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Name Holding Trade Value Shares
Change 		Change in
Stake
3IP
2176
3Chopt Investment Partners
Virginia
$1.32M +$1.4M +3,591 New
TC
2177
Trilogy Capital
California
$1.32M +$261K +670 +23%
AWG
2178
Altus Wealth Group
Colorado
$1.31M +$7.41K +19 +0.5%
PWP
2179
Precedent Wealth Partners
Texas
$1.31M +$233K +598 +20%
PMFA
2180
Plante Moran Financial Advisors
Michigan
$1.31M +$36.2K +93 +3%
CSC
2181
Caldwell Sutter Capital
California
$1.31M +$95.9K +246 +7%
CSWG
2182
Cardinal Strategic Wealth Guidance
Kentucky
$1.3M -$270K -692 -16%
PSFG
2183
Park Square Financial Group
Georgia
$1.3M -$19.9K -51 -1%
SW
2184
Solidarity Wealth
Utah
$1.3M +$11.7K +30 +0.9%
AAM
2185
AMI Asset Management
California
$1.3M -$11.7K -30 -0.8%
SBF
2186
Sara-Bay Financial
Florida
$1.3M -$7.41K -19 -0.5%
IA
2187
Insight Advisors
Pennsylvania
$1.3M -$83.8K -215 -6%
LA
2188
Lifeworks Advisors
Michigan
$1.3M -$33.9K -87 -2%
BL
2189
Balentine LLC
Georgia
$1.29M +$716K +1,836 +108%
PMSA
2190
Patrick M. Sweeney & Associates
Illinois
$1.29M – – –
MCM
2191
Morton Capital Management
California
$1.29M +$23K +59 +2%
VCM
2192
Vivaldi Capital Management
Illinois
$1.29M +$106K +272 +8%
XSC
2193
X-Square Capital
Puerto Rico
$1.29M +$89.2K +229 +7%
VIM
2194
VELA Investment Management
Ohio
$1.29M +$168K +431 +14%
BA
2195
Birinyi Associates
Connecticut
$1.28M – – –
MFG
2196
Menard Financial Group
Texas
$1.28M +$10.5K +27 +0.8%
LC
2197
Lincoln Capital
Nebraska
$1.28M -$50.7K -130 -3%
PFT
2198
Providence First Trust
Arizona
$1.28M – – –
MSFP
2199
Mark Sheptoff Financial Planning
Connecticut
$1.28M – – –
CCA
2200
Catalyst Capital Advisors
New York
$1.28M +$127K +327 +10%
86 87
88
89 90