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Name Holding Trade Value Shares
Change 		Change in
Stake
BI
1626
Ballast Inc
Kentucky
$489K +$400K +5,552 New
FFW
1627
Fusion Family Wealth
New York
$488K – – –
JFGLC
1628
Johnson Financial Group LLC (Colorado)
Colorado
$487K +$398K +5,526 New
EFG
1629
Embree Financial Group
Illinois
$487K +$4.18K +58 +1%
IWA
1630
Inspirion Wealth Advisors
Illinois
$485K +$2.31K +32 +0.6%
DOA
1631
D'Orazio & Associates
Virginia
$484K -$7.21K -100 -2%
FG
1632
Foster Group
Iowa
$483K +$35.6K +494 +10%
RA
1633
RFG Advisory
Alabama
$483K +$145K +2,018 +58%
AWM
1634
Atticus Wealth Management
Florida
$482K +$159K +2,202 +67%
IWN
1635
Independent Wealth Network
Iowa
$482K -$24.5K -340 -6%
LWM
1636
Laidlaw Wealth Management
New York
$481K +$393K +5,452 New
OAM
1637
Occidental Asset Management
California
$479K -$26.2K -364 -6%
AIM
1638
Athena Investment Management
California
$478K -$477K -6,624 -55%
FSA
1639
Financial Security Advisor
Virginia
$476K +$159K +2,212 +69%
MAM
1640
Marquette Asset Management
Minnesota
$476K -$148K -2,052 -28%
FFP
1641
Forbes Financial Planning
Rhode Island
$476K +$57.7K +800 +17%
CIAM
1642
Caitong International Asset Management
Hong Kong
$476K +$115K +1,600 +42%
TWD
1643
True Wealth Design
Ohio
$475K -$94.6K -1,312 -20%
SP
1644
Symmetry Partners
Connecticut
$475K +$10.4K +144 +3%
WA
1645
Waystone Advisors
Washington
$475K +$4.76K +66 +1%
AAS
1646
Annex Advisory Services
Wisconsin
$475K +$18K +250 +5%
KWM
1647
KFG Wealth Management
Indiana
$473K -$3.89K -54 -1%
1WA
1648
180 Wealth Advisors
Washington
$473K +$12.5K +174 +3%
FFM
1649
Fullerton Fund Management
Singapore
$472K +$68K +944 +21%
SC
1650
Seldon Capital
California
$470K – – –
64 65
66
67 68