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Name Holding Trade Value Shares
Change 		Change in
Stake
ABWM
2901
Alpine Bank Wealth Management
Colorado
$330K -$195K -2,214 -39%
SHF
2902
Stage Harbor Financial
Massachusetts
$330K +$48K +545 +19%
SLC
2903
Second Line Capital
Louisiana
$330K +$78K +885 +34%
VPWA
2904
Vestia Personal Wealth Advisors
Indiana
$329K +$19K +216 +7%
AWM
2905
Accel Wealth Management
Iowa
$329K +$63.1K +716 +26%
XF
2906
XML Financial
Maryland
$329K -$173K -1,961 -36%
SC
2907
SouthState Corp
Florida
$328K +$2.12K +24 +0.7%
PA
2908
PFW Advisors
Georgia
$328K -$12.3K -140 -4%
AWMG
2909
Alliance Wealth Management Group
New Jersey
$328K +$6.17K +70 +2%
SIC
2910
Sterling Investment Counsel
New York
$328K +$1.5K +17 +0.5%
BCM
2911
Becker Capital Management
Oregon
$327K -$12.3K -140 -4%
CFS
2912
Commonwealth Financial Services
West Virginia
$327K +$299K +3,396 New
KB
2913
Kimelman & Baird
New York
$326K +$8.37K +95 +3%
SWM
2914
Shrier Wealth Management
California
$326K +$104K +1,185 +54%
EAP
2915
Elevation Advisory Partners
Florida
$326K +$336K +3,810 New
WSCM
2916
Wellington Shields Capital Management
New York
$326K +$21K +238 +8%
RPGNY
2917
Retirement Planning Group (New York)
New York
$326K +$298K +3,387 New
BAM
2918
Bellevue Asset Management
Washington
$325K – – –
GRR
2919
Golden Reserve Retirement
Ohio
$325K +$5.64K +64 +2%
BIS
2920
BG Investment Services
Guam
$325K +$13.8K +157 +5%
PWA
2921
Physician Wealth Advisors
Utah
$323K +$52.3K +594 +21%
HWA
2922
Heritage Wealth Architects
Minnesota
$322K -$13.2K -150 -4%
CIP
2923
Convergence Investment Partners
Florida
$322K -$27.2K -309 -8%
MFA
2924
Morling Financial Advisors
California
$322K -$1.76K -20 -0.6%
DAM
2925
Delta Asset Management
Tennessee
$322K +$13.2K +150 +5%
115 116
117
118 119