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Name Holding Trade Value Shares
Change 		Change in
Stake
SFB
4176
STAR Financial Bank
Indiana
$3.07M -$159K -365 -6%
EE
4177
EWG Elevate
California
$3.07M +$270K +621 +11%
PWM
4178
Paulson Wealth Management
Illinois
$3.06M +$129K +296 +5%
CIG
4179
Cascade Investment Group
Colorado
$3.06M +$360K +828 +16%
NIA
4180
NIA Impact Advisors
California
$3.05M -$35.2K -81 -1%
TFCP
4181
Twin Focus Capital Partners
Massachusetts
$3.05M -$65.1K -150 -2%
CCM
4182
Check Capital Management
California
$3.05M +$41.3K +95 +2%
AIA
4183
Armor Investment Advisors
North Carolina
$3.04M +$385K +886 +17%
XSC
4184
X-Square Capital
Puerto Rico
$3.04M -$3.91K -9 -0.1%
RFS
4185
Richardson Financial Services
Massachusetts
$3.03M +$135K +310 +5%
MIM
4186
Macroview Investment Management
Maryland
$3.03M +$64.3K +148 +2%
FMP
4187
Financial Management Professionals
Texas
$3.03M +$233K +537 +10%
IPW
4188
Impact Partnership Wealth
Georgia
$3.03M +$492K +1,134 +23%
SCM
4189
Sandler Capital Management
New York
$3.02M +$2.64M +6,081 New
ICM
4190
Intrepid Capital Management
Florida
$3.02M +$367K +845 +16%
KPWG
4191
KFA Private Wealth Group
Virginia
$3.02M +$337K +776 +15%
SWMG
4192
Sanchez Wealth Management Group
Florida
$3.02M -$1.34M -3,075 -34%
CIC
4193
Chase Investment Counsel
Virginia
$3.01M -$364K -839 -12%
MPIA
4194
Milestones Private Investment Advisors
New York
$3.01M +$2.62M +6,044 New
AWP
4195
Atlas Wealth Partners
Pennsylvania
$3M -$159K -366 -6%
TF
4196
TLWM Financial
Texas
$3M +$6.95K +16 +0.3%
JEST
4197
JTC Employer Solutions Trustee
Jersey
$3M -$27.5M -63,435 -91%
GIM
4198
Guild Investment Management
California
$3M – – –
AWM
4199
Abound Wealth Management
Tennessee
$3M +$170K +391 +7%
RIS
4200
Retirement Income Solutions
Michigan
$2.99M +$58.6K +135 +2%
166 167
168
169 170