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Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
2426
Elevation Wealth Partners
California
$310K +$298K +3,381 +770%
PPP
2427
Private Portfolio Partners
New Jersey
$309K -$48.9K -555 -14%
AIM
2428
Aspen Investment Management
Michigan
$309K -$6.61K -75 -2%
ACA
2429
Ackerman Capital Advisors
Texas
$309K – – –
SAMC
2430
Spectrum Asset Management (California)
California
$309K +$4.41K +50 +1%
CCM
2431
Conway Capital Management
California
$308K +$301K +3,416 New
CB
2432
CNB Bank
Pennsylvania
$308K -$11.7K -133 -4%
PCA
2433
Pallas Capital Advisors
Massachusetts
$308K +$1.41K +16 +0.5%
BP
2434
Broadleaf Partners
Ohio
$307K -$5.82K -66 -2%
JWM
2435
Janiczek Wealth Management
Colorado
$307K -$617 -7 -0.2%
TWM
2436
Trueblood Wealth Management
Ohio
$306K +$299K +3,393 New
GFG
2437
Goldstone Financial Group
Illinois
$306K +$20.1K +228 +7%
C
2438
Covestor
United Kingdom
$305K +$15.3K +174 +5%
UF
2439
Univest Financial
Pennsylvania
$305K -$10.4K -118 -3%
RFN
2440
Redwood Financial Network
Ohio
$304K -$16.4K -186 -5%
AWM
2441
Ameliora Wealth Management
Switzerland
$304K -$270K -3,058 -48%
OWMIAS
2442
One Wealth Management Investment & Advisory Services
Florida
$304K +$297K +3,366 New
FWP
2443
Falcon Wealth Planning
California
$304K +$297K +3,365 New
DCM
2444
Driehaus Capital Management
Illinois
$303K +$296K +3,361 New
CCM
2445
Check Capital Management
California
$303K -$2.83M -32,079 -91%
SCG
2446
Sonata Capital Group
Washington
$301K – – –
NWA
2447
New World Advisors
Massachusetts
$301K -$70.1K -795 -19%
FFO
2448
Fortitude Family Office
Arizona
$301K +$294K +3,330 New
SAW
2449
Signal Advisors Wealth
Michigan
$300K +$292K +3,315 New
CFO
2450
Callan Family Office
Pennsylvania
$300K +$63.3K +718 +28%
96 97
98
99 100