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Name Holding Trade Value Shares
Change 		Change in
Stake
BWS
2951
Broadway Wealth Solutions
Texas
$368K +$17.8K +126 +5%
DWA
2952
Delos Wealth Advisors
Texas
$367K +$141 +1 +0%
LG
2953
Leuthold Group
Minnesota
$366K +$361K +2,559 New
ACL
2954
Applied Capital LLC
Florida
$366K +$360K +2,555 New
JF
2955
JSF Financial
California
$366K +$36.1K +256 +11%
LAS
2956
LWM Advisory Services
Florida
$365K -$7.05K -50 -2%
PWP
2957
Precedent Wealth Partners
Texas
$365K +$8.74K +62 +2%
MWP
2958
Madison Wealth Partners
Wisconsin
$365K +$282 +2 +0.1%
TCM
2959
TD Capital Management
Tennessee
$365K +$208K +1,476 +138%
LF
2960
Lee Financial
Texas
$365K -$112K -797 -24%
AT
2961
American Trust
Kentucky
$365K +$116K +821 +48%
KA
2962
Kooman & Associates
Pennsylvania
$364K -$5.78K -41 -2%
BAS
2963
Brueske Advisory Services
Washington
$362K -$12.1K -86 -3%
SA
2964
SRH Advisors
Kansas
$362K – – –
RIA
2965
Richwood Investment Advisors
Ohio
$362K -$15.1K -107 -4%
ZI
2966
ZEGA Investments
Florida
$362K -$35K -248 -9%
LWM
2967
LongView Wealth Management
Georgia
$361K -$93.9K -666 -21%
RBFC
2968
Roman Butler Fullerton & Co
Missouri
$361K -$24.7K -175 -7%
DO
2969
denkapparat Operations
Germany
$361K -$390K -2,764 -52%
JSL
2970
JT Stratford LLC
Georgia
$361K -$67.2K -477 -16%
CPC
2971
Congress Park Capital
New York
$360K -$156K -1,110 -31%
SSW
2972
Smith Shellnut Wilson
Mississippi
$360K -$115K -813 -24%
BW
2973
Basepoint Wealth
Iowa
$360K +$10.9K +77 +3%
W
2974
WPWealth
Texas
$360K +$354K +2,511 New
KOMWMG
2975
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$359K +$7.19K +51 +2%
117 118
119
120 121