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Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2251
T3 Companies
New York
$543K +$670K +7,609 New
SIAP
2252
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$542K -$16.7K -190 -2%
SAM
2253
Seelaus Asset Management
New Jersey
$542K +$97.1K +1,103 +17%
SIAG
2254
Safeguard Investment Advisory Group
California
$542K +$66.8K +758 +11%
PA
2255
PFG Advisors
Arizona
$542K -$173K -1,963 -21%
PAS
2256
PKS Advisory Services
New York
$541K +$130K +1,472 +24%
GCA
2257
Gradient Capital Advisors
California
$541K +$76.7K +871 +13%
OWA
2258
Outlook Wealth Advisors
Texas
$540K +$1.32K +15 +0.2%
FG
2259
Foster Group
Iowa
$540K -$15.4K -175 -2%
TWM
2260
Tripletail Wealth Management
Florida
$539K +$16.7K +190 +3%
MCA
2261
Martin Capital Advisors
Texas
$538K – – –
BB
2262
Busey Bank
Illinois
$536K +$46.2K +525 +8%
WEG
2263
World Equity Group
Illinois
$534K -$13.2K -150 -2%
CH
2264
Canton Hathaway
Rhode Island
$533K -$203K -2,300 -24%
OCWP
2265
Owl Creek Wealth Partners
Colorado
$532K -$23.9K -271 -4%
SWIM
2266
Smallwood Wealth Investment Management
New Jersey
$531K -$6.17K -70 -0.9%
NCM
2267
New Capital Management
Texas
$531K +$5.28K +60 +0.8%
TIAM2
2268
Tru Independence Asset Management 2
Oregon
$531K +$391K +4,443 +148%
ICP
2269
Impact Capital Partners
Colorado
$531K -$322K -3,657 -33%
ASG
2270
Ariston Services Group
California
$531K +$655K +7,434 New
JF
2271
JSF Financial
California
$531K +$85.4K +970 +15%
FZCM
2272
Flynn Zito Capital Management
New York
$530K -$75.7K -860 -10%
NGA
2273
Naples Global Advisors
Florida
$530K +$50.4K +572 +8%
BWG
2274
Beta Wealth Group
California
$528K +$52.8K +600 +9%
SEIA
2275
Signature Estate & Investment Advisors
California
$528K +$91.2K +1,036 +16%
89 90
91
92 93