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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2201
Pegasus Partners
Wisconsin
$389K +$22.4K +128 +7%
EW
2202
Enzi Wealth
Texas
$389K +$6.12K +35 +2%
DWG
2203
Darden Wealth Group
Michigan
$389K -$435K -2,490 -56%
WWM
2204
Wolff Wiese Magana
California
$388K +$2.97K +17 +0.9%
FG
2205
Fairman Group
Pennsylvania
$387K – – –
JLBC
2206
J.L. Bainbridge & Co
Florida
$387K +$874 +5 +0.3%
GWM
2207
Gibbs Wealth Management
Georgia
$387K +$342K +1,955 New
FFL
2208
Future Fund LLC
Illinois
$387K -$62.9K -360 -16%
MBI
2209
May Barnhard Investments
Maryland
$386K – – –
MWA
2210
Muirfield Wealth Advisors
North Carolina
$385K +$12.6K +72 +4%
SWA
2211
Sax Wealth Advisors
New Jersey
$385K -$7.51K -43 -2%
AGC
2212
Aspen Grove Capital
Colorado
$385K +$79.9K +457 +31%
SWP
2213
Summit Wealth Partners
Florida
$384K -$24.8K -142 -7%
EP
2214
EPIQ Partners
Minnesota
$384K +$350 +2 +0.1%
VCP
2215
Vista Capital Partners
Oregon
$383K -$51.7K -296 -13%
CB
2216
Cadence Bank
Mississippi
$383K -$10.7K -61 -3%
CP
2217
Castleview Partners
Texas
$382K -$11.9K -68 -3%
DSC
2218
Duncker Streett & Co
Missouri
$381K -$64.1K -367 -16%
PMSA
2219
Patrick M. Sweeney & Associates
Illinois
$381K +$24.5K +140 +8%
CA
2220
Centerpoint Advisors
Massachusetts
$381K +$97K +555 +41%
ACM
2221
Arcataur Capital Management
Wisconsin
$380K -$874 -5 -0.3%
NPFS
2222
Novak & Powell Financial Services
Florida
$380K -$44.9K -257 -12%
2L
2223
25 LLC
Missouri
$378K -$5.24K -30 -2%
CCM
2224
Condor Capital Management
New Jersey
$377K -$16.1K -92 -5%
BAM
2225
BOCHK Asset Management
Hong Kong
$376K +$332K +1,900 New
87 88
89
90 91