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Name Holding Trade Value Shares
Change 		Change in
Stake
TCWA
2401
Ten Capital Wealth Advisors
Washington
$207K +$7.37K +27 +3%
CWC
2402
Carolinas Wealth Consulting
North Carolina
$206K -$934K -3,423 -79%
MLIC
2403
Mandatum Life Insurance Company
Finland
$206K -$360K -1,320 -59%
RIM
2404
Reynolds Investment Management
South Carolina
$206K – – –
IWA
2405
IVC Wealth Advisors
Pennsylvania
$206K +$38.5K +141 +18%
KNW
2406
Kesler Norman & Wride
Utah
$206K +$38.5K +141 +18%
BB
2407
Bell Bank
North Dakota
$206K +$251K +918 New
SEC
2408
Seven Eight Capital
New York
$206K +$251K +918 New
SCA
2409
Sage Capital Advisors
South Dakota
$205K – – –
UIA
2410
Ulland Investment Advisors
Minnesota
$205K – – –
5SA
2411
5th Street Advisors
Connecticut
$205K +$8.19K +30 +3%
WLPWM
2412
Walled Lake Planning & Wealth Management
Illinois
$205K +$8.19K +30 +3%
PGIM
2413
Pacific Global Investment Management
California
$204K +$11.5K +42 +5%
TCM
2414
Tufton Capital Management
Maryland
$203K – – –
VBCG
2415
Valley Brook Capital Group
Pennsylvania
$203K +$1.64K +6 +0.7%
FWP
2416
Firethorn Wealth Partners
Georgia
$203K +$187K +684 New
AGM
2417
Alpine Global Management
New York
$202K +$246K +900 New
ACM
2418
Aquatic Capital Management
Illinois
$202K +$246K +900 New
HJMC
2419
Hellman Jordan Management Company
Massachusetts
$202K +$246K +900 New
II
2420
Ibex Investors
Colorado
$202K +$246K +900 New
MCA
2421
Millennium Capital Advisors
Arkansas
$201K +$24.6K +90 +11%
AWM
2422
Aevitas Wealth Management
Massachusetts
$201K -$12.3K -45 -5%
GWM
2423
Greenwich Wealth Management
Connecticut
$201K +$4.09K +15 +2%
CAC
2424
Core Alternative Capital
Georgia
$201K +$34.4K +126 +16%
EAM
2425
Empirical Asset Management
Massachusetts
$201K +$245K +897 New
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97
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