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Name Holding Trade Value Shares
Change 		Change in
Stake
CFGW
1526
Chancellor Financial Group WB
Pennsylvania
$526K -$113K -506 -17%
FMLI
1527
Fukoku Mutual Life Insurance
Japan
$526K – – –
AWA
1528
Arbor Wealth Advisors
Michigan
$526K +$541K +2,430 New
EBSAM
1529
Eubel Brady & Suttman Asset Management
Ohio
$526K – – –
DP
1530
Denver PWM
Colorado
$525K +$48.7K +219 +11%
CIA
1531
Caerus Investment Advisors
Texas
$524K +$539K +2,421 New
RFA
1532
Rollins Financial Advisors
New York
$523K +$280K +1,257 +108%
AAM
1533
Alphadyne Asset Management
New York
$522K -$8.6M -38,643 -94%
PWAM
1534
Private Wealth Asset Management
Iowa
$521K +$23.1K +104 +5%
W
1535
WealthCollab
Washington
$521K +$185K +833 +53%
PUI
1536
Purpose Unlimited Inc
$520K +$73.6K +331 +16%
TWP
1537
Triad Wealth Partners
Kansas
$519K +$119K +533 +32%
AHC
1538
Adell Harriman & Carpenter
Texas
$518K +$2.23K +10 +0.4%
NSIM
1539
North Star Investment Management
Illinois
$518K -$92.3K -415 -15%
BFS
1540
BridgePort Financial Solutions
Iowa
$517K -$20.5K -92 -4%
EF
1541
Evanson Financial
Virginia
$517K +$532K +2,389 New
CL
1542
CVFG LLC
Indiana
$515K – – –
DCM
1543
Donaldson Capital Management
Indiana
$515K +$529K +2,379 New
SIC
1544
SJS Investment Consulting
Ohio
$511K +$23.8K +107 +5%
4WM
1545
49 Wealth Management
Texas
$510K +$525K +2,358 New
A
1546
Alongside
Texas
$510K +$525K +2,358 New
IIL
1547
Income Insurance Ltd
$510K – – –
FAG
1548
Fortitude Advisory Group
Washington
$508K -$212K -955 -29%
LC
1549
Lavelle Capital
California
$504K +$518K +2,330 New
PCH
1550
PGIM Custom Harvest
New Jersey
$503K -$41.8K -188 -7%
60 61
62
63 64