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Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
4026
Mayfair Advisory Group
Alabama
$238K +$5.92K +17 +2%
FYW
4027
Future You Wealth
New York
$238K – – –
MIC
4028
Meridian Investment Counsel
California
$237K +$233K +668 New
FHB
4029
First Hawaiian Bank
Hawaii
$237K – – –
PWM
4030
Penobscot Wealth Management
Maine
$236K +$232K +666 New
NCM
4031
Next Capital Management
New York
$236K -$6.27K -18 -3%
AWMG
4032
Alliance Wealth Management Group
New Jersey
$236K – – –
RP
4033
Rowlandmiller & Partners
Georgia
$236K – – –
PCM
4034
Prelude Capital Management
New York
$235K +$231K +663 New
MWA
4035
Medallion Wealth Advisors
Connecticut
$234K – – –
SC
4036
Slow Capital
California
$234K – – –
CJ
4037
Caitlin John
Michigan
$233K +$229K +657 New
PFM
4038
Patton Fund Management
Texas
$233K +$229K +656 New
DIA
4039
Dean Investment Associates
Ohio
$232K -$3.83K -11 -2%
LCC
4040
Lincoln Capital Corp
Rhode Island
$232K -$9.06K -26 -4%
HIM
4041
Hanlon Investment Management
New Jersey
$231K -$12.9K -37 -5%
WIP
4042
WealthCare Investment Partners
Rhode Island
$231K -$4.88K -14 -2%
CC
4043
Climber Capital
Switzerland
$231K +$228K +655 New
CFA
4044
Capstone Financial Advisors
Illinois
$231K -$1.05K -3 -0.5%
NCM
4045
NCM Capital Management
New Jersey
$230K -$2.44K -7 -1%
FAM
4046
Flaharty Asset Management
Florida
$230K -$5.23K -15 -2%
NI
4047
NCP Inc
California
$229K -$116K -333 -34%
RIA
4048
RPG Investment Advisory
California
$229K -$219K -627 -49%
PF
4049
Penney Financial
Texas
$229K – – –
PFA
4050
Pinnacle Family Advisors
Missouri
$229K +$697 +2 +0.3%
160 161
162
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