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ZS

Name Holding Trade Value Shares
Change 		Change in
Stake
KCP
651
Kera Capital Partners
California
$303K +$241K +965 New
WWM
652
Whalen Wealth Management
Nevada
$302K +$240K +962 New
MLM
653
Mount Lucas Management
Pennsylvania
$292K +$232K +931 New
II
654
Impact Investors
California
$291K +$231K +928 New
JIP
655
Jaffetilchin Investment Partners
Florida
$291K +$231K +928 New
NP
656
NorthRock Partners
Minnesota
$291K +$231K +927 New
CGH
657
Crossmark Global Holdings
Texas
$289K +$229K +920 New
YCG
658
Yeomans Consulting Group
Georgia
$287K +$233K +935 New
VAS
659
Vestmark Advisory Solutions
Massachusetts
$287K +$228K +915 New
BAM
660
Belpointe Asset Management
Nevada
$286K -$63.8K -256 -22%
RFN
661
Redwood Financial Network
Ohio
$284K +$225K +904 New
BWP
662
Balboa Wealth Partners
Arizona
$283K +$225K +903 New
BCM
663
Brookstone Capital Management
Illinois
$283K +$225K +903 New
SWMP
664
Signature Wealth Management Partners
New Jersey
$283K +$224K +900 New
TCM
665
Triumph Capital Management
Colorado
$274K -$912K -3,660 -81%
QL
666
Quarry LP
New York
$273K +$82.3K +330 +61%
IA
667
IFG Advisory
Georgia
$272K +$216K +866 New
BRWA
668
B. Riley Wealth Advisors
Florida
$271K +$215K +864 New
GIM
669
Groesbeck Investment Management
New Jersey
$271K +$215K +862 New
AC
670
AWM Capital
Arizona
$271K +$215K +863 New
KRW
671
Kaufman Rossin Wealth
Florida
$269K +$214K +858 New
JWWM
672
Johnson & White Wealth Management
Pennsylvania
$268K +$213K +853 New
WA
673
Waverly Advisors
Alabama
$267K +$212K +850 New
EB
674
Eastern Bank
Massachusetts
$265K – – –
MCM
675
Manchester Capital Management
Vermont
$264K -$23.7K -95 -10%
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