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Name Holding Trade Value Shares
Change 		Change in
Stake
BHCM
3426
Brevan Howard Capital Management
Jersey
$526K -$688K -2,141 -55%
CF
3427
Carter Financial
California
$526K – – –
PFM
3428
Potomac Fund Management
Florida
$525K -$5.47K -17 -1%
CFP
3429
Cypress Financial Planning
New Jersey
$524K -$74.3K -231 -12%
BFG
3430
Beto Financial Group
Idaho
$524K -$3.54K -11 -0.7%
CIM
3431
Capital Investment Management
Missouri
$524K +$1.93K +6 +0.3%
EW
3432
Element Wealth
Mississippi
$523K -$28K -87 -5%
GC
3433
GatePass Capital
Ohio
$522K +$132K +411 +31%
EWS
3434
Eagle Wealth Strategies
New Jersey
$522K +$3.86K +12 +0.7%
WF
3435
Wayfinding Financial
Washington
$522K +$6.43K +20 +1%
WFMPM
3436
Woodley Farra Manion Portfolio Management
Indiana
$521K -$10.3K -32 -2%
PHWM
3437
Pine Harbor Wealth Management
Maryland
$520K -$85.2K -265 -13%
BL
3438
Balentine LLC
Georgia
$520K +$11.3K +35 +2%
CPA
3439
Clear Point Advisors
New York
$520K -$4.5K -14 -0.8%
HZ
3440
Hixon Zuercher
Ohio
$519K – – –
MQWP
3441
Morey & Quinn Wealth Partners
Nebraska
$519K +$40.2K +125 +8%
5NPW
3442
55 North Private Wealth
Florida
$518K +$51.1K +159 +10%
WDG
3443
Wealth Dimensions Group
Ohio
$517K +$78.8K +245 +17%
BAM
3444
Bosun Asset Management
Illinois
$517K – – –
LFS
3445
Legacy Financial Strategies
Kansas
$517K -$64K -199 -10%
SFG
3446
Seamount Financial Group
Colorado
$516K -$23.2K -72 -4%
MAM
3447
Mainsail Asset Management
Alabama
$515K -$74K -230 -12%
SNPAM
3448
St. Nicholas Private Asset Management
Florida
$515K -$22.8K -71 -4%
FCM
3449
Fieldview Capital Management
Michigan
$514K -$148K -459 -21%
PPC
3450
Pennington Partners & Co
Maryland
$514K +$204K +634 +59%
136 137
138
139 140