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Name Holding Trade Value Shares
Change 		Change in
Stake
DBG
1501
De Burlo Group
Massachusetts
$385K – – –
CWM
1502
C2C Wealth Management
Arizona
$383K – – –
GHA
1503
Granite Harbor Advisors
Texas
$383K +$45.2K +99 +14%
GFA
1504
Gallagher Fiduciary Advisors
Illinois
$382K +$26.5K +58 +8%
TTWM
1505
TCV Trust & Wealth Management
Virginia
$381K -$45.6K -100 -11%
ITFISA
1506
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$381K +$5.48K +12 +2%
MWA
1507
Midland Wealth Advisors
Illinois
$381K -$6.39K -14 -2%
OWA
1508
Outlook Wealth Advisors
Texas
$380K +$5.93K +13 +2%
WWM
1509
Whalen Wealth Management
Nevada
$379K +$368K +807 New
ST
1510
Sentinel Trust
Texas
$378K +$1.37K +3 +0.4%
PSP
1511
Principal Street Partners
Tennessee
$377K +$367K +804 New
FAG
1512
Fortitude Advisory Group
Washington
$377K -$17.8K -39 -5%
DOA
1513
D'Orazio & Associates
Virginia
$377K – – –
MW
1514
Maia Wealth
Colorado
$376K +$101K +222 +38%
CA
1515
Cullinan Associates
Kentucky
$376K – – –
AWM
1516
Atticus Wealth Management
Florida
$375K – – –
BCFD
1517
Boit C.F. David
$375K – – –
USGIU
1518
U.S. Global Investors (USGI)
Texas
$375K – – –
CL
1519
CVFG LLC
Indiana
$375K +$6.85K +15 +2%
LT
1520
Legacy Trust
Michigan
$375K – – –
WC
1521
Wynn Capital
Georgia
$375K – – –
PMSA
1522
Patrick M. Sweeney & Associates
Illinois
$374K – – –
MCCP
1523
Mission Creek Capital Partners
California
$373K -$2.28K -5 -0.6%
SHGA
1524
Sand Hill Global Advisors
California
$372K +$8.22K +18 +2%
CA
1525
Claro Advisors
Massachusetts
$370K -$707K -1,548 -66%
59 60
61
62 63