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Name Holding Trade Value Shares
Change 		Change in
Stake
FGA
901
Fortis Group Advisors
New Jersey
$265K – – –
MIM
902
Merrion Investment Management
New Jersey
$265K – – –
DC
903
Dahring Cusmano
Michigan
$265K +$282K +5,000 New
RDWM
904
Red Door Wealth Management
Tennessee
$265K +$36.5K +646 +15%
PWP
905
Precedent Wealth Partners
Texas
$260K -$47K -832 -14%
LFP
906
Lakeshore Financial Planning
Michigan
$255K +$271K +4,805 New
PVI
907
Pine Valley Investments
New Jersey
$254K -$5.31K -94 -2%
CI
908
CX Institutional
Indiana
$254K +$25K +442 +10%
HI
909
Harbour Investments
Wisconsin
$253K -$1.36K -24 -0.5%
MWP
910
Madison Wealth Partners
Wisconsin
$252K +$169 +3 +0.1%
CIA
911
Choate Investment Advisors
Massachusetts
$252K -$5.65K -100 -2%
QCG
912
Quadrant Capital Group
Ohio
$251K -$734 -13 -0.3%
CWM
913
Cornerstone Wealth Management
Missouri
$249K -$226 -4 -0.1%
FCBT
914
First Citizens Bank & Trust
North Carolina
$249K -$68.9K -1,220 -21%
FTUS
915
Flow Traders U.S.
New York
$248K +$264K +4,670 New
EWM
916
EPG Wealth Management
Georgia
$248K – – –
PPWP
917
Premier Path Wealth Partners
New Jersey
$246K +$3.39K +60 +1%
SEIA
918
Signature Estate & Investment Advisors
California
$246K +$1.7K +30 +0.7%
YIA
919
YHB Investment Advisors
Connecticut
$245K -$8.47K -150 -3%
TBA
920
Tower Bridge Advisors
Pennsylvania
$245K – – –
VIPI
921
Vista Investment Partners II
Indiana
$245K +$261K +4,615 New
NW
922
NewEdge Wealth
Pennsylvania
$244K -$5.37K -95 -2%
QWP
923
Quotient Wealth Partners
Texas
$242K +$21.5K +380 +9%
AA
924
Advisory Alpha
Michigan
$241K +$257K +4,543 New
CI
925
Conning Inc
Connecticut
$241K +$257K +4,540 New
35 36
37
38 39