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Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
3601
M3 Advisory Group
Massachusetts
$280K -$38.4K -94 -12%
OLVIG
3602
Oliver Lagore Vanvalin Investment Group
Michigan
$280K +$13.5K +33 +5%
LP
3603
LGL Partners
Pennsylvania
$280K -$56.8K -139 -16%
BBW
3604
Blue Barn Wealth
Utah
$279K +$17.6K +43 +6%
DC
3605
Dorval Corp
Minnesota
$279K -$19.6K -48 -6%
AWMM
3606
Aegis Wealth Management (Maryland)
Maryland
$279K +$293K +717 New
BWP
3607
Bernardo Wealth Planning
Pennsylvania
$279K +$64.5K +158 +28%
CISOA
3608
Capital Investment Services of America
Wisconsin
$278K – – –
PTB
3609
Pioneer Trust Bank
Oregon
$276K +$17.6K +43 +6%
VCP
3610
Vista Capital Partners
Oregon
$276K +$42.1K +103 +17%
FWM
3611
FMB Wealth Management
California
$275K +$1.23K +3 +0.4%
LI
3612
Lafayette Investments
Maryland
$275K -$20.4K -50 -7%
GF
3613
GGM Financials
Ohio
$274K -$15.1K -37 -5%
EWM
3614
Elevatus Welath Management
New York
$274K +$288K +705 New
FWA
3615
Flagship Wealth Advisors
Massachusetts
$274K +$288K +704 New
CA
3616
Cortland Associates
Missouri
$274K +$409 +1 +0.1%
GWAG
3617
Garrett Wealth Advisory Group
Texas
$274K -$2.45K -6 -0.8%
CPP
3618
Capasso Planning Partners
South Carolina
$274K -$125K -305 -30%
TLCM
3619
Twin Lakes Capital Management
California
$274K – – –
LFP
3620
Leeward Financial Partners
Washington
$274K -$153K -374 -35%
BWP
3621
Barlow Wealth Partners
Kentucky
$273K +$4.49K +11 +2%
W
3622
WealthCollab
Washington
$273K – – –
KAM
3623
Knightsbridge Asset Management
California
$273K +$55.2K +135 +24%
SA
3624
Sicart Associates
New York
$272K – – –
WLIM
3625
White Lighthouse Investment Management
Massachusetts
$272K +$286K +699 New
143 144
145
146 147