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Name Holding Trade Value Shares
Change 		Change in
Stake
NRC
2601
New Republic Capital
North Carolina
$205K +$208K +5,278 New
PWP
2602
Perfromance Wealth Partners
Illinois
$205K -$11K -280 -5%
TNA
2603
True North Advisors
Texas
$205K +$207K +5,260 New
CC
2604
Commons Capital
Massachusetts
$204K -$171K -4,347 -45%
SDWMA
2605
Schneider Downs Wealth Management Advisors
Pennsylvania
$204K +$207K +5,247 New
JGUA
2606
John G. Ullman & Associates
New York
$204K +$207K +5,251 New
MIA
2607
Milestone Investment Advisors
Wisconsin
$204K +$206K +5,233 New
HIA
2608
HTG Investment Advisors
Connecticut
$204K -$1.97K -50 -0.9%
LA
2609
LexAurum Advisors
Kansas
$203K +$206K +5,232 New
FBB
2610
Fulton Breakefield Broenniman
Maryland
$203K -$6.88M -174,439 -97%
CWAF
2611
Core Wealth Advisors (Florida)
Florida
$203K +$34.6K +878 +20%
PCA
2612
Private Capital Advisors
Connecticut
$203K +$206K +5,214 New
YWM
2613
Yoder Wealth Management
California
$203K +$206K +5,211 New
AL
2614
ADE LLC
Maryland
$203K +$79 +2 +0%
MAA
2615
Mraz Amerine & Associates
California
$202K – – –
NCM
2616
Noesis Capital Mangement
Florida
$202K +$204K +5,183 New
FAT
2617
First American Trust
California
$202K +$206K +5,219 New
APC
2618
Aspire Private Capital
North Carolina
$202K +$6.27K +159 +3%
AWM
2619
Atticus Wealth Management
Florida
$201K +$70.6K +1,791 +53%
BWM
2620
Birchcreek Wealth Management
Ohio
$200K -$73.6K -1,867 -27%
SIAG
2621
Safeguard Investment Advisory Group
California
$200K +$203K +5,152 New
SPC
2622
Stewart & Patten Company
California
$200K +$203K +5,149 New
GM
2623
GeoWealth Management
Illinois
$199K -$2.21K -56 -1%
RA
2624
Rise Advisors
New York
$196K +$55.1K +1,398 +39%
CM
2625
Cercano Management
Washington
$194K – – –
103 104
105
106 107