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Name Holding Trade Value Shares
Change 		Change in
Stake
NPA
3351
Nichols & Pratt Advisers
Massachusetts
$370K +$27.5K +75 +8%
FRA
3352
Front Row Advisors
California
$370K – – –
CCM
3353
Chickasaw Capital Management
Tennessee
$369K – – –
EHAM
3354
Eagle Harbor Asset Management
Washington
$369K – – –
CCMG
3355
Connecticut Capital Management Group
Connecticut
$369K +$392K +1,071 New
RA
3356
Rise Advisors
New York
$368K -$34.8K -95 -8%
CA
3357
CSM Advisors
Pennsylvania
$368K – – –
BWM
3358
BNB Wealth Management
Maryland
$368K +$391K +1,068 New
MPCL
3359
My Personal CFO LLC
Washington
$367K +$391K +1,068 New
GCA
3360
Genesee Capital Advisors
New York
$367K -$51.3K -140 -12%
B
3361
Bayban
Minnesota
$367K +$390K +1,066 New
AAM
3362
Ackerman Asset Management
Maryland
$366K +$109K +297 +39%
PPG
3363
Peak Planning Group
Colorado
$366K -$67.8K -185 -15%
ACC
3364
Acorn Creek Capital
Colorado
$366K +$86.1K +235 +28%
RG
3365
Renaissance Group
Kentucky
$366K +$4.39K +12 +1%
FDCP
3366
Foster Dykema Cabot & Partners
Massachusetts
$365K -$182K -496 -32%
GA
3367
Goldstein Advisors
Wisconsin
$365K -$24.5K -67 -6%
ICM
3368
Intrepid Capital Management
Florida
$365K -$19.8K -54 -5%
MSA
3369
Marino Stram & Associates
Massachusetts
$365K -$207K -566 -35%
UWM
3370
Urban Wealth Management
California
$364K +$388K +1,059 New
BPAMU
3371
BTG Pactual Asset Management US
New York
$364K – – –
TWM
3372
Thryve Wealth Management
Texas
$364K +$388K +1,058 New
WW
3373
Waterfront Wealth
Kansas
$364K -$6.59K -18 -2%
SRA
3374
Secured Retirement Advisors
Minnesota
$363K +$18.3K +50 +5%
JHC
3375
J. Hagan Capital
Kentucky
$362K -$55.7K -152 -13%
133 134
135
136 137