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Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
2726
FLC Capital Advisors
California
$539K -$15.6K -70 -3%
PGH
2727
Partners Group Holding
Switzerland
$536K – – –
PWM
2728
Paulson Wealth Management
Illinois
$536K +$21.1K +95 +4%
PCFFS
2729
Pacific Center for Financial Services
California
$535K +$528K +2,371 New
TC
2730
TAGStone Capital
North Carolina
$533K +$1.11K +5 +0.2%
GP
2731
Geneva Partners
Wisconsin
$531K -$4.45K -20 -0.8%
CAMV
2732
Concord Asset Management (Virginia)
Virginia
$530K +$523K +2,351 New
CC
2733
Corton Capital
Ontario, Canada
$530K +$4.01K +18 +0.8%
UL
2734
Unionview LLC
Washington
$530K -$20.7K -93 -4%
HC
2735
Hamilton Capital
Ohio
$529K -$35.2K -158 -6%
IF
2736
Integrity Financial
Wyoming
$528K +$247K +1,110 +90%
OFG
2737
Oxford Financial Group
Indiana
$528K +$97.3K +437 +23%
GCA
2738
Gradient Capital Advisors
California
$527K – – –
TCM
2739
Tandem Capital Management
New Jersey
$526K -$19.4K -87 -4%
TCM
2740
Towercrest Capital Management
Pennsylvania
$526K – – –
MAM
2741
McCarthy Asset Management
California
$525K – – –
AWM
2742
Aprio Wealth Management
Georgia
$525K +$37.4K +168 +8%
GA
2743
Goldstein Advisors
Wisconsin
$525K +$21.8K +98 +4%
EBA
2744
Eagle Bay Advisors
New York
$525K -$79.5K -357 -13%
LRIA
2745
Leonard Rickey Investment Advisors
Washington
$525K +$31.4K +141 +6%
PG
2746
Prostatis Group
Maryland
$524K +$11.4K +51 +2%
LPAM
2747
Lodestar Private Asset Management
California
$523K -$74.3K -334 -13%
CAL
2748
Capital Advisors Ltd
Ohio
$523K -$248K -1,116 -32%
AFG
2749
Allegheny Financial Group
Pennsylvania
$520K +$513K +2,307 New
FCM
2750
Family Capital Management
Michigan
$520K +$11.4K +51 +2%
108 109
110
111 112