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Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
651
Albion Financial Group
Utah
$425K +$319K +1,200 New
ACM
652
Avalon Capital Management
California
$425K +$319K +1,198 New
FTWA
653
Fifth Third Wealth Advisors
Ohio
$423K +$317K +1,193 New
NG
654
Norden Group
Utah
$420K +$315K +1,185 New
AWE
655
Avidian Wealth Enterprises
Texas
$420K +$315K +1,185 New
GWMR
656
GC Wealth Management RIA
Massachusetts
$419K +$315K +1,183 New
CA
657
Clearstead Advisors
Ohio
$418K +$80.3K +302 +34%
FSBI
658
Fearless Solutions (Best Invest)
Texas
$413K -$492K -1,852 -61%
WSCM
659
Wellington Shields Capital Management
New York
$413K -$93.1K -350 -23%
PUI
660
Purpose Unlimited Inc
$404K -$52.9K -199 -15%
OIA
661
OneDigital Investment Advisors
Kansas
$397K +$298K +1,119 New
RIP
662
RAM Investment Partners
Washington
$396K +$297K +1,117 New
CJ
663
Caitlin John
Michigan
$394K +$292K +1,100 +11,000%
TYCC
664
Texas Yale Capital Corp
Florida
$379K +$285K +1,070 New
BFG
665
Berger Financial Group
Minnesota
$376K +$282K +1,060 New
RWA
666
Redhawk Wealth Advisors
Minnesota
$375K +$281K +1,058 New
RPC
667
Rossmore Private Capital
Connecticut
$374K +$281K +1,055 New
UCFA
668
United Capital Financial Advisors
Texas
$373K +$280K +1,052 New
DC
669
Davenport & Co
Virginia
$373K +$279K +1,051 New
DWM
670
Drive Wealth Management
Utah
$371K +$279K +1,048 New
LSIA
671
LaSalle St. Investment Advisors
Illinois
$368K +$276K +1,038 New
RWM
672
Rockline Wealth Management
New York
$368K +$276K +1,037 New
YP
673
YANKCOM Partnership
South Dakota
$366K +$274K +1,031 New
MLIC
674
Mandatum Life Insurance Company
Finland
$364K -$4.81M -18,100 -95%
IAAG
675
Innovative Asset Advisors Group
Connecticut
$364K +$101K +378 +58%
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