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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1601
Dechtman Wealth Management
Colorado
$256K – – –
GC
1602
GFG Capital
Florida
$255K +$21.9K +123 +10%
CFA
1603
CWS Financial Advisors
Michigan
$255K – – –
TVAMP
1604
Tennessee Valley Asset Management Partners
Tennessee
$255K -$30.7K -172 -11%
AFPL
1605
Advus Financial Partners, LLC
Florida
$255K -$31K -174 -11%
SWP
1606
Semus Wealth Partners
Florida
$255K -$12.8K -72 -5%
SI
1607
Saxon Interests
Texas
$255K -$11.2K -63 -4%
TWM
1608
Trueblood Wealth Management
Ohio
$254K -$6.24K -35 -2%
MHR
1609
Matthew Hamilton Rosenberg
$254K -$44K -247 -15%
CG
1610
CFO4Life Group
Texas
$253K +$8.2K +46 +3%
CWM
1611
Centric Wealth Management
Illinois
$253K +$241K +1,352 New
ST
1612
Smithfield Trust
Pennsylvania
$252K -$11.2K -63 -4%
ST
1613
Spinnaker Trust
Maine
$251K – – –
PFG
1614
Pinnacle Financial Group
Illinois
$251K – – –
AG
1615
AlTi Global
New York
$251K -$168K -940 -41%
AWA
1616
Acorn Wealth Advisors
Michigan
$250K +$178 +1 +0.1%
UF
1617
Univest Financial
Pennsylvania
$250K – – –
KIA
1618
Knollwood Investment Advisory
Maryland
$249K +$244K +1,367 New
WW
1619
Waterfront Wealth
Kansas
$249K -$53.7K -301 -18%
TLP
1620
Trinity Legacy Partners
Texas
$249K -$17.8K -100 -7%
UAML
1621
US Asset Management LLC
Pennsylvania
$248K -$6.95K -39 -3%
PA
1622
PSI Advisors
Florida
$247K +$18K +101 +8%
TCM
1623
Towercrest Capital Management
Pennsylvania
$247K – – –
DCM
1624
Donaldson Capital Management
Indiana
$247K +$2.32K +13 +1%
GA
1625
GSG Advisors
New Jersey
$246K +$4.63K +26 +2%
63 64
65
66 67