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Name Holding Trade Value Shares
Change 		Change in
Stake
D
1551
Diversified
Delaware
$380K -$51.8K -661 -13%
DE
1552
Diversified Enterprises
Delaware
$380K +$337K +4,301 New
HPM
1553
Hoxton Planning & Management
West Virginia
$380K +$2.27K +29 +0.7%
MSFS
1554
Main Street Financial Solutions
Pennsylvania
$380K -$155K -1,973 -31%
UAML
1555
US Asset Management LLC
Pennsylvania
$378K – – –
CM
1556
Crestline Management
Texas
$376K +$334K +4,259 New
NL
1557
NKCFO LLC
Illinois
$376K – – –
DWM
1558
Defined Wealth Management
Oregon
$376K +$5.41K +69 +2%
GL
1559
Graypoint LLC
New York
$375K -$344K -4,384 -51%
BAM
1560
Belpointe Asset Management
Nevada
$375K +$20.3K +259 +7%
EC
1561
EntryPoint Capital
New York
$374K +$33.6K +428 +11%
BW
1562
BIP Wealth
Georgia
$372K -$14.2K -181 -4%
AIA
1563
Angeles Investment Advisors
California
$372K -$941 -12 -0.3%
SAM
1564
Secure Asset Management
Michigan
$372K +$5.96K +76 +2%
AFG
1565
Albion Financial Group
Utah
$370K -$70.1K -894 -18%
NCM
1566
Northwest Capital Management
Oregon
$368K -$51.1K -651 -14%
ISL
1567
Ingalls & Snyder LLC
New York
$367K +$94.9K +1,210 +41%
GBT
1568
Grove Bank & Trust
Florida
$367K -$1.21M -15,417 -79%
WPC
1569
Wedmont Private Capital
Pennsylvania
$366K -$122K -1,556 -26%
CFO
1570
Callan Family Office
Pennsylvania
$365K +$324K +4,132 New
VBA
1571
von Borstel & Associates
Oregon
$365K +$322K +4,112 New
BCG
1572
Breakwater Capital Group
New Jersey
$365K -$18K -230 -5%
EFS
1573
Essex Financial Services
Connecticut
$364K -$211K -2,696 -38%
IFS
1574
Intelligent Financial Strategies
Minnesota
$364K -$82.3K -1,049 -20%
FFWM
1575
Future Financial Wealth Management
Ohio
$364K +$32.9K +420 +11%
61 62
63
64 65