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Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
1776
Founders Financial Securities
Maryland
$254K +$25.1K +130 +11%
SIG
1777
Spinnaker Investment Group
California
$254K +$9.64K +50 +3%
SAM
1778
SP Asset Management
California
$252K +$4.82K +25 +2%
AFT
1779
Alpha Family Trust
California
$251K – – –
SFS
1780
Sharp Financial Services
Pennsylvania
$251K +$14.5K +75 +5%
PFA
1781
Pathway Financial Advisors
Vermont
$249K – – –
SIG
1782
Sargent Investment Group
Maryland
$248K +$17.3K +90 +6%
GPW
1783
Genesis Private Wealth
Virginia
$248K -$44.3K -230 -13%
FMWA
1784
Forvis Mazars Wealth Advisors
Missouri
$248K +$81.9K +425 +38%
BWM
1785
BlackDiamond Wealth Management
New York
$247K +$18.3K +95 +8%
BPC
1786
Bearing Point Capital
Minnesota
$247K – – –
BBW
1787
Blue Barn Wealth
Utah
$245K -$164K -850 -36%
HP
1788
Holistic Planning
Texas
$244K -$964 -5 -0.3%
LRWM
1789
Lord & Richards Wealth Management
Colorado
$244K +$296K +1,535 New
GWM
1790
GK Wealth Management
Nevada
$244K -$267K -1,385 -48%
KA
1791
Kercheville Advisors
Texas
$243K -$38.5K -200 -12%
BFA
1792
Benedict Financial Advisors
Georgia
$243K – – –
VIS
1793
Vega Investment Solutions
France
$242K +$284K +1,475 New
PCP
1794
Panoramic Capital Partners
Oregon
$242K +$53K +275 +20%
HCM
1795
Hengehold Capital Management
Ohio
$241K – – –
CAM
1796
Cozad Asset Management
Illinois
$240K – – –
AWM
1797
Alterna Wealth Management
Texas
$240K +$98.3K +510 +51%
TNA
1798
True North Advisors
Texas
$240K – – –
ALC
1799
Alexander Labrunerie & Co
Missouri
$240K +$12.5K +65 +5%
JWBC
1800
John W. Brooker & Co
California
$239K – – –
70 71
72
73 74