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Name Holding Trade Value Shares
Change 		Change in
Stake
LPAM
2476
Lodestar Private Asset Management
California
$211K +$199K +606 New
CT
2477
Colonial Trust
South Carolina
$210K – – –
FZCM
2478
Flynn Zito Capital Management
New York
$210K +$198K +603 New
FFW
2479
Fusion Family Wealth
New York
$209K +$198K +602 New
RDIA
2480
RE Dickinson Investment Advisors
Iowa
$209K – – –
BWM
2481
Baron Wealth Management
Michigan
$209K +$198K +601 New
AAM
2482
American Asset Management
Florida
$209K +$197K +600 New
TBC
2483
Ted Buchan & Co
California
$208K +$197K +597 New
SIAG
2484
Safeguard Investment Advisory Group
California
$207K +$196K +596 New
BC
2485
Barrett & Company
Rhode Island
$207K – – –
MKA
2486
M. Kulyk & Associates
Georgia
$205K +$194K +589 New
CCB
2487
Cutter & Co Brokerage
Missouri
$204K +$193K +587 New
FA
2488
Fountainhead AM
New Jersey
$204K +$193K +586 New
PWAG
2489
Polaris Wealth Advisory Group
California
$203K +$177K +537 New
GSIS
2490
Global Strategic Investment Solutions
Arizona
$203K +$192K +584 New
RWA
2491
Rooted Wealth Advisors
Illinois
$203K +$192K +583 New
TCM
2492
Traynor Capital Management
Pennsylvania
$203K -$59.9K -182 -24%
NPF
2493
Norris Perne & French
Michigan
$203K +$192K +583 New
PFM
2494
Patton Fund Management
Texas
$202K +$192K +582 New
RDWM
2495
Red Door Wealth Management
Tennessee
$201K +$191K +579 New
KIA
2496
KLR Investment Advisors
Rhode Island
$201K +$190K +578 New
MCM
2497
Morton Capital Management
California
$201K +$190K +578 New
HA
2498
Hofer & Associates
California
$201K +$190K +578 New
MAG
2499
Mayfair Advisory Group
Alabama
$200K +$178K +540 New
MA
2500
MKT Advisors
California
$200K +$174K +530 New
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