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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3076
Castle Wealth Management
Florida
$1.67M -$10K -15 -0.6%
MAM
3077
Marotta Asset Management
Virginia
$1.67M -$200K -299 -11%
TFA
3078
Tranquilli Financial Advisor
New Jersey
$1.67M +$40.7K +61 +2%
OIM
3079
Oder Investment Management
California
$1.67M +$172K +258 +11%
CSB
3080
City State Bank
Iowa
$1.67M +$66.8K +100 +4%
SWGC
3081
Summit Wealth Group (Colorado)
Colorado
$1.66M -$658K -985 -28%
KWS
3082
Keystone Wealth Services
California
$1.66M +$144K +216 +9%
HCG
3083
Haven Capital Group
California
$1.66M +$606K +908 +57%
OCM
3084
Orleans Capital Management
Louisiana
$1.66M -$70.1K -105 -4%
OC
3085
Opal Capital
Florida
$1.66M +$1.64M +2,450 New
EPW
3086
Elevated Private Wealth
Wisconsin
$1.65M +$1.67M +2,507 New
LRIA
3087
Leonard Rickey Investment Advisors
Washington
$1.65M +$97.5K +146 +6%
IWP
3088
Invenio Wealth Partners
Florida
$1.65M -$36.7K -55 -2%
FIM
3089
FWL Investment Management
Texas
$1.65M +$416K +623 +33%
USPCM
3090
Union Square Park Capital Management
New York
$1.65M +$1.67M +2,500 New
SCG
3091
Sonata Capital Group
Washington
$1.65M +$1.34K +2 +0.1%
LA
3092
Latitude Advisors
Florida
$1.65M +$64.1K +96 +4%
LWA
3093
Legacy Wealth Advisors
Florida
$1.65M +$1.67M +2,498 New
BI
3094
Beckerman Institutional
New Jersey
$1.65M -$22.7K -34 -1%
LWM
3095
Laidlaw Wealth Management
New York
$1.65M +$140K +209 +9%
JWM
3096
Jacksonville Wealth Management
Florida
$1.65M -$9.35K -14 -0.6%
AWM
3097
AAF Wealth Management
Massachusetts
$1.65M +$118K +176 +8%
GC
3098
Guilbault Capital
Louisiana
$1.64M +$1.66M +2,491 New
PCM
3099
Pointe Capital Management
Michigan
$1.64M +$10K +15 +0.6%
PP
3100
Patron Partners
Texas
$1.64M -$425K -637 -20%
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