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Name Holding Trade Value Shares
Change 		Change in
Stake
PLFS
3001
Provident Living Financial Services
Utah
$1.59M +$259K +423 +18%
AWMT
3002
AAFMAA Wealth Management & Trust
North Carolina
$1.58M +$124K +202 +8%
BOPW
3003
Brandywine Oak Private Wealth
Pennsylvania
$1.58M -$86.8K -142 -5%
CIAS
3004
CFS Investment Advisory Services
New Jersey
$1.58M -$380K -621 -19%
ECM
3005
Ebert Capital Management
California
$1.58M +$446K +729 +35%
PEWA
3006
Pacific Excel Wealth Advisors
California
$1.58M +$596K +974 +53%
HFO
3007
Heritage Family Offices
Arizona
$1.58M +$679K +1,111 +66%
NIP
3008
Nicholas Investment Partners
California
$1.58M +$1.71M +2,798 New
TC
3009
Tannin Capital
North Carolina
$1.58M +$130K +212 +8%
ACA
3010
American Capital Advisory
Idaho
$1.57M -$14.7K -24 -0.9%
RS
3011
R Squared
Hong Kong
$1.57M +$1.71M +2,795 New
BC
3012
BDFS Capital
Delaware
$1.57M +$894K +1,462 +110%
MAM
3013
Marotta Asset Management
Virginia
$1.57M +$12.8K +21 +0.8%
EPW
3014
Elevated Private Wealth
Wisconsin
$1.57M +$1.7M +2,779 New
TWM
3015
Tortuga Wealth Management
California
$1.56M +$177K +290 +12%
AB
3016
ANB Bank
Colorado
$1.56M -$51.4K -84 -3%
PWMA
3017
Pension & Wealth Management Advisors
Massachusetts
$1.56M +$126K +206 +8%
FC
3018
Fusion Capital
South Carolina
$1.56M +$71.5K +117 +4%
VIM
3019
VELA Investment Management
Ohio
$1.56M -$98.4K -161 -5%
PIA
3020
Panoramic Investment Advisors
Colorado
$1.56M +$23.2K +38 +1%
FMP
3021
Financial Management Professionals
Texas
$1.55M +$416K +681 +33%
PC
3022
Parrish Capital
Georgia
$1.55M -$406K -664 -19%
LCM
3023
LCM Capital Management
Illinois
$1.55M +$28.1K +46 +2%
PW
3024
PUREfi Wealth
Massachusetts
$1.55M +$604K +987 +56%
CWM
3025
Cherrydale Wealth Management
New Jersey
$1.54M +$611 +1 +0%
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121
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