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Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
2451
Progressive Investment Management
Oregon
$314K – – –
WE
2452
Wealth Effects
Massachusetts
$313K +$16.5K +150 +6%
LSA
2453
Lansing Street Advisors
Pennsylvania
$312K -$32.6K -296 -10%
BFC
2454
Blue Fin Capital
Rhode Island
$312K -$18.4K -167 -6%
ES
2455
Eagle Strategies
New York
$312K -$3.08K -28 -1%
HNWA
2456
Henrickson Nauta Wealth Advisors
Michigan
$311K +$299K +2,717 New
TFA
2457
Tranquilli Financial Advisor
New Jersey
$311K +$21K +191 +8%
CWP
2458
CFM Wealth Partners
Texas
$311K – – –
4A
2459
4Wealth Advisors
Illinois
$311K -$5.62K -51 -2%
MCM
2460
Marathon Capital Management
Maryland
$310K – – –
CGH
2461
CMG Global Holdings
Texas
$310K -$220 -2 -0.1%
RWFS
2462
Rayburn West Financial Services
Tennessee
$309K +$299K +2,717 New
CAM
2463
Costello Asset Management
Pennsylvania
$309K -$11.7K -106 -4%
CCC
2464
Chelsea Counsel Company
California
$308K -$24.1K -219 -8%
HIF
2465
Hill Island Financial
Michigan
$308K -$2.42K -22 -0.8%
CP
2466
Castleview Partners
Texas
$308K -$220 -2 -0.1%
CPWL
2467
Coquina Private Wealth LLC
Florida
$307K +$297K +2,697 New
AWP
2468
Abacus Wealth Partners
California
$307K +$71.1K +646 +32%
FFA
2469
Fi3 Financial Advisors
Indiana
$306K +$68.1K +618 +30%
BL
2470
BFSG LLC
California
$305K -$7.63M -69,243 -96%
SIC
2471
Sage Investment Counsel
Tennessee
$305K – – –
CAC
2472
Core Alternative Capital
Georgia
$304K +$197K +1,785 +201%
RWA
2473
Redhawk Wealth Advisors
Minnesota
$304K -$54.7K -497 -16%
DW
2474
Dodds Wealth
Colorado
$304K – – –
PMG
2475
ProVise Management Group
Florida
$303K +$2.42K +22 +0.8%
97 98
99
100 101