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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1851
Poehling Capital Management
Wisconsin
$442K +$53.3K +330 +14%
SWP
1852
Significant Wealth Partners
Illinois
$442K -$68.9K -427 -14%
OW
1853
Olistico Wealth
Oklahoma
$440K +$25K +155 +6%
MA
1854
MJP Associates
Connecticut
$440K +$8.88K +55 +2%
AAG
1855
Armstrong Advisory Group
Massachusetts
$438K -$15.8K -98 -3%
ACM
1856
Arlington Capital Management
Illinois
$437K – – –
NAM
1857
Nexpoint Asset Management
Texas
$437K +$436K +2,700 New
VCM
1858
Vivaldi Capital Management
Illinois
$436K +$19.2K +119 +5%
DJSG
1859
D.J. St. Germain
Massachusetts
$435K -$1.77K -11 -0.4%
LSWP
1860
Liberty Square Wealth Partners
Pennsylvania
$435K – – –
LA
1861
LVW Advisors
New York
$433K +$127K +787 +42%
IC
1862
Inscription Capital
Texas
$433K -$1.29K -8 -0.3%
GCA
1863
Gallagher Capital Advisors
Texas
$433K +$273K +1,693 New
FPL
1864
Fortress Private Ledger
North Carolina
$432K +$193K +1,199 +81%
SIS
1865
Sound Income Strategies
Florida
$432K -$2.9K -18 -1%
GPFA
1866
Game Plan Financial Advisors
Ohio
$431K +$69.7K +432 +19%
CAC
1867
Certified Advisory Corp
Florida
$431K +$132K +817 +44%
OBWG
1868
Onyx Bridge Wealth Group
New York
$431K +$93.9K +582 +28%
CG
1869
CFO4Life Group
Texas
$431K +$59.7K +370 +16%
CWIG
1870
Chung Wu Investment Group
Texas
$430K +$412K +2,555 +2,555%
KWM
1871
Keebeck Wealth Management
Illinois
$429K +$35.7K +221 +9%
FFA
1872
Florida Financial Advisors
Florida
$429K -$8.55K -53 -2%
LPAM
1873
Lodestar Private Asset Management
California
$429K – – –
CWA
1874
Clarity Wealth Advisors
California
$427K -$19.8K -123 -4%
BTWM
1875
Brass Tax Wealth Management
Ohio
$427K +$11K +68 +3%
73 74
75
76 77