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Name Holding Trade Value Shares
Change 		Change in
Stake
FSBI
3076
Fearless Solutions (Best Invest)
Texas
$810K – – –
CNFG
3077
Creegan & Nassoura Financial Group
New Hampshire
$810K -$73.1K -216 -9%
GP
3078
Geneva Partners
Wisconsin
$809K -$1.01K -3 -0.1%
AWA
3079
Amplius Wealth Advisors
Pennsylvania
$809K +$33.2K +98 +4%
MAS
3080
MPWM Advisory Solutions
Georgia
$807K -$51.8K -153 -6%
CA
3081
Cannon Advisors
North Carolina
$806K +$779K +2,301 New
RW
3082
Rede Wealth
Virginia
$806K -$18.9K -56 -2%
GWA
3083
GGM Wealth Advisors
Maryland
$805K +$7.11K +21 +0.9%
FAG
3084
Fortitude Advisory Group
Washington
$804K -$87.3K -258 -10%
DWM
3085
Dogwood Wealth Management
Kansas
$803K +$729K +2,154 +1,572%
RP
3086
Rice Partnership
Hawaii
$802K -$15.2K -45 -2%
LPAM
3087
Lodestar Private Asset Management
California
$800K -$33.8K -100 -4%
GA
3088
Goldstein Advisors
Wisconsin
$799K -$42.6K -126 -5%
EA
3089
Emerald Advisers
Pennsylvania
$798K -$231K -684 -23%
AA
3090
AlphaQ Advisors
Florida
$797K -$5.08K -15 -0.7%
HC
3091
Hamilton Capital
Ohio
$797K +$44K +130 +6%
LWANC
3092
Laurel Wealth Advisors (North Carolina)
North Carolina
$796K +$2.37K +7 +0.3%
JFGLC
3093
Johnson Financial Group LLC (Colorado)
Colorado
$793K +$766K +2,263 New
FCIM
3094
Fairview Capital Investment Management
California
$790K – – –
RCM
3095
Raleigh Capital Management
North Carolina
$790K -$85.6K -253 -10%
KG
3096
Kilter Group
New York
$787K +$4.4K +13 +0.6%
PW
3097
Potentia Wealth
California
$787K – – –
EAM
3098
Evanson Asset Management
California
$785K -$31.8K -94 -4%
MJP
3099
Michael J. Puzo
$783K -$25.4K -75 -3%
CP
3100
Clarendon Private
Massachusetts
$783K +$11.2K +33 +1%
122 123
124
125 126