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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1701
Bienville Capital Management
New York
$535K – – –
MAWCM
1702
Mine & Arao Wealth Creation & Management
California
$535K – – –
NCP
1703
NexWave Capital Partners
New York
$535K – – –
CCMG
1704
Clark Capital Management Group
Pennsylvania
$534K -$13.4K -1,000 -2%
FMW
1705
Farr Miller & Washington
District of Columbia
$534K – – –
RP
1706
Rowlandmiller & Partners
Georgia
$531K -$13.4K -1,000 -2%
GS
1707
Gagnon Securities
New York
$529K -$47.1K -3,520 -8%
SFG
1708
Sowa Financial Group
Rhode Island
$527K +$64.3K +4,800 +13%
OTPPB
1709
Ontario Teachers' Pension Plan Board
Ontario, Canada
$525K -$3.46M -258,280 -87%
W
1710
Wealthquest
Ohio
$525K +$8.57K +640 +2%
PWMG
1711
Prestige Wealth Management Group
New Jersey
$525K +$137K +10,200 +34%
VCM
1712
Vivaldi Capital Management
Illinois
$524K +$271K +20,240 +102%
PHAM
1713
Palisades Hudson Asset Management
Florida
$523K – – –
CTFG
1714
Capstone Triton Financial Group
Oklahoma
$523K +$537K +40,080 New
CFSG
1715
Community Financial Services Group
Vermont
$522K – – –
PDM
1716
Penn Davis McFarland
Texas
$522K – – –
JF
1717
Jump Financial
Illinois
$522K +$69.6K +5,200 +15%
OWA
1718
Outlook Wealth Advisors
Texas
$519K -$77.7K -5,800 -13%
ITIM
1719
Indiana Trust & Investment Management
Indiana
$519K – – –
MF
1720
Magnetar Financial
Illinois
$519K +$532K +39,720 New
AAM
1721
Augustine Asset Management
Florida
$515K -$3.21K -240 -0.6%
DHFB
1722
Dixon Hubard Feinour & Brown
Virginia
$514K – – –
IAP
1723
Indie Asset Partners
Indiana
$514K +$171K +12,760 +48%
SFO
1724
Standard Family Office
South Dakota
$513K +$526K +39,320 New
VCA
1725
Verdence Capital Advisors
Maryland
$512K -$26.2K -1,960 -5%
67 68
69
70 71