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Name Holding Trade Value Shares
Change 		Change in
Stake
EWS
2551
Evergreen Wealth Solutions
Pennsylvania
$265K +$8.22K +32 +3%
IPW
2552
Impact Partnership Wealth
Georgia
$264K +$43.9K +171 +19%
FCIM
2553
Fairview Capital Investment Management
California
$264K +$1.03K +4 +0.4%
RCM
2554
Raleigh Capital Management
North Carolina
$264K +$6.17K +24 +2%
SFP
2555
Sandbox Financial Partners
Maryland
$263K +$42.1K +164 +18%
PTC
2556
Philadelphia Trust Company
Pennsylvania
$263K – – –
FC
2557
FCA Corp
Texas
$263K – – –
AWM
2558
Aries Wealth Management
Maine
$262K +$27K +105 +11%
VDI
2559
Vaughan David Investments
Illinois
$262K +$52.1K +203 +24%
BBP
2560
Banco BTG Pactual
Brazil
$262K +$269K +1,046 New
SL
2561
Summitry LLC
California
$261K -$6.42K -25 -2%
MAM
2562
Martingale Asset Management
Massachusetts
$261K +$71.4K +278 +36%
SPC
2563
Stewart & Patten Company
California
$261K – – –
IW
2564
Instrumental Wealth
Florida
$261K +$39.6K +154 +18%
MAM
2565
MMA Asset Management
Pennsylvania
$260K – – –
HNW
2566
High Note Wealth
Minnesota
$259K +$13.6K +53 +5%
WKWM
2567
Walter & Keenan Wealth Management
Indiana
$259K +$31.6K +123 +13%
HFM
2568
Hartford Financial Management
Connecticut
$258K – – –
PG
2569
Prostatis Group
Maryland
$258K +$59.6K +232 +29%
CPW
2570
Catalyst Private Wealth
California
$257K -$1.03K -4 -0.4%
PWS
2571
Private Wealth Strategies
Ohio
$257K +$7.71K +30 +3%
SL
2572
Salomon & Ludwin
Virginia
$257K +$264K +1,026 New
NF
2573
Nikulski Financial
Iowa
$256K +$30.1K +117 +13%
CCA
2574
Cora Capital Advisors
New Jersey
$256K +$31.9K +124 +14%
CFA
2575
Cahill Financial Advisors
Minnesota
$255K -$16.2K -63 -6%
101 102
103
104 105