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Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
2301
49 Wealth Management
Texas
$354K -$809K -17,239 -67%
A
2302
Alongside
Texas
$354K +$393K +8,369 New
AA
2303
Auxano Advisors
Washington
$354K -$14.7K -314 -4%
CPSC
2304
Carl P. Sherr & Co
Massachusetts
$354K – – –
MA
2305
MKT Advisors
California
$354K -$68.7K -1,465 -15%
GSWM
2306
Greenup Street Wealth Management
Michigan
$354K -$28.1K -598 -7%
MWM
2307
Maridea Wealth Management
New York
$352K +$119K +2,534 +44%
PF
2308
PlanVest Financial
Maryland
$351K +$1.59K +34 +0.4%
RHIG
2309
R.H. Investment Group
Arizona
$351K – – –
OC
2310
Oakworth Capital
Alabama
$351K +$22.8K +487 +6%
GVCM
2311
Global View Capital Management
Wisconsin
$350K -$17.9K -382 -4%
ACM
2312
Alessandra Capital Management
California
$350K +$1.55K +33 +0.4%
BWA
2313
Bestgate Wealth Advisors
Maryland
$350K -$29.5K -629 -7%
MAMG
2314
Milestone Asset Management Group
Connecticut
$350K -$4.36K -93 -1%
WTA
2315
Washington Trust Advisors
Massachusetts
$349K -$47.4K -1,011 -11%
KFS
2316
Kelly Financial Services
Massachusetts
$348K +$2.53K +54 +0.7%
DCA
2317
DB&C Advisors
Michigan
$348K +$3.14K +67 +0.8%
QC
2318
Quent Capital
New York
$348K +$63K +1,342 +20%
ESC
2319
Eurizon SLJ Capital
$347K – – –
BCA
2320
Bay Colony Advisors
Massachusetts
$347K -$127K -2,705 -25%
ZCP
2321
Z3 Capital Partners
Virginia
$346K -$38.7K -825 -9%
BOPW
2322
Brandywine Oak Private Wealth
Pennsylvania
$346K -$50.9K -1,086 -12%
SL
2323
Sentry LLC
Tennessee
$345K – – –
LFA
2324
Laraway Financial Advisors
Minnesota
$345K -$1.13K -24 -0.3%
PA
2325
Promethium Advisors
Maryland
$345K – – –
91 92
93
94 95