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Name Holding Trade Value Shares
Change 		Change in
Stake
FCT
1301
First Community Trust
Iowa
$855K -$508K -3,532 -33%
LAM
1302
Lewis Asset Management
California
$855K +$16.8K +117 +2%
CCG
1303
Catalina Capital Group
California
$854K -$99.4K -691 -9%
VIA
1304
Victrix Investment Advisors
Florida
$854K +$1.02M +7,066 New
SSWM
1305
Strait & Sound Wealth Management
California
$853K -$101K -700 -9%
OPWM
1306
Oakwell Private Wealth Management
Texas
$852K +$24.9K +173 +3%
IB
1307
Intrust Bank
Kansas
$852K -$162K -1,127 -14%
JCFM
1308
JBR Co Financial Management
Oklahoma
$852K +$97.8K +680 +11%
KCFA
1309
Key Client Fiduciary Advisors
New Jersey
$851K +$28.1K +195 +3%
RBWA
1310
RFG - Bristol Wealth Advisors
Massachusetts
$847K +$1.01M +7,014 New
FFL
1311
Future Fund LLC
Illinois
$847K +$187K +1,300 +23%
LBWM
1312
Left Brain Wealth Management
Illinois
$846K -$222K -1,542 -18%
CCG
1313
Ceeto Capital Group
Florida
$846K -$71.9K -500 -7%
MPW
1314
MA Private Wealth
California
$846K -$2.88K -20 -0.3%
FWP
1315
Forefront Wealth Partners
Texas
$846K +$1.01M +7,000 New
LMKC
1316
L.M. Kohn & Company
Ohio
$842K +$14K +97 +1%
FSA
1317
Fort Sheridan Advisors
Illinois
$837K +$280K +1,946 +39%
ICM
1318
Intrepid Capital Management
Florida
$835K +$224K +1,558 +29%
PPWP
1319
Premier Path Wealth Partners
New Jersey
$835K -$180K -1,253 -15%
WP
1320
WealthPLAN Partners
Nebraska
$832K +$34K +236 +4%
LA
1321
Legacy Advisors
Pennsylvania
$830K +$194K +1,348 +24%
ACC
1322
Acorn Creek Capital
Colorado
$830K +$1.01K +7 +0.1%
IIM
1323
Ipswich Investment Management
Massachusetts
$827K – – –
JSL
1324
JT Stratford LLC
Georgia
$823K -$41.2K -286 -4%
PP
1325
PDS Planning
Ohio
$822K -$24K -167 -2%
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