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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2776
Capital Advantage
California
$642K -$40.1K -110 -5%
TPW
2777
Tiller Private Wealth
Pennsylvania
$642K -$1.82K -5 -0.3%
OCM
2778
Orion Capital Management
California
$640K -$3.64K -10 -0.5%
AWA
2779
Amplius Wealth Advisors
Pennsylvania
$640K -$16.4K -45 -2%
MCM
2780
McRae Capital Management
New Jersey
$640K – – –
WFA
2781
Wellspring Financial Advisors
Ohio
$640K -$75.4K -207 -10%
BFP
2782
Birchwood Financial Partners
Minnesota
$639K +$104K +285 +17%
LCG
2783
Lakeshore Capital Group
Illinois
$639K +$12.4K +34 +2%
HHCP
2784
Hilton Head Capital Partners
South Carolina
$639K +$1.82K +5 +0.3%
TIP
2785
Tandem Investment Partners
New Jersey
$639K -$23K -63 -3%
API
2786
Asset Planning Inc
California
$638K +$32.1K +88 +5%
BFF
2787
Byrne Financial Freedom
Massachusetts
$637K -$371K -1,019 -34%
SFG
2788
SNS Financial Group
Minnesota
$636K +$8.02K +22 +1%
MCC
2789
Malaga Cove Capital
California
$635K -$80.5K -221 -10%
PMG
2790
ProVise Management Group
Florida
$633K -$27.3K -75 -4%
5NPW
2791
55 North Private Wealth
Florida
$631K +$35.7K +98 +5%
EFH
2792
Eaton Financial Holdings
Florida
$630K -$5.47K -15 -0.8%
BHWM
2793
Beaird Harris Wealth Management
Texas
$630K +$2.55K +7 +0.4%
AF
2794
Apollon Financial
South Carolina
$629K +$8.75K +24 +1%
CA
2795
Centerpoint Advisors
Massachusetts
$628K – – –
JCM
2796
Jag Capital Management
Missouri
$628K +$2.92K +8 +0.4%
EPIM
2797
Evelyn Partners Investment Management
$628K – – –
SHFA
2798
SC&H Financial Advisors
Maryland
$627K – – –
GPWM
2799
Grant Private Wealth Management
California
$627K +$141K +387 +25%
DA
2800
Drake & Associates
Wisconsin
$626K -$289K -793 -29%
110 111
112
113 114