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Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
4401
Flaharty Asset Management
Florida
$452K +$150K +224 +49%
MGCM
4402
Mane Global Capital Management
New York
$452K -$59.4M -88,964 -99%
SCA
4403
Stillwater Capital Advisors
Pennsylvania
$450K -$42.1K -63 -8%
NAMM
4404
NorthStar Asset Management (Massachusetts)
Massachusetts
$450K +$86.1K +129 +23%
BC
4405
Broadwater Capital
Massachusetts
$449K -$100K -150 -18%
MCM
4406
MidAtlantic Capital Management
Virginia
$449K +$123K +184 +37%
KPP
4407
Kings Path Partners
Texas
$449K +$319K +478 +237%
SIA
4408
Serenity Investment Advisors
Illinois
$448K +$463K +694 New
LCM
4409
LVM Capital Management
Michigan
$448K -$18K -27 -4%
PWM
4410
Positano Wealth Management
$448K +$453K +678 New
EP
4411
Essential Partners
California
$446K +$60.1K +90 +15%
SHF
4412
Stage Harbor Financial
Massachusetts
$446K -$78.8K -118 -15%
LCG
4413
Lynx Capital Group
Ohio
$446K – – –
FPCP
4414
Fort Point Capital Partners
California
$444K -$3.26M -4,889 -87%
BAM
4415
Broyhill Asset Management
North Carolina
$442K -$10K -15 -2%
KCM
4416
Kennicott Capital Management
California
$442K – – –
WMA
4417
Wealth Management Associates
New Jersey
$441K +$21.4K +32 +5%
RWA
4418
Roberts Wealth Advisors
California
$441K -$53.4K -80 -11%
TFS
4419
Targeted Financial Services
Florida
$441K +$446K +668 New
SNB
4420
Security National Bank
Nebraska
$441K -$823K -1,232 -65%
BIM
4421
Bullseye Investment Management
Ohio
$441K +$446K +668 New
ATI
4422
ARK & TLK Investments
Oklahoma
$440K +$1.34K +2 +0.3%
BI
4423
Breachway Investments
Rhode Island
$439K +$444K +665 New
WWP
4424
Wise Wealth Partners
Arizona
$439K +$41.4K +62 +10%
SEA
4425
Stegent Equity Advisors
Texas
$438K +$75.5K +113 +21%
175 176
177
178 179