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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2426
Peterson Wealth Advisors
Utah
$209K +$201K +581 New
KFP
2427
KB Financial Partners
New Jersey
$208K -$220K -636 -52%
CCP
2428
Carmel Capital Partners
California
$208K +$200K +579 New
SHGA
2429
Sand Hill Global Advisors
California
$208K +$200K +579 New
DCM
2430
Deuterium Capital Management
Florida
$208K +$201K +580 New
KPWG
2431
KFA Private Wealth Group
Virginia
$207K -$8.99K -26 -4%
LB
2432
Legacy Bridge
Iowa
$207K – – –
RFM
2433
Royal Fund Management
Florida
$207K – – –
VDI
2434
Vaughan David Investments
Illinois
$207K +$199K +575 New
ETIA
2435
Epic Trust Investment Advisors
Washington
$207K +$199K +576 New
NFG
2436
Nadler Financial Group
Illinois
$207K +$199K +576 New
FA
2437
Fountainhead AM
New Jersey
$206K -$12.4K -36 -6%
FAP
2438
Financial Advisory Partners
Florida
$205K +$197K +571 New
BHBT
2439
Burke & Herbert Bank & Trust
Virginia
$204K +$196K +568 New
BWA
2440
Brave Warrior Advisors
New York
$204K +$197K +569 New
WE
2441
Wealth Effects
Massachusetts
$204K +$197K +569 New
MVA
2442
Mount Vernon Associates
Maryland
$203K -$39.8K -115 -17%
MA
2443
MONECO Advisors
Connecticut
$203K +$180K +520 New
W
2444
Wealthquest
Ohio
$201K -$6.92K -20 -3%
HFP
2445
Holistic Financial Partners
Indiana
$201K +$193K +558 New
TVAMP
2446
Tennessee Valley Asset Management Partners
Tennessee
$201K +$193K +559 New
BONH
2447
Bank of New Hampshire
New Hampshire
$201K +$194K +560 New
RHBC
2448
R.H. Bluestein & Co
Michigan
$201K +$194K +560 New
SQA
2449
Simon Quick Advisors
New Jersey
$200K -$64.3K -186 -25%
BIM
2450
Bullseye Investment Management
Ohio
$200K +$192K +556 New
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98
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