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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2051
LJI Wealth Management
Indiana
$216K -$11.4K -65 -5%
EWA
2052
Eagle Wealth Advisors
Connecticut
$215K -$160K -909 -40%
CCWM
2053
Cassaday & Co Wealth Management
Virginia
$215K +$36.6K +208 +18%
CCA
2054
Corps Capital Advisors
Texas
$214K -$506K -2,877 -68%
GHA
2055
Granite Harbor Advisors
Texas
$214K +$22.2K +126 +10%
FAT
2056
First American Trust
California
$214K -$41.7K -237 -15%
PP
2057
Patron Partners
Texas
$214K -$9.67K -55 -4%
RL
2058
Rogco LP
Oklahoma
$212K – – –
CWA
2059
Cura Wealth Advisors
Illinois
$212K -$17.6K -100 -7%
BBL
2060
Beck Bode LLC
Massachusetts
$212K +$238K +1,351 New
PWPS
2061
Pinnacle Wealth Planning Services
Ohio
$211K -$113K -645 -32%
SSCA
2062
South Shore Capital Advisors
Massachusetts
$211K +$33.2K +189 +16%
SW
2063
SkyOak Wealth
Michigan
$211K +$17.6K +100 +8%
BFS
2064
BridgePort Financial Solutions
Iowa
$211K -$354K -2,013 -60%
SCA
2065
Sandy Cove Advisors
Massachusetts
$210K -$19.5K -111 -8%
BWL
2066
Bogart Wealth LLC
Virginia
$209K +$42K +239 +22%
TWM
2067
TRB Wealth Management
Texas
$209K -$196K -1,114 -46%
FFG
2068
Frisch Financial Group
New York
$208K +$233K +1,325 New
WBCM
2069
Wilson & Boucher Capital Management
California
$208K – – –
BTIM
2070
BancFirst Trust & Investment Management
Oklahoma
$207K +$231K +1,311 New
EM
2071
Excalibur Management
Massachusetts
$207K +$22.2K +126 +11%
WF
2072
Wayfinding Financial
Washington
$207K -$37.5K -213 -14%
CCM
2073
Consolidated Capital Management
California
$207K – – –
CAC
2074
Core Alternative Capital
Georgia
$206K +$35.7K +203 +18%
CA
2075
COFG Advisors
Illinois
$206K -$32.9K -187 -12%
81 82
83
84 85