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Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
3201
Fort Point Capital Partners
California
$5.65M +$1.11M +5,392 +24%
WCM
3202
Winebrenner Capital Management
Kentucky
$5.65M -$76.1K -370 -1%
TBWA
3203
Three Bridge Wealth Advisors
California
$5.64M +$109K +529 +2%
PIM
3204
Platinum Investment Management
Australia
$5.64M – – –
TCM
3205
TruNorth Capital Management
Michigan
$5.64M +$4.11K +20 +0.1%
TCM
3206
Telos Capital Management
California
$5.63M -$2.11M -10,270 -27%
AWM
3207
Ariadne Wealth Management
California
$5.63M -$944K -4,592 -14%
VAM
3208
Virtue Asset Management
Illinois
$5.61M -$769K -3,738 -12%
FAL
3209
Focused Alpha LLC
Colorado
$5.61M +$590K +2,872 +11%
GWS
3210
Greykasell Wealth Strategies
California
$5.61M +$201K +978 +4%
IWN
3211
Independent Wealth Network
Iowa
$5.6M +$350K +1,703 +6%
MAM
3212
Madison Asset Management
Wisconsin
$5.6M +$472K +2,298 +9%
ZWA
3213
Zinnia Wealth Advisory
Florida
$5.6M -$102K -495 -2%
PAM
3214
Peninsula Asset Management
Florida
$5.59M +$63.7K +310 +1%
BW
3215
BostonPremier Wealth
Massachusetts
$5.58M +$446K +2,169 +8%
SGFG
3216
Silver Grove Financial Group
New York
$5.57M +$78.3K +381 +1%
SC
3217
Sierra Capital
Florida
$5.57M -$47.7K -232 -0.8%
CPL
3218
Capital & Planning LLC
Georgia
$5.57M +$708K +3,444 +14%
MIM
3219
Marshall Investment Management
Colorado
$5.57M +$227K +1,103 +4%
XSC
3220
X-Square Capital
Puerto Rico
$5.57M +$10.5K +51 +0.2%
OFO
3221
OneAscent Family Office
Alabama
$5.57M +$1.79M +8,693 +45%
CCM
3222
Campbell Capital Management
Florida
$5.56M +$5.72M +27,800 New
AIC
3223
Argus Investors Counsel
New York
$5.56M -$139K -675 -2%
ACA
3224
Atlas Capital Advisors
Wyoming
$5.56M +$1.49M +7,243 +35%
DWM
3225
DecisionMap Wealth Management
Virginia
$5.55M +$412K +2,006 +8%
127 128
129
130 131