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Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
3301
IAG Wealth Partners
Wisconsin
$416K +$12.2K +31 +3%
FC
3302
Financial Council
Maryland
$415K +$3.93K +10 +1%
BFPW
3303
BOK Financial Private Wealth
Colorado
$415K -$19.7K -50 -5%
RA
3304
Ruggaard & Associates
Ohio
$414K – – –
PCM
3305
Poehling Capital Management
Wisconsin
$414K – – –
AIM
3306
AHL Investment Management
Florida
$414K -$36.6K -93 -8%
CAM
3307
Concorde Asset Management
Michigan
$414K +$411K +1,044 New
PWA
3308
Provenance Wealth Advisors
Florida
$412K – – –
RFW
3309
Rainier Family Wealth
Washington
$412K -$21.6K -55 -5%
BCM
3310
Brooktree Capital Management
Michigan
$411K – – –
PMWMG
3311
Parr McKnight Wealth Management Group
Minnesota
$411K +$786 +2 +0.2%
SWM
3312
Seed Wealth Management
Illinois
$410K -$480K -1,221 -55%
MSR
3313
Main Street Research
Connecticut
$410K – – –
PWM
3314
Palacios Wealth Management
Florida
$410K – – –
RF
3315
Rossby Financial
Florida
$409K +$14.5K +37 +4%
AAM
3316
Augustine Asset Management
Florida
$408K +$12.6K +32 +3%
SEA
3317
Stegent Equity Advisors
Texas
$408K +$10.2K +26 +3%
IRP
3318
Investment Research Partners
Pennsylvania
$407K +$423K +1,077 New
SRA
3319
Secured Retirement Advisors
Minnesota
$407K +$125K +319 +47%
MAM
3320
Mainsail Asset Management
Alabama
$407K +$395K +1,004 New
SAM
3321
Strive Asset Management
Ohio
$407K -$27.9K -71 -7%
NPA
3322
Nichols & Pratt Advisers
Massachusetts
$405K -$93.2K -237 -19%
NHFG
3323
New Harbor Financial Group
Massachusetts
$405K – – –
WPI
3324
Walter Public Investments
Canada
$405K – – –
KOC
3325
Koss-Olinger Consulting
Florida
$405K – – –
131 132
133
134 135