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Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
4951
Essential Investment Partners
Colorado
$141K -$736K -1,148 -82%
LWMI
4952
Legacy Wealth Management (Idaho)
Idaho
$140K +$20.5K +32 +15%
JFG
4953
JDM Financial Group
Texas
$138K – – –
BIM
4954
Breakwater Investment Management
Washington
$135K -$128K -199 -46%
RCM
4955
Richardson Capital Management
Wisconsin
$134K +$21.1K +33 +16%
SC
4956
Swan Capital
Florida
$134K – – –
CFG
4957
Clayton Financial Group
Missouri
$132K – – –
CCMI
4958
Creative Capital Management Investments
California
$132K -$3.85K -6 -3%
AP
4959
Aspect Partners
Virginia
$130K +$7.05K +11 +5%
PCR
4960
Potrero Capital Research
California
$125K – – –
WSA
4961
Wealth Science Advisors
Georgia
$124K +$120K +188 New
TBFA
4962
Three Bearings Fiduciary Advisors
New Hampshire
$121K – – –
MWPCG
4963
Measured Wealth Private Client Group
New Hampshire
$121K -$22.4K -35 -14%
KC
4964
Knuff & Co
California
$120K -$9.61K -15 -7%
NWM
4965
Nova Wealth Management
Florida
$119K -$21.1K -33 -14%
MWA
4966
Merkkuri Wealth Advisors
New York
$119K +$133K +207 New
IWS
4967
Intentional Wealth Strategies
Colorado
$118K +$133K +207 New
PSB
4968
Piscataqua Savings Bank
New Hampshire
$116K +$76.9K +120 +145%
GG
4969
Gleason Group
Kentucky
$114K – – –
PP
4970
Pacifica Partners
Canada
$114K – – –
SFAM
4971
Sawyer Falduto Asset Management
Illinois
$113K – – –
TFG
4972
Team Financial Group
California
$112K – – –
FPB
4973
First PREMIER Bank
South Dakota
$110K – – –
IWP
4974
IAG Wealth Partners
Wisconsin
$110K -$19.2K -30 -14%
OSNBOA
4975
Old Second National Bank of Aurora
Illinois
$110K -$59.6K -93 -33%
197 198
199
200 201