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Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
3776
Dupree Financial Group
Kentucky
$5.26M -$19.3K -72 -0.4%
BWM
3777
BCGM Wealth Management
Indiana
$5.26M -$12.9K -48 -0.2%
TFG
3778
Taylor Financial Group
Virginia
$5.25M -$20.1K -75 -0.4%
SIC
3779
Sage Investment Counsel
Tennessee
$5.25M -$58.8K -219 -1%
SP
3780
Successful Portfolios
Florida
$5.25M +$249K +926 +5%
JFG
3781
JDM Financial Group
Texas
$5.25M -$153K -571 -3%
WH
3782
Willner & Heller
California
$5.25M -$34.1K -127 -0.7%
WAM
3783
Worth Asset Management
Texas
$5.24M +$511K +1,902 +11%
MGAM
3784
McGowan Group Asset Management
Texas
$5.24M +$63.4K +236 +1%
SA
3785
SJBenen ADVISORY
North Carolina
$5.23M +$5.17M +19,255 New
SL
3786
StoryOne LLC
Kansas
$5.23M – – –
BBNB
3787
Baker Boyer National Bank
Washington
$5.23M +$107K +399 +2%
MFG
3788
Mosaic Financial Group
Illinois
$5.22M -$88.1K -328 -2%
BFA
3789
Bright Financial Advisors
Michigan
$5.22M +$50.2K +187 +1%
SPI
3790
Sutton Place Investors
New York
$5.22M +$275K +1,025 +6%
GG
3791
GenWealth Group
New Jersey
$5.22M +$2.53M +9,441 +90%
BWG
3792
Beta Wealth Group
California
$5.22M -$456K -1,700 -8%
TBWA
3793
Three Bridge Wealth Advisors
California
$5.21M +$33.6K +125 +0.7%
RF
3794
Robbins Farley
New Hampshire
$5.2M -$1.2M -4,485 -19%
KHCM
3795
Kirtland Hills Capital Management
Ohio
$5.2M +$9.66K +36 +0.2%
TCOK
3796
Trust Company of Kansas
Kansas
$5.19M -$2.42K -9 -0%
NA
3797
NWM Advisors
California
$5.18M +$5.11M +19,040 New
CA
3798
Crumly & Associates
Illinois
$5.16M -$57.2K -213 -1%
AW
3799
Avion Wealth
Texas
$5.16M +$179K +667 +4%
SSCA
3800
South Shore Capital Advisors
Massachusetts
$5.16M +$5.09M +18,964 New
150 151
152
153 154