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Name Holding Trade Value Shares
Change 		Change in
Stake
SAMT
1901
Select Asset Management & Trust
Pennsylvania
$276K – – –
FGI
1902
Foresight Global Investors
New York
$276K – – –
ZI
1903
ZEGA Investments
Florida
$275K -$4.77K -65 -2%
BRWM
1904
Blue Rock Wealth Management
North Carolina
$274K -$130K -1,775 -32%
WWM
1905
Wolff Wiese Magana
California
$274K +$10.9K +149 +4%
TSW
1906
Three Seasons Wealth
Utah
$274K -$79.3K -1,081 -22%
RIA
1907
Realta Investment Advisors
Delaware
$273K -$33.5K -457 -11%
SIS
1908
Sound Income Strategies
Florida
$271K +$73.9K +1,008 +37%
TWM
1909
TriaGen Wealth Management
California
$269K +$64.5K +880 +31%
MWM
1910
Marion Wealth Management
Pennsylvania
$269K +$46.8K +638 +21%
SAM
1911
Sagewood Asset Management
New York
$269K -$59.8K -816 -18%
TC
1912
TFR Capital
Texas
$268K -$2.64K -36 -1%
LL
1913
LPWM LLC
Minnesota
$268K +$272K +3,711 New
MWM
1914
Mindset Wealth Management
Indiana
$267K -$587 -8 -0.2%
I
1915
InceptionR
California
$267K +$271K +3,702 New
WCM
1916
Winthrop Capital Management
Indiana
$267K -$147 -2 -0.1%
RFG
1917
Range Financial Group
Oregon
$266K +$5.72K +78 +2%
CFO
1918
CVA Family Office
Colorado
$266K +$6.6K +90 +3%
TA
1919
TFB Advisors
Kansas
$266K +$24.3K +332 +10%
NRI
1920
NFP Retirement Inc
California
$265K -$440 -6 -0.2%
EWM
1921
Edge Wealth Management
New York
$265K +$3.67K +50 +1%
KCM
1922
Kennicott Capital Management
California
$265K – – –
GPA
1923
Garrison Point Advisors
California
$265K – – –
FG
1924
Foster Group
Iowa
$264K +$3.81K +52 +1%
CCA
1925
Corps Capital Advisors
Texas
$264K +$268K +3,656 New
75 76
77
78 79