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Name Holding Trade Value Shares
Change 		Change in
Stake
VIS
2801
Vega Investment Solutions
France
$217K +$200K +2,430 New
MEG
2802
Millstone Evans Group
Colorado
$216K +$199K +2,420 New
RYIA
2803
Roehl & Yi Investment Advisors
Oregon
$216K +$199K +2,420 New
BWAM
2804
Boyd Watterson Asset Management
Ohio
$214K – – –
NA
2805
Nordwand Advisors
Pennsylvania
$214K – – –
ESBC
2806
E.S. Barr & Co
Kentucky
$214K +$198K +2,400 New
FFWA
2807
FRG Family Wealth Advisors
Washington
$214K +$198K +2,400 New
MF
2808
Manchester Financial
California
$213K +$197K +2,390 New
ACA
2809
Aspire Capital Advisors
Washington
$213K +$197K +2,390 New
CCB
2810
Cutter & Co Brokerage
Missouri
$212K +$196K +2,380 New
EMC
2811
Everest Management Corp
California
$212K +$196K +2,380 New
TCM
2812
Towercrest Capital Management
Pennsylvania
$212K +$196K +2,380 New
GFG
2813
Greystone Financial Group
Michigan
$211K +$195K +2,370 New
PWS
2814
Proactive Wealth Strategies
Georgia
$211K +$195K +2,370 New
FAT
2815
First American Trust
California
$210K +$194K +2,360 New
HWMC
2816
Heritage Wealth Management (California)
California
$210K +$194K +2,360 New
PA
2817
Promethium Advisors
Maryland
$209K -$77.4K -940 -29%
DCP
2818
DSM Capital Partners
Florida
$209K +$14K +170 +8%
LLWM
2819
Life Line Wealth Management
California
$209K +$193K +2,350 New
WWM
2820
Wiser Wealth Management
Georgia
$209K +$193K +2,350 New
FWM
2821
FFT Wealth Management
Pennsylvania
$209K +$193K +2,350 New
SC
2822
SouthState Corp
Florida
$209K +$1.65K +20 +0.9%
PHAM
2823
Palisades Hudson Asset Management
Florida
$208K +$192K +2,330 New
BP
2824
BBR Partners
New York
$208K +$192K +2,330 New
WCM
2825
Warburton Capital Management
Oklahoma
$207K +$192K +2,330 New
111 112
113
114 115