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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2151
Princeton Capital Management
New Jersey
$427K +$242K +5,164 +105%
AAB
2152
ABN AMRO Bank
Netherlands
$427K +$1.69K +36 +0.4%
EWS
2153
Eagle Wealth Strategies
New Jersey
$426K -$71.1K -1,515 -13%
RGF
2154
Retirement Guys Formula
Ohio
$426K -$844 -18 -0.2%
SWP
2155
Summit Wealth Partners
Florida
$425K -$21.6K -461 -4%
TA
2156
TPG Advisors
Illinois
$425K +$3.28K +70 +0.7%
AOI
2157
Auto-Owners Insurance
Michigan
$425K – – –
JC
2158
Jacobs & Co
California
$424K -$78.9K -1,682 -14%
TWM
2159
TriaGen Wealth Management
California
$424K +$15.7K +334 +3%
IAG
2160
Investment Advisory Group
Massachusetts
$424K -$27.9K -595 -6%
CCM
2161
Callodine Capital Management
Massachusetts
$423K +$469K +10,000 New
IA
2162
Icon Advisers
Colorado
$423K +$469K +10,000 New
FMN
2163
Financial Management Network
California
$423K +$2.44K +52 +0.5%
PWM
2164
Paulson Wealth Management
Illinois
$423K +$24K +512 +5%
WW
2165
Waterfront Wealth
Kansas
$420K +$77.5K +1,653 +20%
RFA
2166
Rollins Financial Advisors
New York
$420K -$52.1K -1,111 -10%
AFW
2167
Avantra Family Wealth
Pennsylvania
$420K +$2.35K +50 +0.5%
AI
2168
Arvest Investments
Arkansas
$420K -$9.48K -202 -2%
S
2169
Sunpointe
Missouri
$419K +$22.2K +474 +5%
SAM
2170
Sawgrass Asset Management
Florida
$418K -$95K -2,025 -17%
PIMG
2171
Patriot Investment Management Group
Tennessee
$417K -$1.17K -25 -0.3%
FGC
2172
First Growth Capital
Maryland
$417K +$5.16K +110 +1%
ALA
2173
Atlas Legacy Advisors
California
$417K +$112K +2,395 +31%
SCM
2174
Sterneck Capital Management
Missouri
$416K -$13.6K -289 -3%
CPWL
2175
Coquina Private Wealth LLC
Florida
$415K +$985 +21 +0.2%
85 86
87
88 89