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Name Holding Trade Value Shares
Change 		Change in
Stake
PVI
1501
Pine Valley Investments
New Jersey
$356K +$35.1K +78 +11%
PEA
1502
Park Edge Advisors
Ohio
$355K -$451K -1,001 -57%
PFW
1503
Petros Family Wealth
Minnesota
$355K +$18K +40 +6%
MSAM
1504
Moloney Securities Asset Management
Missouri
$354K +$450 +1 +0.1%
LA
1505
Latitude Advisors
Florida
$354K -$17.1K -38 -5%
CPRC
1506
Consolidated Portfolio Review Corp
New York
$354K +$9K +20 +3%
SIA
1507
Soltis Investment Advisors
Utah
$354K +$91.8K +204 +37%
SG
1508
StoneX Group
New York
$353K -$53.6K -119 -14%
GFA
1509
Gallagher Fiduciary Advisors
Illinois
$352K – – –
MAM
1510
Martingale Asset Management
Massachusetts
$352K -$4.05K -9 -1%
SCM
1511
Schnieders Capital Management
California
$350K – – –
PHS
1512
Pekin Hardy Strauss
Illinois
$349K -$45K -100 -12%
MCWA
1513
Meadow Creek Wealth Advisors
Georgia
$346K +$2.7K +6 +0.8%
RCM
1514
Radnor Capital Management
Pennsylvania
$346K – – –
EFG
1515
Ethos Financial Group
Pennsylvania
$345K +$334K +741 New
AFG
1516
ABLE Financial Group
Arizona
$344K -$21.2K -47 -6%
TWM
1517
TSA Wealth Management
Texas
$344K +$4.05K +9 +1%
SIA
1518
SGL Investment Advisors
Montana
$343K +$77K +171 +29%
RG
1519
Renaissance Group
Kentucky
$343K -$10.4K -23 -3%
TA
1520
TrueWealth Advisors
Alabama
$340K +$4.5K +10 +1%
WGCA
1521
Wolf Group Capital Advisors
Virginia
$339K +$328K +729 New
SBIA
1522
Sheaff Brock Investment Advisors
Indiana
$336K – – –
HWA
1523
HHM Wealth Advisors
Tennessee
$336K -$7.65K -17 -2%
GHA
1524
Granite Harbor Advisors
Texas
$334K +$51.3K +114 +19%
MAG
1525
M3 Advisory Group
Massachusetts
$334K +$16.2K +36 +5%
59 60
61
62 63