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Name Holding Trade Value Shares
Change 		Change in
Stake
GSIS
3701
Global Strategic Investment Solutions
Arizona
$242K +$215K +2,057 New
DSAM
3702
Dock Street Asset Management
Florida
$241K +$215K +2,052 New
NECFA
3703
New England Capital Financial Advisors
Connecticut
$240K +$941 +9 +0.4%
PS
3704
Pinney & Scofield
Massachusetts
$240K – – –
BSAM
3705
Blue Square Asset Management
New York
$240K +$214K +2,045 New
MCA
3706
Maryland Capital Advisors
Maryland
$240K +$214K +2,044 New
AW
3707
Avion Wealth
Texas
$240K +$20.9K +200 +11%
DI
3708
Disciplined Investments
Oklahoma
$240K +$214K +2,042 New
ODFS
3709
O'Donnell Financial Services
California
$240K +$213K +2,041 New
KCPT
3710
Kingstone Capital Partners Texas
Texas
$240K +$213K +2,040 New
CWA
3711
Centerline Wealth Advisors
Kentucky
$240K +$213K +2,039 New
PPWM
3712
Perissos Private Wealth Management
Oklahoma
$239K +$213K +2,038 New
AFA
3713
Arlington Financial Advisors
California
$239K +$213K +2,037 New
CF
3714
Clarity Financial
Texas
$239K +$212K +2,031 New
AWA
3715
Argos Wealth Advisors
California
$238K +$212K +2,029 New
CWA
3716
Capital Wealth Alliance
Arizona
$238K +$212K +2,023 New
RC
3717
Resolute Capital
South Carolina
$238K +$211K +2,022 New
KNFPWM
3718
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$237K +$211K +2,018 New
AAA
3719
American Alpha Advisors
New York
$237K +$211K +2,018 New
DC
3720
Defender Capital
North Carolina
$237K +$211K +2,016 New
AHC
3721
Anderson Hoagland & Co
Missouri
$237K +$211K +2,015 New
GHI
3722
Gross & Hartman Investments
Pennsylvania
$236K +$210K +2,012 New
O3W
3723
Omni 360 Wealth
New Jersey
$236K +$210K +2,011 New
FF
3724
Farrell Financial
New York
$236K +$210K +2,011 New
ATIA
3725
American Trust Investment Advisors
New Hampshire
$236K +$210K +2,010 New
147 148
149
150 151