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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
3801
Milestone Asset Management
Pennsylvania
$223K +$247K +677 New
ASG
3802
Ariston Services Group
California
$222K -$246K -676 Closed
CCP
3803
Caden Capital Partners
California
$222K +$138K +378 +127%
AWA
3804
AmeriServ Wealth Advisors
Pennsylvania
$222K +$29.5K +81 +14%
FFG
3805
Fortress Financial Group
Minnesota
$222K +$1.46K +4 +0.6%
TLCM
3806
Twin Lakes Capital Management
California
$222K – – –
PFM
3807
Patton Fund Management
Texas
$222K +$21.9K +60 +10%
NCM
3808
Next Capital Management
New York
$222K +$246K +675 New
RW
3809
Rockport Wealth
Ohio
$222K +$246K +675 New
BCM
3810
Bourgeon Capital Management
Connecticut
$222K +$3.28K +9 +1%
BI
3811
Berkeley Inc
Idaho
$221K -$76.9K -211 -24%
AWMM
3812
Aegis Wealth Management (Maryland)
Maryland
$221K -$21.1K -58 -8%
IP
3813
Isthmus Partners
Wisconsin
$220K -$16K -44 -6%
PWG
3814
Private Wealth Group
Florida
$220K +$244K +670 New
WA
3815
Winter & Associates
Minnesota
$220K -$729 -2 -0.3%
PFG
3816
Putney Financial Group
California
$220K -$68.5K -188 -22%
SC
3817
Scratch Capital
Idaho
$220K +$17.1K +47 +8%
AWP
3818
Abacus Wealth Partners
California
$219K -$56.5K -155 -19%
HAG
3819
HF Advisory Group
Maryland
$219K +$6.56K +18 +3%
SCM
3820
Sidoxia Capital Management
California
$219K +$242K +665 New
SWIG
3821
Strategic Wealth Investment Group
Kentucky
$218K -$36.4K -100 -13%
PPWM
3822
Perissos Private Wealth Management
Oklahoma
$217K – – –
WFS
3823
Walker Financial Services
Kentucky
$217K +$241K +661 New
PWM
3824
Proathlete Wealth Management
Florida
$217K +$364 +1 +0.2%
B
3825
Birchbrook
Maine
$217K -$21.9K -60 -8%
151 152
153
154 155