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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2901
Brooktree Capital Management
Michigan
$325K – – –
MA
2902
McBroom & Associates
Nevada
$325K – – –
PWM
2903
Partnership Wealth Management
Maryland
$325K – – –
LPFG
2904
Landing Point Financial Group
Ohio
$325K +$948 +12 +0.3%
WF
2905
WealthPoint Financial
North Carolina
$324K +$1.97K +25 +0.6%
OPW
2906
Osprey Private Wealth
New York
$324K – – –
FA
2907
FSA Advisors
Michigan
$324K +$2.37K +30 +0.8%
TRIA
2908
Trail Ridge Investment Advisors
Colorado
$324K -$104K -1,321 -25%
RWI
2909
Red Wave Investments
Pennsylvania
$323K -$15.7K -199 -5%
CFG
2910
Carr Financial Group
Massachusetts
$323K -$32.4K -410 -9%
AIIMS
2911
Analyst IMS Investment Management Services
Israel
$323K -$559K -7,073 -64%
VIP
2912
Value Investment Professionals
New York
$322K +$869 +11 +0.3%
WTFG
2913
Wood Tarver Financial Group
Idaho
$322K +$13.5K +171 +4%
MWM
2914
Mindset Wealth Management
Indiana
$322K +$66.3K +839 +27%
AGC
2915
August Group Capital
$320K -$24.3K -308 -7%
PWP
2916
Ponta Wealth Partners
Florida
$320K +$46.5K +589 +18%
SWM
2917
Stronghold Wealth Management
Florida
$320K -$2.13K -27 -0.7%
TWM
2918
Tripletail Wealth Management
Florida
$320K – – –
VPWA
2919
Vestia Personal Wealth Advisors
Indiana
$320K +$1.19K +15 +0.4%
AMCA
2920
Arthur M. Cohen & Associates
Illinois
$319K – – –
MJP
2921
Michael J. Puzo
$319K – – –
KW
2922
Keyvantage Wealth
Pennsylvania
$318K -$2.92K -37 -0.9%
HB
2923
Horizon Bancorp
Indiana
$318K -$8.45K -107 -3%
TFA
2924
Trinity Financial Advisors
Ohio
$318K +$316 +4 +0.1%
ASG
2925
Advisory Solutions Group
Minnesota
$318K +$309K +3,910 New
115 116
117
118 119