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Name Holding Trade Value Shares
Change 		Change in
Stake
MLTEF
3176
Metatron Long Term Equity Fund
$823K +$771K +2,400 New
MP
3177
Moment Partners
California
$823K +$8.03K +25 +1%
BFS
3178
BridgePort Financial Solutions
Iowa
$822K -$15.7K -49 -2%
EC
3179
EntryPoint Capital
New York
$819K -$495K -1,541 -39%
GCM
3180
Gator Capital Management
Florida
$818K -$1.13M -3,506 -60%
SPW
3181
Sonoma Private Wealth
California
$818K -$110K -342 -13%
PB
3182
Prosperity Bancshares
Texas
$817K +$84.4K +263 +12%
SWM
3183
Sendero Wealth Management
Texas
$816K -$4.14M -12,894 -84%
PFM
3184
Phillips Financial Management
Indiana
$815K -$8.99K -28 -1%
FWP
3185
Flatrock Wealth Partners
California
$814K +$129K +401 +20%
IAS
3186
Investment Advisory Services
Texas
$813K -$59.1K -184 -7%
1CP
3187
1015 Capital Partners
Pennsylvania
$811K +$1.6K +5 +0.2%
VA
3188
Veratis Advisors
North Carolina
$810K +$806K +2,510 New
LCM
3189
LVM Capital Management
Michigan
$809K – – –
SOW
3190
State of Wyoming
Wyoming
$808K -$531K -1,654 -41%
FVWA
3191
Foster Victor Wealth Advisors
South Carolina
$805K -$76.4K -238 -10%
EPW
3192
Endeavor Private Wealth
Kansas
$804K +$157K +488 +26%
CPWA
3193
Cerro Pacific Wealth Advisors
California
$804K +$12.5K +39 +2%
SFGP
3194
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$803K +$19.6K +61 +3%
WG
3195
Warner Group
Connecticut
$803K +$337K +1,050 +81%
JJBC
3196
James J. Burns & Company
New York
$802K +$6.74K +21 +0.9%
PG
3197
Prostatis Group
Maryland
$799K -$363K -1,132 -33%
SCA
3198
Sage Capital Advisors
South Dakota
$798K +$4.17K +13 +0.6%
WWM
3199
Walser Wealth Management
Florida
$798K -$268K -834 -26%
SIP
3200
Snowwater Investment Partners
Connecticut
$797K +$60.4K +188 +9%
126 127
128
129 130