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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
3301
Fortis Advisors
Pennsylvania
$376K – – –
DLHL
3302
Donald L. Hagan LLC
Florida
$376K +$89.8K +332 +32%
JWM
3303
JFG Wealth Management
Colorado
$375K +$67.9K +251 +23%
MF
3304
Montis Financial
Massachusetts
$374K +$367K +1,359 New
PP
3305
PrairieView Partners
Minnesota
$373K – – –
PL
3306
Parthenon LLC
Kentucky
$372K +$145K +538 +66%
IGM
3307
Incline Global Management
New York
$370K -$7.37M -27,276 -95%
GJIA
3308
Glass Jacobson Investment Advisors
Maryland
$370K – – –
AIP
3309
Almanack Investment Partners
Pennsylvania
$369K -$4.6K -17 -1%
NWWA
3310
New Wave Wealth Advisors
Arkansas
$368K -$340K -1,256 -48%
HOWA
3311
Heritage Oak Wealth Advisors
Florida
$368K +$362K +1,340 New
BBNB
3312
Baker Boyer National Bank
Washington
$368K – – –
FC
3313
Financial Council
Maryland
$366K – – –
BBA
3314
Braun-Bostich & Associates
Pennsylvania
$365K -$61.6K -228 -15%
PFT
3315
Providence First Trust
Arizona
$365K +$14.9K +55 +4%
CL
3316
CIM LLC
New York
$365K – – –
KFC
3317
Klingenstein Fields & Co
New York
$364K – – –
DWS
3318
Discipline Wealth Solutions
South Carolina
$364K +$358K +1,323 New
GC
3319
Gibson Capital
Pennsylvania
$363K – – –
SFG
3320
Seamount Financial Group
Colorado
$363K +$2.7K +10 +0.8%
KAM
3321
KEB Asset Management
Illinois
$362K +$28.1K +104 +9%
FC
3322
Fusion Capital
South Carolina
$361K -$13.2K -49 -4%
KFA
3323
Kelleher Financial Advisors
New York
$360K – – –
NCM
3324
Next Capital Management
New York
$360K -$120K -444 -25%
FWM
3325
Finer Wealth Management
Massachusetts
$359K -$152K -563 -30%
131 132
133
134 135