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Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
2476
Sage Private Wealth Group
Illinois
$365K -$38.1K -583 -9%
NECFA
2477
New England Capital Financial Advisors
Connecticut
$365K +$1.5K +23 +0.4%
CFG
2478
Clayton Financial Group
Missouri
$364K +$17.2K +263 +5%
MG
2479
Marex Group
$364K -$209K -3,206 -35%
PGWM
2480
Parisi Gray Wealth Management
New Jersey
$364K +$131 +2 +0%
BFA
2481
Bill Few Associates
Pennsylvania
$363K -$4.31K -66 -1%
LWM
2482
Lakeridge Wealth Management
Ohio
$362K +$3.39K +52 +0.9%
KWM
2483
Keebeck Wealth Management
Illinois
$362K +$14.6K +224 +4%
BTIM
2484
BancFirst Trust & Investment Management
Oklahoma
$362K +$3.26K +50 +0.9%
TCM
2485
Traynor Capital Management
Pennsylvania
$361K +$38.7K +593 +11%
SIA
2486
SGL Investment Advisors
Montana
$360K +$56.5K +865 +20%
HP
2487
Holistic Planning
Texas
$360K +$4.96K +76 +1%
SFS
2488
Security Financial Services
Indiana
$360K +$16.2K +248 +4%
CYG
2489
Clean Yield Group
Vermont
$360K -$1.83K -28 -0.5%
W
2490
Wealthquest
Ohio
$359K +$2.15K +33 +0.6%
BPW
2491
Bingham Private Wealth
California
$359K +$377K +5,772 New
FA
2492
Fiducient Advisors
Illinois
$359K +$2.22K +34 +0.6%
PPC
2493
Pennington Partners & Co
Maryland
$359K +$376K +5,765 New
BA
2494
Brightwater Advisory
Florida
$359K +$65 +1 +0%
NNPTE
2495
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$358K -$6.27M -96,038 -94%
DAM
2496
Doheny Asset Management
California
$358K – – –
MWS
2497
MFA Wealth Services
California
$357K +$375K +5,741 New
OBWG
2498
Onyx Bridge Wealth Group
New York
$357K -$16.8K -258 -4%
TWM
2499
Tradition Wealth Management
Minnesota
$357K +$10.9K +167 +3%
GTAM
2500
Global Trust Asset Management
Florida
$357K – – –
98 99
100
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