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Name Holding Trade Value Shares
Change 		Change in
Stake
APA
2876
Astoria Portfolio Advisors
New York
$212K +$187K +1,304 New
BA
2877
Bridge Advisory
California
$211K +$186K +1,295 New
SWA
2878
Safir Wealth Advisors
New Hampshire
$211K +$186K +1,298 New
RWRC
2879
R.W. Roge & Company
New York
$210K +$185K +1,290 New
IA
2880
Inspire Advisors
Idaho
$210K +$185K +1,291 New
GC
2881
GFG Capital
Florida
$210K +$185K +1,292 New
GSIS
2882
Global Strategic Investment Solutions
Arizona
$210K +$185K +1,292 New
RRC
2883
Relaxing Retirement Coach
Massachusetts
$210K +$185K +1,292 New
LPP
2884
Life Planning Partners
Florida
$209K – – –
TFA
2885
Trinity Financial Advisors
Ohio
$209K +$184K +1,281 New
CIM
2886
Cambria Investment Management
California
$208K -$3.58M -24,968 -95%
ACM
2887
Antonetti Capital Management
Florida
$208K -$530K -3,695 -74%
CFG
2888
CKW Financial Group
Hawaii
$208K +$13.2K +92 +8%
BAM
2889
Bruderman Asset Management
New York
$207K -$84.9K -592 -32%
GJCM
2890
Grand Jean Capital Management
California
$207K +$183K +1,273 New
SWP
2891
Summit Wealth Partners
Florida
$206K +$182K +1,266 New
CT
2892
Clearstead Trust
Maine
$206K – – –
HCM
2893
Highview Capital Management
Illinois
$206K +$181K +1,263 New
BWA
2894
Burt Wealth Advisors
Maryland
$205K +$180K +1,256 New
DSA
2895
Droms Strauss Advisors
Missouri
$204K +$177K +1,232 New
WFS
2896
Walker Financial Services
Kentucky
$203K +$179K +1,248 New
FVWA
2897
Foster Victor Wealth Advisors
South Carolina
$203K +$177K +1,234 New
MIG
2898
McGuire Investment Group
Rhode Island
$203K +$179K +1,248 New
TC
2899
Tatro Capital
Kentucky
$202K +$178K +1,238 New
IF
2900
Integrity Financial
Wyoming
$202K +$178K +1,240 New
114 115
116
117 118