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Name Holding Trade Value Shares
Change 		Change in
Stake
RC
5226
Resolute Capital
South Carolina
$603K +$229K +1,038 +56%
DACS
5227
Dymon Asia Capital (Singapore)
Singapore
$602K +$637K +2,892 New
HFS
5228
Hopwood Financial Services
Virginia
$600K +$37.2K +169 +6%
CL
5229
COWA LLC
Oklahoma
$600K +$251K +1,140 +66%
CFO
5230
Custos Family Office
Texas
$599K +$41.6K +189 +7%
AA
5231
AF Advisors
California
$598K +$661 +3 +0.1%
PWA
5232
Phoenix Wealth Advisors
North Carolina
$596K – – –
BAM
5233
Broyhill Asset Management
North Carolina
$595K -$8.81K -40 -1%
PAW
5234
Plan A Wealth
Nebraska
$595K -$68.9K -313 -10%
UC
5235
Unio Capital
New Jersey
$595K -$119K -539 -16%
MA
5236
Macro Advisors
Pennsylvania
$594K +$628K +2,852 New
FFWA
5237
Forthright Family Wealth Advisory
Texas
$594K -$82.3K -374 -10%
TFS
5238
truNorth Financial Services
Pennsylvania
$594K -$27.5K -125 -4%
MAM
5239
Milestone Asset Management
Pennsylvania
$593K +$251K +1,142 +67%
1L
5240
10Elms LLP
Oklahoma
$593K +$48.4K +220 +8%
VWM
5241
Verus Wealth Management
Wisconsin
$591K +$11.2K +51 +2%
HWM
5242
HighMark Wealth Management
Minnesota
$591K +$152K +689 +32%
AF
5243
ASL Financial
California
$589K +$6.38K +29 +1%
PIM
5244
Parker Investment Management
California
$589K +$24.7K +112 +4%
CDWM
5245
Campbell Deegan Wealth Management
Virginia
$589K +$23.3K +106 +4%
KAM
5246
KEB Asset Management
Illinois
$589K -$135K -614 -18%
TVM
5247
True Vision MN
Minnesota
$588K +$77.7K +353 +14%
DK
5248
David Kennon
Florida
$588K – – –
SGC
5249
Slocum, Gordon & Co
Rhode Island
$588K +$4.62K +21 +0.8%
PFM
5250
Potomac Fund Management
Florida
$587K -$441K -2,001 -42%
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210
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