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Name Holding Trade Value Shares
Change 		Change in
Stake
TI
3251
tru Independence
Oregon
$264K +$6.63K +22 +3%
CW
3252
Code Waechter
Florida
$264K +$8.44K +28 +3%
BDF
3253
Black Diamond Financial
Maryland
$264K -$80.4K -267 -24%
LFS
3254
Littlejohn Financial Services
Oregon
$263K -$1.02M -3,391 -80%
PGAM
3255
Princeton Global Asset Management
New Jersey
$263K +$67.8K +225 +37%
RAS
3256
RPS Advisory Solutions
Kentucky
$263K +$249K +827 New
UCB
3257
United Community Bank
South Carolina
$262K -$3.31K -11 -1%
MCFP
3258
Mallini Complete Financial Planning
Florida
$262K – – –
PC
3259
Pecaut & Co
Iowa
$262K – – –
BI
3260
Binnacle Investments
Iowa
$262K +$16K +53 +7%
AWM
3261
Alterna Wealth Management
Texas
$262K +$249K +825 New
GIP
3262
Granite Investment Partners
California
$262K – – –
RF
3263
Robbins Farley
New Hampshire
$262K – – –
PWC
3264
PYA Waltman Capital
Tennessee
$262K +$248K +824 New
AWP
3265
Astra Wealth Partners
New Jersey
$261K +$248K +823 New
EPW
3266
Endeavor Private Wealth
Kansas
$261K -$15.1K -50 -6%
AWM
3267
Altus Wealth Management
Kentucky
$261K -$31.3K -104 -11%
AIFAIM
3268
American Institute for Advanced Investment Management
Arizona
$260K +$247K +820 New
GCM
3269
Gallacher Capital Management
Colorado
$260K +$247K +820 New
WCM
3270
Warburton Capital Management
Oklahoma
$259K -$15.7K -52 -6%
GHA
3271
Granite Harbor Advisors
Texas
$258K – – –
AIA
3272
Alternative Investment Advisors
Florida
$258K +$245K +813 New
HC
3273
Hurley Capital
New York
$258K +$15.4K +51 +7%
OPCM
3274
Osborne Partners Capital Management
California
$257K -$271K -901 -53%
MS
3275
Marshall & Sullivan
Washington
$257K +$244K +810 New
129 130
131
132 133