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Name Holding Trade Value Shares
Change 		Change in
Stake
CPWA
2626
Cerro Pacific Wealth Advisors
California
$348K -$7.15K -107 -2%
IW
2627
Instrumental Wealth
Florida
$348K +$6.14K +92 +2%
CA
2628
CGN Advisors
Kansas
$348K +$35.4K +530 +12%
SWM
2629
Salvus Wealth Management
New Jersey
$346K +$19K +284 +6%
PFA
2630
Pathway Financial Advisors
Vermont
$346K +$17.6K +264 +6%
KCIC
2631
Kuhn & Co Investment Counsel
Illinois
$346K – – –
FSC
2632
Full Sail Capital
Oklahoma
$345K +$69.8K +1,045 +28%
DDPIC
2633
Deroy & Devereaux Private Investment Counsel
Michigan
$345K – – –
CCA
2634
Clearwater Capital Advisors
Illinois
$344K -$168K -2,520 -34%
CSPIA
2635
Cary Street Partners Investment Advisory
Virginia
$344K +$120K +1,798 +60%
VFM
2636
Vision Financial Markets
Connecticut
$344K -$23K -345 -7%
FUBT
2637
First United Bank & Trust
Maryland
$344K -$29.6K -443 -8%
EBT
2638
Enterprise Bank & Trust
Massachusetts
$343K +$32.4K +485 +11%
PAM
2639
PCG Asset Management
New Jersey
$343K -$6.68K -100 -2%
PPWM
2640
Paragon Private Wealth Management
Kentucky
$343K +$37.2K +557 +13%
MSR
2641
Main Street Research
Connecticut
$343K +$79.6K +1,192 +34%
LSWP
2642
Liberty Square Wealth Partners
Pennsylvania
$343K – – –
RCIM
2643
Red Cedar Investment Management
Michigan
$342K – – –
FPL
2644
Fortress Private Ledger
North Carolina
$342K +$43.3K +648 +16%
CL
2645
CLG LLC
California
$342K – – –
IPWA
2646
International Private Wealth Advisors
California
$341K +$318K +4,760 New
PCA
2647
Purkiss Capital Advisors
Connecticut
$341K +$318K +4,759 New
MCP
2648
Mirador Capital Partners
California
$341K +$318K +4,758 New
WIM
2649
WealthPlan Investment Management
Nebraska
$340K -$182K -2,718 -36%
TWP
2650
Tempus Wealth Planning
California
$340K -$1.34K -20 -0.4%
104 105
106
107 108