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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
2676
CFO4Life Group
Texas
$886K -$57.4K -315 -7%
SIC
2677
SJS Investment Consulting
Ohio
$885K +$62.7K +344 +9%
EFP
2678
Elser Financial Planning
Indiana
$883K +$365 +2 +0%
HA
2679
Huntleigh Advisors
Missouri
$882K +$251K +1,377 +48%
FFG
2680
Frisch Financial Group
New York
$882K +$68.4K +375 +10%
SWIM
2681
Smallwood Wealth Investment Management
New Jersey
$881K – – –
LAIC
2682
Lederer & Associates Investment Counsel
California
$880K +$18.2K +100 +2%
AA
2683
AF Advisors
California
$879K -$912 -5 -0.1%
C1AG
2684
Client 1st Advisory Group
Florida
$876K -$35.7K -196 -4%
LWM
2685
LeConte Wealth Management
Tennessee
$876K +$14.6K +80 +2%
FFO
2686
Fiduciary Family Office
Florida
$875K -$85.7K -470 -10%
CWAF
2687
Core Wealth Advisors (Florida)
Florida
$875K – – –
DBIA
2688
Dumont & Blake Investment Advisors
New Jersey
$874K -$553K -3,030 -42%
CFO
2689
Collective Family Office
Pennsylvania
$873K -$94.3K -517 -11%
AW
2690
Avion Wealth
Texas
$872K +$14.8K +81 +2%
FWTB
2691
First Western Trust Bank
Colorado
$871K +$45.8K +251 +6%
EC
2692
EdgeRock Capital
Colorado
$871K +$62.7K +344 +9%
AAM
2693
AMI Asset Management
California
$870K -$359K -1,970 -32%
MEG
2694
Millstone Evans Group
Colorado
$869K +$11.7K +64 +2%
AF
2695
Apollon Financial
South Carolina
$869K +$23K +126 +3%
FI
2696
Fractal Investments
Connecticut
$869K – – –
QCM
2697
Qsemble Capital Management
New York
$868K -$10.7M -58,541 -93%
SPWM
2698
Spartan Planning & Wealth Management
North Carolina
$867K +$764K +4,189 New
BWP
2699
Bernardo Wealth Planning
Pennsylvania
$867K -$4.56K -25 -0.6%
CL
2700
CPWA LLC
Oregon
$866K +$855K +4,689 New
106 107
108
109 110