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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
3376
Arcataur Capital Management
Wisconsin
$451K – – –
BHC
3377
Bowen Hanes & Co
Florida
$450K – – –
BMO
3378
Beck Mack & Oliver
New York
$450K -$17.7K -40 -4%
S
3379
Systrade
Liechtenstein
$450K +$443K +1,000 New
UAM
3380
UAS Asset Management
New York
$450K +$443K +1,000 New
SA
3381
SJBenen ADVISORY
North Carolina
$450K +$3.59M +8,100 New
CC
3382
Cypress Capital
Tennessee
$449K +$7.54K +17 +2%
AWA
3383
Amplius Wealth Advisors
Pennsylvania
$449K +$15.5K +35 +4%
HFRG
3384
Houlihan Financial Resource Group
Virginia
$449K +$22.2K +50 +5%
SHF
3385
Stage Harbor Financial
Massachusetts
$448K -$53.2K -120 -11%
LAM
3386
LECAP Asset Management
United Kingdom
$447K +$441K +995 New
HC
3387
Hurley Capital
New York
$447K +$73.1K +165 +20%
GOCP
3388
Great Oak Capital Partners
Massachusetts
$446K – – –
KA
3389
Kooman & Associates
Pennsylvania
$446K -$50.5K -114 -10%
CWL
3390
Causey Wealth LLC
Colorado
$446K +$163K +367 +59%
BWM
3391
BigSur Wealth Management
Florida
$446K – – –
PW
3392
PUREfi Wealth
Massachusetts
$446K +$7.09K +16 +2%
BI
3393
Ballast Inc
Kentucky
$446K +$37.2K +84 +9%
EA
3394
Emerald Advisors
Washington
$445K +$42.1K +95 +11%
PCM
3395
Palisade Capital Management
New Jersey
$443K +$59.8K +135 +16%
ECML
3396
Eagle Capital Management (Louisiana)
Louisiana
$443K – – –
AA
3397
Addison Advisors
Vermont
$443K +$14.6K +33 +3%
EWM
3398
Edge Wealth Management
New York
$443K -$11.1K -25 -2%
PS
3399
Planned Solutions
California
$441K +$5.76K +13 +1%
SAMC
3400
Spectrum Asset Management (California)
California
$440K – – –
134 135
136
137 138