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Name Holding Trade Value Shares
Change 		Change in
Stake
EA
2551
Emerald Advisors
Washington
$267K -$226K -1,987 -47%
SCG
2552
Sonata Capital Group
Washington
$266K – – –
PCMC
2553
Paragon Capital Management (Colorado)
Colorado
$266K +$795 +7 +0.3%
LF
2554
Lee Financial
Texas
$265K -$39.4K -347 -13%
TSWM
2555
Tyler-Stone Wealth Management
Ohio
$265K +$256K +2,254 New
BFG
2556
Berger Financial Group
Minnesota
$264K +$255K +2,246 New
FSC
2557
Full Sail Capital
Oklahoma
$262K +$224K +1,975 New
AWM
2558
Apollon Wealth Management
South Carolina
$261K -$1.32M -11,640 -84%
WBG
2559
Wharton Business Group
Pennsylvania
$260K +$252K +2,219 New
HC
2560
Henshaw Capital
Massachusetts
$259K – – –
APC
2561
Aspire Private Capital
North Carolina
$259K -$8.52K -75 -3%
SWA
2562
Sax Wealth Advisors
New Jersey
$259K +$250K +2,205 New
AC
2563
AlphaCore Capital
California
$257K -$3.75K -33 -1%
BBW
2564
Blue Barn Wealth
Utah
$257K -$568 -5 -0.2%
VBWMG
2565
Von Berge Wealth Management Group
California
$257K +$222K +1,955 New
SNBOSD
2566
Security National Bank of So Dak
Iowa
$256K +$17K +150 +7%
BI
2567
Blooom Inc
Kansas
$256K +$19.4K +171 +9%
PHAM
2568
Palisades Hudson Asset Management
Florida
$255K +$13.9K +122 +6%
PFA
2569
Pathway Financial Advisors
Vermont
$255K +$221K +1,945 New
AFAS
2570
Acorn Financial Advisory Services
Virginia
$255K +$246K +2,170 New
WCM
2571
Washburn Capital Management
Florida
$255K +$247K +2,175 New
EAM
2572
Empirical Asset Management
Massachusetts
$255K +$247K +2,176 New
MA
2573
Modus Advisors
Minnesota
$254K – – –
LA
2574
Lakeside Advisors
Washington
$254K +$246K +2,169 New
DM
2575
Diker Management
New York
$253K – – –
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103
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