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Name Holding Trade Value Shares
Change 		Change in
Stake
SSW
2951
Stone Summit Wealth
Florida
$260K -$37.7K -225 -12%
LCM
2952
Liberty Capital Management
Michigan
$260K -$5.03K -30 -2%
DCBT
2953
Dakota Community Bank & Trust
North Dakota
$260K -$54.5K -325 -17%
RWA
2954
Rooted Wealth Advisors
Illinois
$260K +$253K +1,507 New
AIA
2955
AIMZ Investment Advisors
California
$260K -$27.7K -165 -9%
ICA
2956
Infrastructure Capital Advisors
New York
$260K -$684K -4,078 -72%
SAM
2957
Sequent Asset Management
Texas
$259K – – –
RBCM
2958
Raub Brock Capital Management
California
$258K +$1.01K +6 +0.4%
BA
2959
BCM Advisors
Louisiana
$258K – – –
MAM
2960
McCarthy Asset Management
California
$258K -$4.69K -28 -2%
TWD
2961
True Wealth Design
Ohio
$258K +$134K +801 +103%
IEFM
2962
IQ EQ Fund Management
Ireland
$257K -$4.59M -27,378 -95%
CC
2963
Constitution Capital
Connecticut
$257K +$33.5K +200 +15%
AWA
2964
Alta Wealth Advisors
Massachusetts
$257K +$16.9K +101 +7%
SFG
2965
SNS Financial Group
Minnesota
$257K -$3.35K -20 -1%
GCP
2966
GSA Capital Partners
United Kingdom
$256K +$264K +1,572 New
WFS
2967
Walker Financial Services
Kentucky
$256K – – –
P
2968
Paradiem
Louisiana
$256K – – –
ACA
2969
Atlas Capital Advisors
Wyoming
$255K – – –
FS
2970
Ferguson Shapiro
Georgia
$255K +$1.17K +7 +0.5%
CWM
2971
Collaborative Wealth Management
Florida
$255K -$20.3K -121 -7%
TC
2972
Trilogy Capital
California
$254K -$28.5K -170 -10%
PFA
2973
Pathway Financial Advisors
Vermont
$254K -$4.53K -27 -2%
KCM
2974
Kathmere Capital Management
Pennsylvania
$254K +$3.35K +20 +1%
PA
2975
Parkside Advisors
California
$254K +$6.71K +40 +3%
117 118
119
120 121