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Name Holding Trade Value Shares
Change 		Change in
Stake
EPAM
2301
Evelyn Partners Asset Management
$527K – – –
SWA
2302
Strata Wealth Advisors
Texas
$527K -$93.9K -1,406 -16%
MGIA
2303
Matthew Goff Investment Advisor
Texas
$526K +$2.27K +34 +0.5%
AGWCA
2304
Annis Gardner Whiting Capital Advisors
Florida
$526K -$32.3K -483 -6%
MFGM
2305
Marshall Financial Group (Maryland)
Maryland
$525K -$21K -315 -4%
OWP
2306
ORG Wealth Partners
Texas
$523K +$441K +6,596 +963%
SHF
2307
Safe Harbor Fiduciary
Florida
$522K -$2.4K -36 -0.5%
AFC
2308
AFT Forsyth & Company
Florida
$522K – – –
AIA
2309
AssuredPartners Investment Advisors
Florida
$521K -$51.7K -774 -10%
FCFC
2310
First Citizens Financial Corp
Iowa
$519K – – –
GA
2311
Greenspring Advisors
Maryland
$518K – – –
SPWM
2312
Spartan Planning & Wealth Management
North Carolina
$517K +$483K +7,225 New
TCBWMS
2313
Texas Capital Bank Wealth Management Services
Texas
$517K +$163K +2,434 +51%
RIM
2314
Redwood Investment Management
Arizona
$516K +$481K +7,200 New
VCM
2315
Vision Capital Management
Oregon
$515K – – –
JF
2316
Jump Financial
Illinois
$515K -$16.9M -252,581 -97%
FSCM
2317
Front Street Capital Management
Montana
$515K -$8.88K -133 -2%
DIP
2318
Davis Investment Partners
North Carolina
$515K – – –
JCM
2319
Jacobsen Capital Management
Utah
$515K +$74.1K +1,110 +18%
USB
2320
Union Savings Bank
Connecticut
$514K -$267 -4 -0.1%
1WM
2321
1858 Wealth Management
Ohio
$514K -$334 -5 -0.1%
SIS
2322
Sound Income Strategies
Florida
$513K -$189K -2,835 -28%
BAM
2323
Bosun Asset Management
Illinois
$513K -$8.48K -127 -2%
BWM
2324
Base Wealth Management
Florida
$511K +$476K +7,134 New
HA
2325
Herold Advisors
New York
$511K -$24.6K -368 -5%
91 92
93
94 95