 -4%
CWP
2412
CFM Wealth Partners
Texas
$264K +$423 +4 +0.1%
RWM
2413
RBA Wealth Management
California
$264K -$12.5K -118 -4%
TFA
2414
Tranquilli Financial Advisor
New Jersey
$263K -$106 -1 -0%
MWM
2415
Mindset Wealth Management
Indiana
$263K -$16.7K -158 -5%
VWA
2416
Visionary Wealth Advisors
Illinois
$263K -$32.6K -308 -10%
MCM
2417
Marathon Capital Management
Maryland
$263K – – –
NC
2418
North Capital
Utah
$262K -$11.5K -109 -4%
BL
2419
BFSG LLC
California
$262K +$3.7K +35 +1%
AAM
2420
AMI Asset Management
California
$262K +$77.7K +735 +37%
EWP
2421
Elevation Wealth Partners
California
$261K +$5.18K +49 +2%
FPCP
2422
Fort Point Capital Partners
California
$261K +$22K +208 +8%
NECFA
2423
New England Capital Financial Advisors
Connecticut
$260K -$10.6K -100 -4%
JSA
2424
Jim Saulnier & Associates
Colorado
$260K -$31.5K -298 -10%
FF
2425
Francis Financial
$258K -$14.1K -133 -5%
95 96
97
98 99