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Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1651
Bouchey Financial Group
New York
$521K -$15.2K -140 -4%
SIM
1652
Stratos Investment Management
Ohio
$521K -$2.57M -23,612 -87%
CCAL
1653
City Center Advisors LLC
Michigan
$520K +$399K +3,667 New
PWS
1654
Peterson Wealth Services
Utah
$520K +$1.52K +14 +0.4%
TNA
1655
True North Advisors
Texas
$519K +$10.7K +98 +3%
1WM
1656
1858 Wealth Management
Ohio
$519K +$18.2K +167 +5%
IWA
1657
Icon Wealth Advisors
Texas
$519K +$20.9K +192 +6%
TCMP
1658
Thrive Capital Management (Pennsylvania)
Pennsylvania
$517K -$36.6K -336 -8%
FBT
1659
First Bank & Trust
South Dakota
$515K +$5.23K +48 +1%
VIA
1660
Victrix Investment Advisors
Florida
$514K -$64.5K -592 -14%
OC
1661
Oarsman Capital
Wisconsin
$514K +$394K +3,622 New
HA
1662
Herold Advisors
New York
$511K +$42.5K +390 +12%
AI
1663
Atom Investors
Texas
$511K -$50.4K -463 -11%
FHC
1664
First Heartland Consultants
Missouri
$509K -$15.1K -139 -4%
MTWM
1665
Masso Torrence Wealth Management
New Jersey
$508K +$390K +3,581 New
LWM
1666
LJI Wealth Management
Indiana
$507K -$31.6K -290 -8%
MWM
1667
MGB Wealth Management
Texas
$506K -$72.3K -664 -16%
IP
1668
Ignite Planners
California
$502K +$21.4K +197 +7%
FBFS
1669
First Business Financial Services
Wisconsin
$502K – – –
MFS
1670
Madrona Financial Services
Washington
$502K +$114K +1,045 +42%
KMWM
1671
Keudell/Morrison Wealth Management
Oregon
$501K -$49.1K -451 -11%
PWS
1672
Physician Wealth Solutions
Nevada
$501K – – –
UCMOK
1673
United Capital Management of KS
Kansas
$499K +$383K +3,515 New
GC
1674
Grange Capital
Oregon
$499K – – –
CBT
1675
Crews Bank & Trust
Florida
$497K – – –
65 66
67
68 69