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Name Holding Trade Value Shares
Change 		Change in
Stake
WHC
3076
Wulff, Hansen & Co
California
$327K – – –
EIP
3077
Ellis Investment Partners
Pennsylvania
$327K +$12.7K +42 +4%
CB
3078
Community Bank
New York
$327K – – –
MWM
3079
MBE Wealth Management
Wisconsin
$327K +$310K +1,029 New
DPW
3080
DiNuzzo Private Wealth
Pennsylvania
$326K +$45.8K +152 +17%
HW
3081
Hamilton Wealth
California
$326K -$18.1K -60 -6%
EWS
3082
Evergreen Wealth Solutions
Pennsylvania
$326K -$5.42K -18 -2%
FA
3083
FF Advisors
California
$326K +$25.3K +84 +9%
EC
3084
EntryPoint Capital
New York
$325K -$83.5K -277 -21%
SAS
3085
Stelac Advisory Services
New York
$325K -$1.21K -4 -0.4%
FCCM
3086
First City Capital Management
Georgia
$325K +$308K +1,023 New
GG
3087
GenWealth Group
New Jersey
$325K – – –
GRA
3088
Golden Road Advisors
Florida
$324K +$19K +63 +7%
RW
3089
Rockport Wealth
Ohio
$324K +$307K +1,019 New
NPT
3090
Nixon Peabody Trust
Massachusetts
$323K +$44K +146 +17%
CCM
3091
Consolidated Capital Management
California
$323K +$306K +1,017 New
CIA
3092
Cape Investment Advisory
Georgia
$323K +$4.52K +15 +1%
FI
3093
FWG Investments
Kentucky
$323K +$306K +1,015 New
CC
3094
Courier Capital
New York
$322K – – –
LC
3095
Lavaca Capital
Texas
$322K +$30.1K +100 +11%
CASB
3096
Cape Ann Savings Bank
Massachusetts
$322K -$120K -397 -28%
HFRG
3097
Houlihan Financial Resource Group
Virginia
$322K – – –
PWS
3098
Precision Wealth Strategies
Missouri
$322K +$305K +1,013 New
EWM
3099
Edge Wealth Management
New York
$322K -$21.1K -70 -6%
PWH
3100
Priebe Wealth Holdings
Minnesota
$320K -$29.5K -98 -9%
122 123
124
125 126