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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1326
Seed Wealth Management
Illinois
$317K – – –
CIAM
1327
Caitong International Asset Management
Hong Kong
$317K +$337K +4,323 +804%
SP
1328
Successful Portfolios
Florida
$317K -$3.12K -40 -0.8%
HC
1329
Hara Capital
Washington
$316K – – –
BC
1330
Bayforest Capital
United Kingdom
$315K +$248K +3,184 +194%
SAM
1331
Sompo Asset Management
Japan
$314K -$34.3K -440 -8%
BDFN
1332
Bond & Devick Financial Network
Minnesota
$313K +$44.1K +566 +13%
ATS
1333
Ashton Thomas Securities
New York
$313K -$25.8K -331 -6%
JCM
1334
Jacobi Capital Management
Pennsylvania
$313K -$77.7K -998 -17%
IRC
1335
Investors Research Corp
Georgia
$311K +$7.79K +100 +2%
PIM
1336
Penobscot Investment Management
Massachusetts
$310K -$22.8K -293 -6%
QL
1337
Quarry LP
New York
$310K +$323K +4,150 +689%
PCM
1338
Prelude Capital Management
New York
$308K -$47.4K -609 -11%
PFW
1339
Petros Family Wealth
Minnesota
$308K +$367K +4,716 New
CC
1340
Callan Capital
California
$306K -$12.8K -164 -3%
CH
1341
Canton Hathaway
Rhode Island
$306K – – –
FB
1342
Fulton Bank
Pennsylvania
$306K -$177K -2,274 -33%
BFA
1343
Beaumont Financial Advisors
Massachusetts
$305K -$13.4K -172 -4%
EFS
1344
Essex Financial Services
Connecticut
$304K -$38.6K -495 -10%
ACL
1345
Applied Capital LLC
Florida
$300K -$2.34K -30 -0.6%
GCA
1346
Gallagher Capital Advisors
Texas
$298K -$23.8K -305 -6%
PWA
1347
Phoenix Wealth Advisors
North Carolina
$298K +$13.9K +179 +4%
BWP
1348
Barlow Wealth Partners
Kentucky
$297K -$12.4M -159,452 -97%
TWM
1349
Tanager Wealth Management
United Kingdom
$297K -$172K -2,212 -33%
DFA
1350
Davies Financial Advisors
California
$296K – – –
52 53
54
55 56