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Name Holding Trade Value Shares
Change 		Change in
Stake
HWMG
1701
Harbour Wealth Management Group
South Carolina
$953K +$999K +4,448 New
LOIM
1702
Liberty One Investment Management
Illinois
$952K -$1.41M -6,261 -58%
SWA
1703
Sax Wealth Advisors
New Jersey
$950K -$102K -453 -9%
FFO
1704
Fiduciary Family Office
Florida
$948K +$20.7K +92 +2%
KCM
1705
Kornitzer Capital Management
Kansas
$948K -$236K -1,050 -19%
CA
1706
Calton & Associates
Florida
$946K -$123K -547 -11%
KFP
1707
Kerr Financial Planning
California
$943K +$21.8K +97 +2%
TWP
1708
Triad Wealth Partners
Kansas
$943K +$219K +973 +28%
MIP
1709
Marietta Investment Partners
Wisconsin
$942K +$118K +525 +14%
JAG
1710
Journey Advisory Group
Kentucky
$942K -$225K -1,000 -19%
QAM
1711
Q3 Asset Management
Michigan
$939K +$985K +4,384 New
AFWM
1712
Arta Finance Wealth Management
California
$939K +$985K +4,384 New
VAG
1713
VisionPoint Advisory Group
Texas
$936K -$58.8K -262 -6%
TGY2IT
1714
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$935K +$981K +4,368 New
SAM
1715
Sagewood Asset Management
New York
$935K +$981K +4,366 New
CTA
1716
Clear Trail Advisors
Texas
$935K +$980K +4,364 New
SCM
1717
Sage Capital Management
New Jersey
$929K +$114K +507 +13%
BOPW
1718
Brandywine Oak Private Wealth
Pennsylvania
$927K -$898 -4 -0.1%
RC
1719
Rahlfs Capital
Texas
$926K +$5.62K +25 +0.6%
CCA
1720
Coign Capital Advisors
Utah
$925K +$4.04K +18 +0.4%
XWL
1721
XXI Wealth LLC
Illinois
$925K +$970K +4,318 New
OP
1722
ORG Partners
Indiana
$924K +$4.49K +20 +0.5%
BHFP
1723
Blom & Howell Financial Planning
California
$922K +$967K +4,304 New
PWA
1724
Physician Wealth Advisors
Utah
$921K +$22.2K +99 +2%
PCA
1725
Providence Capital Advisors
North Carolina
$920K +$63.8K +284 +7%
67 68
69
70 71