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Name Holding Trade Value Shares
Change 		Change in
Stake
GPFA
2576
Game Plan Financial Advisors
Ohio
$351K -$207K -2,345 -32%
GCM
2577
Gallacher Capital Management
Colorado
$351K -$639K -7,252 -60%
MWM
2578
Maripau Wealth Management
Indiana
$351K +$34.3K +389 +9%
LI
2579
Lafayette Investments
Maryland
$351K +$49.2K +559 +13%
SPC
2580
Spirepoint Private Client
Florida
$351K -$13.1K -149 -3%
ADBIC
2581
A.D. Beadell Investment Counsel
Wisconsin
$350K – – –
UWPG
2582
Ullmann Wealth Partners Group
Florida
$350K +$34K +386 +9%
CC
2583
Commons Capital
Massachusetts
$349K +$13.6K +154 +3%
DIM
2584
Delta Investment Management
California
$349K +$126K +1,431 +41%
MSWM
2585
McGlone Suttner Wealth Management
Wisconsin
$348K -$106K -1,207 -20%
UIM
2586
Unified Investment Management
Georgia
$348K -$59.9K -680 -12%
WA
2587
WPG Advisers
Maryland
$348K -$48.2K -547 -10%
MCM
2588
Morton Capital Management
California
$348K +$8.81K +100 +2%
GCM
2589
Gambit Capital Management
Tennessee
$346K +$28.8K +327 +7%
CFFP
2590
Center for Financial Planning
Michigan
$346K -$61.6K -700 -13%
WIC
2591
Woodmont Investment Counsel
Tennessee
$346K +$28.3K +321 +7%
OFS
2592
OneAscent Financial Services
Alabama
$346K -$81.8K -929 -16%
SCS
2593
Sound Capital Solutions
Florida
$346K +$426K +4,839 New
SPI
2594
Sutton Place Investors
New York
$345K -$44.4K -504 -9%
TCM
2595
Triumph Capital Management
Colorado
$345K +$75.8K +861 +22%
PA
2596
ProCore Advisors
California
$345K +$60.2K +684 +16%
LAS
2597
LWM Advisory Services
Florida
$345K -$60.1K -682 -12%
HFS
2598
Horizon Financial Services
North Carolina
$345K +$262K +2,975 +161%
PCS
2599
Private Client Services
Kentucky
$344K +$76.8K +872 +22%
FGWP
2600
Founders Grove Wealth Partners
Virginia
$343K -$23.6K -268 -5%
102 103
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