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Name Holding Trade Value Shares
Change 		Change in
Stake
VFG
2551
Victory Financial Group
Texas
$556K -$215K -432 -29%
FFM
2552
Fullerton Fund Management
Singapore
$555K -$166K -332 -23%
DM
2553
Diversified Management
Wisconsin
$551K -$195K -391 -27%
CWG
2554
Crown Wealth Group
North Carolina
$551K +$20.4K +41 +4%
CCA
2555
Collaborative Capital Advisors
New York
$551K +$535K +1,073 New
EL
2556
Essex LLC
Illinois
$551K -$95.2K -191 -15%
BSSFA
2557
Baron Silver Stevens Financial Advisors
Florida
$551K +$24.9K +50 +5%
SQA
2558
Simon Quick Advisors
New Jersey
$551K -$36.9K -74 -6%
HIG
2559
Heritage Investment Group
Florida
$550K -$16.5K -33 -3%
JRPIM
2560
Journey Retirement Planning & Investment Management
Idaho
$550K -$72.8K -146 -12%
HCA
2561
Hardworking Capital Advisors
California
$550K +$17.9K +36 +3%
CIAS
2562
CFS Investment Advisory Services
New Jersey
$549K -$40.9K -82 -7%
DWS
2563
Discipline Wealth Solutions
South Carolina
$547K +$24.9K +50 +5%
1WA
2564
180 Wealth Advisors
Washington
$547K +$4.99K +10 +0.9%
RA
2565
Rise Advisors
New York
$546K +$14K +28 +3%
AWP
2566
Abacus Wealth Partners
California
$546K -$707K -1,418 -57%
FWP
2567
FAS Wealth Partners
Kansas
$546K -$36.4K -73 -6%
FAG
2568
Fortitude Advisory Group
Washington
$546K -$12.5K -25 -2%
NAMNJ
2569
NorthStar Asset Management (New Jersey)
New Jersey
$546K -$85.3K -171 -14%
NWMP
2570
Noble Wealth Management PBC
Colorado
$545K -$20.9K -42 -4%
E
2571
Entelevest
Florida
$544K -$1.5K -3 -0.3%
RIP
2572
RAM Investment Partners
Washington
$544K -$6.48K -13 -1%
IPW
2573
Impact Partnership Wealth
Georgia
$543K +$106K +213 +25%
CPL
2574
CAP Partners LLC
Tennessee
$542K -$7.98K -16 -1%
SBWIC
2575
Schaper Benz & Wise Investment Counsel
Wisconsin
$542K – – –
101 102
103
104 105