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Name Holding Trade Value Shares
Change 		Change in
Stake
WQ
2501
Wealth Quarterback
New Jersey
$317K – – –
TC
2502
Truvestments Capital
Florida
$317K +$14K +170 +5%
RPCA
2503
Running Point Capital Advisors
California
$317K +$293K +3,560 New
FMN
2504
Financial Management Network
California
$317K -$8.23K -100 -3%
QFA
2505
Quantum Financial Advisors
California
$316K – – –
SG
2506
Sharper & Granite
California
$316K +$49.4K +600 +20%
EW
2507
Enzi Wealth
Texas
$316K +$9.05K +110 +3%
DFG
2508
Dupree Financial Group
Kentucky
$316K +$5.76K +70 +2%
AWA
2509
Amplius Wealth Advisors
Pennsylvania
$315K +$14K +170 +5%
MWP
2510
Meridian Wealth Partners
Pennsylvania
$315K +$3.29K +40 +1%
QCIG
2511
Quad-Cities Investment Group
Iowa
$314K -$98.8K -1,200 -25%
TCBWMS
2512
Texas Capital Bank Wealth Management Services
Texas
$314K +$2.47K +30 +0.9%
MCM
2513
Mitchell Capital Management
Kansas
$314K +$290K +3,520 New
TPW
2514
Tiller Private Wealth
Pennsylvania
$313K +$2.47K +30 +0.9%
WFAG
2515
Wescott Financial Advisory Group
Pennsylvania
$313K +$44.4K +540 +18%
BCM
2516
Birch Capital Management
Texas
$312K – – –
CB
2517
Community Bank
New York
$312K – – –
CFA
2518
CWS Financial Advisors
Michigan
$312K – – –
MTIC
2519
Missouri Trust & Investment Company
Missouri
$312K – – –
KDA
2520
Kraft Davis & Associates
Missouri
$311K -$16.5K -200 -6%
VIP
2521
Vista Investment Partners
Oklahoma
$311K – – –
GIA
2522
GHP Investment Advisors
Colorado
$310K -$9.05K -110 -3%
SC
2523
Solstein Capital
California
$310K – – –
GSIS
2524
Global Strategic Investment Solutions
Arizona
$310K -$70.8K -860 -20%
AWM
2525
Activest Wealth Management
Florida
$310K -$60.1K -730 -17%
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