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Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
2551
FAS Wealth Partners
Kansas
$546K -$36.4K -73 -6%
FAG
2552
Fortitude Advisory Group
Washington
$546K -$12.5K -25 -2%
NAMNJ
2553
NorthStar Asset Management (New Jersey)
New Jersey
$546K -$85.3K -171 -14%
NWMP
2554
Noble Wealth Management PBC
Colorado
$545K -$20.9K -42 -4%
E
2555
Entelevest
Florida
$544K -$1.5K -3 -0.3%
RIP
2556
RAM Investment Partners
Washington
$544K -$6.48K -13 -1%
IPW
2557
Impact Partnership Wealth
Georgia
$543K +$106K +213 +25%
CPL
2558
CAP Partners LLC
Tennessee
$542K -$7.98K -16 -1%
SBWIC
2559
Schaper Benz & Wise Investment Counsel
Wisconsin
$542K – – –
WPWM
2560
Western Pacific Wealth Management
Illinois
$542K -$11K -22 -2%
MAC
2561
Mason & Associates (California)
California
$541K -$51.9K -104 -9%
AF
2562
Apollon Financial
South Carolina
$541K +$14.5K +29 +3%
HP
2563
Haven Private
Florida
$540K -$62.3K -125 -11%
MF
2564
Manchester Financial
California
$539K +$5.98K +12 +1%
TA
2565
Townsend & Associates
Colorado
$537K -$1.99K -4 -0.4%
FCMC
2566
Founders Capital Management (Connecticut)
Connecticut
$537K – – –
IIM
2567
Ipswich Investment Management
Massachusetts
$536K +$27.4K +55 +6%
RW
2568
RVW Wealth
California
$536K -$13.5K -27 -3%
RCA
2569
Ranch Capital Advisors
Florida
$535K -$8.48K -17 -2%
VV
2570
Verity & Verity
South Carolina
$535K +$48.4K +97 +10%
KCM
2571
Kanawha Capital Management
Virginia
$535K +$85.8K +172 +20%
UB
2572
Umpqua Bank
Oregon
$534K -$14K -28 -3%
PWM
2573
Paulson Wealth Management
Illinois
$534K +$8.48K +17 +2%
SRC
2574
Shufro Rose & Co
New York
$534K -$399K -800 -43%
M
2575
MOTCO
Texas
$533K -$1.99K -4 -0.4%
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103
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