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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1801
Sugarloaf Wealth Management
Georgia
$574K -$47.8K -1,352 -8%
PIM
1802
Plato Investment Management
Australia
$573K +$538K +15,198 New
CA
1803
Calton & Associates
Florida
$573K -$262K -7,400 -33%
NLP
1804
Next Level Private
New York
$572K -$59.2K -1,674 -10%
BPC
1805
Banque Pictet & Cie
Switzerland
$571K -$40.3K -1,138 -7%
VP
1806
Verum Partners
North Carolina
$571K +$187K +5,278 +54%
RAM
1807
RWC Asset Management
United Kingdom
$570K – – –
CVA
1808
Central Valley Advisors
California
$570K +$535K +15,120 New
PP
1809
Patron Partners
Texas
$570K -$16.7K -471 -3%
CMP
1810
Coston McIsaac & Partners
Maine
$569K +$85.9K +2,428 +19%
CFFP
1811
Center for Financial Planning
Michigan
$568K -$13.9K -394 -3%
BIG
1812
Brooklyn Investment Group
New York
$568K +$533K +15,054 New
SFP
1813
Sandbox Financial Partners
Maryland
$567K -$89.6K -2,532 -14%
RB
1814
Renasant Bank
Mississippi
$567K +$8.95K +253 +2%
MW
1815
MBL Wealth
North Carolina
$567K +$263K +7,442 +98%
LF
1816
Lantz Financial
Illinois
$566K -$23.1K -654 -4%
ML
1817
McAdam LLC
Pennsylvania
$566K -$166K -4,681 -24%
KSWWM
1818
Keyes Stange & Wooten Wealth Management
Florida
$566K +$531K +15,008 New
ST
1819
Somerset Trust
Pennsylvania
$566K -$64.1K -1,812 -11%
EP
1820
Edgestream Partners
New Jersey
$565K +$176K +4,987 +50%
CAM
1821
Covenant Asset Management
New Jersey
$565K – – –
BIA
1822
Bigelow Investment Advisors
Maine
$565K -$178K -5,041 -25%
PA
1823
Prossimo Advisors
California
$564K +$19.5K +551 +4%
PP
1824
PFS Partners
New Jersey
$564K -$31.4K -887 -6%
AEPWM
1825
Atlantic Edge Private Wealth Management
Florida
$563K +$528K +14,922 New
71 72
73
74 75