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Name Holding Trade Value Shares
Change 		Change in
Stake
ML
1001
McAdam LLC
Pennsylvania
$232K +$64.9K +5,035 +40%
AT
1002
American Trust
Kentucky
$232K +$18.4K +1,429 +9%
JWM
1003
JGP Wealth Management
Oregon
$231K – – –
TFS
1004
Thoroughbred Financial Services
Tennessee
$231K +$2.1K +163 +0.9%
WMA
1005
West Michigan Advisors
Michigan
$231K +$477 +37 +0.2%
KFGK
1006
Keystone Financial Group (Kentucky)
Kentucky
$231K +$53.4K +4,138 +31%
BPAMU
1007
BTG Pactual Asset Management US
New York
$230K +$226K +17,549 New
OL
1008
Optas LLC
Texas
$230K -$159K -12,362 -41%
ATPW
1009
Ashton Thomas Private Wealth
Arizona
$228K -$5.6K -434 -2%
FCBT
1010
First Citizens Bank & Trust
North Carolina
$228K -$127K -9,862 -36%
SWM
1011
Sculati Wealth Management
Michigan
$227K -$70.3K -5,450 -24%
NAS
1012
Nicolet Advisory Services
Wisconsin
$226K +$11.6K +899 +6%
AAG
1013
Armstrong Advisory Group
Massachusetts
$226K -$10.1K -781 -4%
OFO
1014
OneAscent Family Office
Alabama
$225K +$23K +1,785 +12%
WEG
1015
World Equity Group
Illinois
$225K -$709 -55 -0.3%
CFG
1016
Cooper Financial Group
California
$224K +$6.81K +528 +3%
NP
1017
NorthRock Partners
Minnesota
$224K -$395K -30,612 -64%
PPW
1018
Parcion Private Wealth
Washington
$224K +$49.6K +3,847 +29%
DE
1019
Diversified Enterprises
Delaware
$224K +$220K +17,045 New
CWM
1020
Cranbrook Wealth Management
Michigan
$222K – – –
SIS
1021
Sound Income Strategies
Florida
$222K +$55.2K +4,284 +36%
PL
1022
Plancorp LLC
Missouri
$222K -$3.33K -258 -2%
PCS
1023
Personal CFO Solutions
New Jersey
$221K +$44.4K +3,442 +26%
NI
1024
Natural Investments
California
$221K +$217K +16,865 New
PIA
1025
Pinion Investment Advisors
Kansas
$220K +$11.2K +870 +5%
39 40
41
42 43