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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2876
Strategy Asset Managers
California
$276K +$13.5K +194 +5%
PFP
2877
Paragon Financial Partners
California
$275K +$418 +6 +0.2%
VPWA
2878
Vestia Personal Wealth Advisors
Indiana
$275K +$9.76K +140 +4%
CW
2879
Cedarwood Wealth
Colorado
$275K +$264K +3,789 New
AMCA
2880
Arthur M. Cohen & Associates
Illinois
$274K – – –
CA
2881
COFG Advisors
Illinois
$274K +$274K +3,925 New
PRTG
2882
Post Resch Tallon Group
New York
$274K +$10.6K +152 +4%
AP
2883
Advisors Preferred
Maryland
$274K +$27K +387 +11%
MJP
2884
Michael J. Puzo
$274K – – –
BOS
2885
Bank of Stockton
California
$274K -$4.18K -60 -2%
GRR
2886
Golden Reserve Retirement
Ohio
$273K +$273K +3,910 New
WPC
2887
White Pine Capital
Minnesota
$273K -$5.51K -79 -2%
NCTC
2888
New Covenant Trust Company
Indiana
$273K +$4.88K +70 +2%
AW
2889
Alchemi Wealth
Connecticut
$273K +$272K +3,900 New
CWM
2890
CarsonAllaria Wealth Management
Illinois
$273K -$11.6K -166 -4%
GWCM
2891
Godshalk Welsh Capital Management
Pennsylvania
$273K – – –
BWM
2892
Buska Wealth Management
Wisconsin
$272K -$2.23K -32 -0.8%
VA
2893
Veratis Advisors
North Carolina
$272K +$240K +3,446 New
TFA
2894
Trinity Financial Advisors
Ohio
$271K +$627 +9 +0.2%
PIA
2895
Pinion Investment Advisors
Kansas
$271K -$6.62K -95 -2%
FEM
2896
Fulcrum Equity Management
Texas
$271K +$270K +3,872 New
LPFG
2897
Landing Point Financial Group
Ohio
$270K -$7.04K -101 -3%
CWMG
2898
Compass Wealth Management (Georgia)
Georgia
$269K -$20K -287 -7%
NFG
2899
Northeast Financial Group
Pennsylvania
$269K – – –
SIM
2900
SSI Investment Management
California
$269K – – –
114 115
116
117 118