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Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
3301
Evanson Asset Management
California
$606K -$7.72K -24 -1%
MMHP
3302
Murphy Middleton Hinkle & Parker
Georgia
$606K +$644K +2,004 New
PWM
3303
Peck Wealth Management
New York
$605K -$40.2K -125 -6%
CRA
3304
Clear Retirement Advice
California
$605K +$28.6K +89 +5%
WPW
3305
Warther Private Wealth
Ohio
$604K -$262K -815 -29%
BOA
3306
Birnam Oak Advisors
New York
$604K +$643K +2,000 New
JFG
3307
Juno Financial Group
Virginia
$604K +$965 +3 +0.2%
MUAMU
3308
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$604K -$1.61M -5,000 -71%
BWA
3309
BlueChip Wealth Advisors
Georgia
$603K -$12.9K -40 -2%
FPCP
3310
Fort Point Capital Partners
California
$602K +$69.5K +216 +12%
JDLA
3311
J. Derek Lewis & Associates
California
$601K -$150K -466 -19%
VAM
3312
Verity Asset Management
North Carolina
$601K -$85.9K -267 -12%
LC
3313
Lincoln Capital
Nebraska
$601K -$23.8K -74 -4%
PCMNC
3314
Piedmont Capital Management (North Carolina)
North Carolina
$599K +$78.1K +243 +14%
IWP
3315
Invenio Wealth Partners
Florida
$598K -$66.6K -207 -9%
WPWM
3316
Western Pacific Wealth Management
Illinois
$598K – – –
TWP
3317
Tower Wealth Partners
Pennsylvania
$598K -$74.3K -231 -10%
RMC
3318
Ring Mountain Capital
California
$597K – – –
JFA
3319
JNBA Financial Advisors
Minnesota
$597K +$11.6K +36 +2%
PW
3320
Potentia Wealth
California
$596K -$88.1K -274 -12%
FWP
3321
Flatrock Wealth Partners
California
$596K +$27K +84 +4%
AAMG
3322
AMG Asset Management Group
Georgia
$596K +$411K +1,277 +184%
OFG
3323
Oxford Financial Group
Indiana
$592K -$126K -392 -17%
WAM
3324
Winslow Asset Management
Ohio
$591K – – –
UWPG
3325
Ullmann Wealth Partners Group
Florida
$590K -$34.7K -108 -5%
131 132
133
134 135