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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2101
BankPlus Wealth Management
Mississippi
$242K +$204K +1,838 New
TIA
2102
Traphagen Investment Advisors
New Jersey
$242K +$203K +1,837 New
SW
2103
SteelPeak Wealth
California
$242K -$8.56M -77,343 -98%
AGC
2104
Aspen Grove Capital
Colorado
$242K +$203K +1,834 New
WG
2105
Wealth Group
North Carolina
$242K +$203K +1,830 New
GAM
2106
Gould Asset Management
California
$242K +$203K +1,831 New
PS
2107
Planned Solutions
California
$241K +$202K +1,826 New
KLI
2108
Kelman-Lazarov Inc
Tennessee
$239K +$201K +1,813 New
SHGA
2109
Sand Hill Global Advisors
California
$239K +$201K +1,813 New
MCA
2110
McGuire Capital Advisors
Oklahoma
$239K -$83.8K -757 -29%
HSWM
2111
Hubbell Strickland Wealth Management
Louisiana
$239K +$200K +1,807 New
KFA
2112
Kapstone Financial Advisors
Ohio
$238K +$200K +1,806 New
IRP
2113
Investment Research Partners
Pennsylvania
$238K +$200K +1,805 New
SCM
2114
Sage Capital Management
New Jersey
$238K +$200K +1,805 New
SAM
2115
Secure Asset Management
Michigan
$238K +$200K +1,805 New
YWM
2116
Yoder Wealth Management
California
$238K +$200K +1,803 New
TWD
2117
True Wealth Design
Ohio
$238K +$26.4K +238 +15%
EWM
2118
Elevatus Welath Management
New York
$237K +$199K +1,797 New
CAWM
2119
Capital Advisors Wealth Management
Washington
$237K +$199K +1,795 New
SIA
2120
Strategic Investment Advisors
Michigan
$237K +$198K +1,792 New
WWC
2121
Waypoint Wealth Counsel
Georgia
$236K +$198K +1,785 New
DWM
2122
Denver Wealth Management
Colorado
$235K +$197K +1,783 New
VIPI
2123
Vista Investment Partners II
Indiana
$235K +$197K +1,781 New
LTI
2124
Laffer Tengler Investments
Tennessee
$234K +$196K +1,770 New
PP
2125
Prosperity Planning
Missouri
$234K +$196K +1,770 New
83 84
85
86 87