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Name Holding Trade Value Shares
Change 		Change in
Stake
AG
3201
AmeriFlex Group
Nevada
$183K -$420K -6,839 -72%
SO
3202
Sierra Ocean
California
$175K -$30.5K -497 -16%
CTB
3203
Country Trust Bank
Illinois
$175K +$13.9K +226 +10%
BFP
3204
Briaud Financial Planning
Texas
$168K – – –
FC
3205
Family CFO
California
$168K – – –
PCFFS
3206
Pacific Center for Financial Services
California
$167K – – –
SA
3207
SRH Advisors
Kansas
$167K – – –
IRC
3208
Investors Research Corp
Georgia
$162K +$61 +1 +0%
BIA
3209
Bell Investment Advisors
California
$162K +$8.17K +133 +6%
HFM
3210
Hartford Financial Management
Connecticut
$161K – – –
OWP
3211
ORG Wealth Partners
Texas
$160K +$63.4K +1,032 +80%
SR
3212
Syntax Research
Florida
$160K -$38.8K -632 -22%
MSG
3213
Main Street Group
Virginia
$156K -$4.86K -79 -3%
OAJ
3214
Ogorek Anthony Joseph
New York
$155K +$11.9K +193 +9%
WTFG
3215
Wood Tarver Financial Group
Idaho
$154K – – –
PWMG
3216
Private Wealth Management Group
New Jersey
$154K -$307 -5 -0.2%
SWIM
3217
Smallwood Wealth Investment Management
New Jersey
$154K – – –
CCC
3218
Chelsea Counsel Company
California
$152K -$15.4K -250 -10%
OA
3219
Operose Advisors
Wisconsin
$151K +$5.71K +93 +4%
DWA
3220
Dougherty Wealth Advisers
Minnesota
$149K – – –
HC
3221
Hurley Capital
New York
$149K +$118K +1,927 +860%
W
3222
WealthCollab
Washington
$149K – – –
NECFA
3223
New England Capital Financial Advisors
Connecticut
$146K +$6.51K +106 +5%
FIM
3224
FWL Investment Management
Texas
$146K +$10.5K +171 +9%
CA
3225
Centerpoint Advisors
Massachusetts
$144K +$3.81K +62 +3%
127 128
129
130 131