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Name Holding Trade Value Shares
Change 		Change in
Stake
SN
2526
Sittner & Nelson
Oregon
$345K – – –
TCM
2527
Triumph Capital Management
Colorado
$345K +$81.8K +860 +30%
EPW
2528
Endeavor Private Wealth
Kansas
$345K +$352K +3,700 New
AF
2529
Affiance Financial
Minnesota
$344K -$20K -210 -5%
MWM
2530
MinichMacGregor Wealth Management
New York
$343K -$6.66K -70 -2%
PCWA
2531
Pacific Capital Wealth Advisors
California
$343K +$21.9K +230 +7%
CWMS
2532
Cannon Wealth Management Services
North Carolina
$343K -$3.8K -40 -1%
SFP
2533
Sandbox Financial Partners
Maryland
$342K +$26.6K +280 +8%
CP
2534
Castleview Partners
Texas
$341K -$324K -3,410 -48%
MIFH
2535
Migdal Insurance & Financial Holdings
Israel
$340K +$344K +3,620 +12,067%
HCWM
2536
Hidden Cove Wealth Management
Washington
$339K -$61.8K -650 -15%
WCP
2537
Wick Capital Partners
Pennsylvania
$339K – – –
ES
2538
Eagle Strategies
New York
$339K -$11.4K -120 -3%
ALA
2539
Atlas Legacy Advisors
California
$339K -$113K -1,190 -25%
KWM
2540
Kingsman Wealth Management
Florida
$339K +$345K +3,630 New
MCM
2541
M1 Capital Management
Michigan
$338K +$2.85K +30 +0.8%
CPA
2542
Capital Planning Advisors
California
$337K +$2.85K +30 +0.8%
CPSAC
2543
Chas P. Smith & Associates (CPS)
Florida
$337K +$2.85K +30 +0.8%
RA
2544
Rise Advisors
New York
$337K +$22.8K +240 +7%
PFT
2545
Providence First Trust
Arizona
$337K +$110K +1,160 +47%
UFA
2546
Uptown Financial Advisors
Texas
$336K – – –
AIA
2547
AssuredPartners Investment Advisors
Florida
$336K +$12.4K +130 +4%
WGCA
2548
Wolf Group Capital Advisors
Virginia
$336K +$342K +3,600 New
PFM
2549
Phillips Financial Management
Indiana
$334K +$25.7K +270 +8%
MTIM
2550
Marathon Trading Investment Management
Pennsylvania
$334K +$340K +3,580 New
100 101
102
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