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Name Holding Trade Value Shares
Change 		Change in
Stake
FC
2951
Forte Capital
New York
$1.4M +$41.9K +65 +3%
SA
2952
Sage Advisors
Colorado
$1.4M +$16.8K +26 +1%
WFS
2953
WealthGarden F.S.
California
$1.4M +$149K +231 +10%
PPH
2954
Pure Portfolios Holdings
Oregon
$1.4M -$130K -201 -8%
OWA
2955
Opal Wealth Advisors
New York
$1.4M -$67.7K -105 -4%
SPWM
2956
Spartan Planning & Wealth Management
North Carolina
$1.4M -$950K -1,472 -38%
NC
2957
North Capital
Utah
$1.4M +$1.56M +2,425 New
WBG
2958
Wharton Business Group
Pennsylvania
$1.4M – – –
RWMG
2959
Redwood Wealth Management Group
New Jersey
$1.39M +$108K +167 +7%
CWA
2960
Centennial Wealth Advisory
Michigan
$1.39M +$143K +222 +10%
B
2961
Birchbrook
Maine
$1.39M +$81.3K +126 +6%
LPAM
2962
Lodestar Private Asset Management
California
$1.39M -$132K -205 -8%
KCAM
2963
Kagan Cocozza Asset Management
New Jersey
$1.39M – – –
JBA
2964
Johnson Bixby & Associates
Washington
$1.39M -$80.6K -125 -5%
LAM
2965
LECAP Asset Management
United Kingdom
$1.39M +$1.55M +2,405 New
PM
2966
Phraction Management
Connecticut
$1.38M +$36.8K +57 +2%
CM
2967
Corvex Management
New York
$1.38M – – –
BWM
2968
BigSur Wealth Management
Florida
$1.38M +$1.55M +2,400 New
CPM
2969
Connective Portfolio Management
New York
$1.38M +$1.55M +2,400 New
AC
2970
ASB Consultores
Florida
$1.38M -$671K -1,040 -30%
IWM
2971
Iams Wealth Management
Nebraska
$1.38M +$425K +658 +38%
RH
2972
RFG Holdings
Texas
$1.38M +$169K +262 +12%
SI
2973
Severin Investments
Missouri
$1.38M +$145K +224 +10%
AHL
2974
Abel Hall LLC
Louisiana
$1.37M -$214K -331 -12%
VC
2975
Vicus Capital
Pennsylvania
$1.37M -$9.68K -15 -0.6%
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