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Name Holding Trade Value Shares
Change 		Change in
Stake
NRG
2501
Nemes Rush Group
Michigan
$225K +$160K +6,000 +341%
CT
2502
Clearstead Trust
Maine
$225K – – –
PSIWM
2503
Paradigm Strategies in Wealth Management
Minnesota
$225K +$207K +7,748 New
CWA
2504
Consilio Wealth Advisors
Washington
$225K +$207K +7,748 New
AG
2505
Advocate Group
Minnesota
$225K +$207K +7,747 New
SPA
2506
Sentinel Pension Advisors
Massachusetts
$224K +$207K +7,738 New
BCM
2507
Bourgeon Capital Management
Connecticut
$224K +$207K +7,735 New
LWA
2508
Lineweaver Wealth Advisors
Ohio
$224K +$206K +7,726 New
CWM
2509
Centurion Wealth Management
Virginia
$224K -$16.9K -633 -8%
KCM
2510
Kendall Capital Management
Maryland
$224K +$206K +7,717 New
CWG
2511
Crown Wealth Group
North Carolina
$224K +$206K +7,713 New
FWWM
2512
Fiscal Wisdom Wealth Management
Connecticut
$224K +$206K +7,712 New
IWM
2513
IMG Wealth Management
Florida
$223K -$53.9K -2,018 -21%
NSB
2514
Norway Savings Bank
Maine
$223K -$19.4K -725 -9%
MCA
2515
McGuire Capital Advisors
Oklahoma
$223K -$120K -4,488 -37%
AF
2516
Atala Financial
California
$223K +$209K +7,828 New
PS
2517
Pinney & Scofield
Massachusetts
$222K – – –
AIA
2518
Armor Investment Advisors
North Carolina
$222K +$205K +7,660 New
SFM
2519
Signet Financial Management
New Jersey
$222K +$205K +7,659 New
PFW
2520
Petros Family Wealth
Minnesota
$222K +$205K +7,656 New
WFAG
2521
Wescott Financial Advisory Group
Pennsylvania
$222K +$204K +7,655 New
PWS
2522
Pursuit Wealth Strategies
North Carolina
$222K +$204K +7,648 New
AGC
2523
Aspen Grove Capital
Colorado
$221K +$204K +7,634 New
PF
2524
Prosperitas Financial
California
$221K -$17.3K -647 -8%
TNA
2525
True North Advisors
Texas
$221K +$204K +7,624 New
99 100
101
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