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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
3551
MidAtlantic Capital Management
Virginia
$458K -$49.9K -97 -11%
LCM
3552
Lattice Capital Management
Washington
$458K – – –
FIC
3553
Family Investment Center
Missouri
$458K +$5.14K +10 +1%
WTG
3554
West Tower Group
Virginia
$458K +$154K +300 +60%
SPA
3555
Sentinel Pension Advisors
Massachusetts
$458K +$16K +31 +4%
MS
3556
Maven Securities
Jersey
$457K -$1.94M -3,762 -82%
TCM
3557
TD Capital Management
Tennessee
$457K +$16K +31 +4%
LC
3558
Lincoln Capital
Nebraska
$457K – – –
SWP
3559
Summit Wealth Partners
Florida
$456K +$66.4K +129 +19%
SAM
3560
Summit Asset Management
Tennessee
$456K +$39.6K +77 +11%
BAM
3561
Brave Asset Management
New Jersey
$455K – – –
JF
3562
Joule Financial
Kentucky
$453K -$43.2K -84 -10%
TA
3563
TPG Advisors
Illinois
$451K – – –
FB
3564
First Bancorp
Maine
$449K -$15.4K -30 -4%
TIM
3565
Total Investment Management
Arizona
$448K -$353K -686 -47%
GCM
3566
Gibraltar Capital Management
Oklahoma
$448K +$402K +782 New
SWA
3567
Strata Wealth Advisors
Texas
$448K +$39.6K +77 +11%
MPW
3568
MGO Private Wealth
California
$447K -$38.1K -74 -9%
MCM
3569
Monument Capital Management
Virginia
$447K -$19.6K -38 -5%
UB
3570
Umpqua Bank
Oregon
$447K +$20.6K +40 +5%
SPWM
3571
Schrum Private Wealth Management
Florida
$447K +$401K +780 New
KI
3572
Kapitalo Investimentos
Brazil
$445K -$81.8K -159 -17%
OGF
3573
Orin Green Financial
California
$445K – – –
IWA
3574
Inspirion Wealth Advisors
Illinois
$445K -$3.6K -7 -0.9%
MLFP
3575
MPS Loria Financial Planners
Illinois
$444K -$2.06K -4 -0.5%
141 142
143
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