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Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
2501
Trace Wealth Advisors
California
$591K – – –
CTC
2502
Corundum Trust Company
South Dakota
$589K -$10.1K -136 -2%
BRWM
2503
Blue Rock Wealth Management
North Carolina
$589K -$56.8K -766 -9%
RFP
2504
Root Financial Partners
California
$586K -$445 -6 -0.1%
EW
2505
Elyxium Wealth
California
$585K +$3.34K +45 +0.6%
WC
2506
Waterloo Capital
Texas
$584K -$2.52K -34 -0.4%
SA
2507
Strategic Advocates
Utah
$583K -$41K -553 -7%
SI
2508
Seeds Investor
New York
$582K +$50.1K +675 +10%
OSNBOA
2509
Old Second National Bank of Aurora
Illinois
$580K -$2.15K -29 -0.4%
PAS
2510
Professional Advisory Services
Florida
$580K – – –
GP
2511
Guardian Partners
Canada
$579K +$111K +1,500 +27%
GAM
2512
Griffin Asset Management
New York
$579K -$55.6K -750 -9%
SF
2513
Sun Financial
Utah
$579K +$557K +7,512 New
SIG
2514
Sargent Investment Group
Maryland
$579K +$557K +7,511 New
AAA
2515
American Alpha Advisors
New York
$578K +$87.5K +1,179 +19%
OMC
2516
Oasis Management Company
Cayman Islands
$578K -$557K -7,500 -50%
PB
2517
Prosperity Bancshares
Texas
$577K +$556K +7,495 New
LA
2518
Legacy Advisors
Pennsylvania
$577K +$194K +2,619 +54%
TNA
2519
True North Advisors
Texas
$573K -$401K -5,404 -42%
PW
2520
PUREfi Wealth
Massachusetts
$573K -$14.4K -194 -3%
BFS
2521
BridgePort Financial Solutions
Iowa
$571K – – –
BAM
2522
Broyhill Asset Management
North Carolina
$570K -$23.4K -315 -4%
NP
2523
Ninepoint Partners
Ontario, Canada
$569K – – –
MCM
2524
Mitchell Capital Management
Kansas
$569K +$99.1K +1,336 +22%
EC
2525
EdgeRock Capital
Colorado
$568K +$31.7K +427 +6%
99 100
101
102 103