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Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
1526
Wheelhouse Advisory Group
Missouri
$531K +$67.2K +302 +14%
BIG
1527
Brookwood Investment Group
Arizona
$530K +$48.3K +217 +10%
MB
1528
MidFirst Bank
Oklahoma
$529K – – –
SRSA
1529
S.R. Schill & Associates
Washington
$528K -$13.1K -59 -2%
SMC
1530
Smith, Moore & Co
Missouri
$528K -$22.2K -100 -4%
JMFC
1531
J.M. Forbes & Co
Massachusetts
$527K – – –
IG
1532
IFS Group
Pennsylvania
$527K -$295K -1,325 -35%
CFGW
1533
Chancellor Financial Group WB
Pennsylvania
$526K -$113K -506 -17%
FMLI
1534
Fukoku Mutual Life Insurance
Japan
$526K – – –
AWA
1535
Arbor Wealth Advisors
Michigan
$526K +$541K +2,430 New
EBSAM
1536
Eubel Brady & Suttman Asset Management
Ohio
$526K – – –
DP
1537
Denver PWM
Colorado
$525K +$48.7K +219 +11%
CIA
1538
Caerus Investment Advisors
Texas
$524K +$539K +2,421 New
RFA
1539
Rollins Financial Advisors
New York
$523K +$280K +1,257 +108%
AAM
1540
Alphadyne Asset Management
New York
$522K -$8.6M -38,643 -94%
PWAM
1541
Private Wealth Asset Management
Iowa
$521K +$23.1K +104 +5%
W
1542
WealthCollab
Washington
$521K +$185K +833 +53%
PUI
1543
Purpose Unlimited Inc
$520K +$73.6K +331 +16%
TWP
1544
Triad Wealth Partners
Kansas
$519K +$119K +533 +32%
AHC
1545
Adell Harriman & Carpenter
Texas
$518K +$2.23K +10 +0.4%
NSIM
1546
North Star Investment Management
Illinois
$518K -$92.3K -415 -15%
BFS
1547
BridgePort Financial Solutions
Iowa
$517K -$20.5K -92 -4%
EF
1548
Evanson Financial
Virginia
$517K +$532K +2,389 New
CL
1549
CVFG LLC
Indiana
$515K – – –
DCM
1550
Donaldson Capital Management
Indiana
$515K +$529K +2,379 New
60 61
62
63 64