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Name Holding Trade Value Shares
Change 		Change in
Stake
LF
2851
LifeSteps Financial
California
$318K -$17.5K -70 -5%
SPP
2852
Single Point Partners
Massachusetts
$318K -$8.75K -35 -2%
IPW
2853
Inlet Private Wealth
Florida
$318K – – –
PMA
2854
Prudent Man Advisors
Illinois
$317K -$8.5K -34 -2%
NCM
2855
Neumann Capital Management
California
$315K +$3.75K +15 +1%
WCFA
2856
Walkner Condon Financial Advisors
Wisconsin
$315K +$353K +1,413 New
APC
2857
Aspire Private Capital
North Carolina
$314K -$165K -662 -32%
NIC
2858
Northwest Investment Counselors
Oregon
$314K -$21.7K -87 -6%
BWG
2859
Beta Wealth Group
California
$313K – – –
CF
2860
Cantor Fitzgerald
New York
$313K +$352K +1,409 New
HCM
2861
Hilton Capital Management
New York
$312K – – –
CG
2862
Corundum Group
Colorado
$312K +$53.2K +213 +18%
PAG
2863
Paladin Advisory Group
Iowa
$312K +$347K +1,389 New
HCM
2864
Hall Capital Management
Rhode Island
$311K +$7K +28 +2%
REMPR
2865
Roof Eidam Maycock Peralta (REMP)
California
$311K +$160K +640 +85%
TCWM
2866
Total Clarity Wealth Management
Illinois
$311K +$228K +912 +188%
ERIM
2867
Eagle Ridge Investment Management
Connecticut
$310K -$3.5K -14 -1%
TFGT
2868
TS Financial Group (TSFG)
Illinois
$310K +$36.2K +145 +12%
AWA
2869
AmeriServ Wealth Advisors
Pennsylvania
$310K +$59.7K +239 +21%
F
2870
F3Logic
Minnesota
$309K -$280K -1,120 -44%
PHAM
2871
Palisades Hudson Asset Management
Florida
$309K -$147K -588 -30%
NC
2872
NovaPoint Capital
Georgia
$308K -$25.5K -102 -7%
MIG
2873
McGuire Investment Group
Rhode Island
$308K +$28.5K +114 +9%
SC
2874
Seldon Capital
California
$307K – – –
RI
2875
Rinkey Investments
California
$305K -$62.5K -250 -15%
113 114
115
116 117