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Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
3301
AFG Fiduciary Services
Massachusetts
$204K – – –
JTWM
3302
Jackson Thornton Wealth Management
Alabama
$204K -$957 -6 -0.5%
LC
3303
Lavaca Capital
Texas
$204K – – –
ELM
3304
Elite Life Management
Florida
$204K -$957 -6 -0.5%
BF
3305
Blankinship & Foster
California
$204K – – –
AWA
3306
Aquire Wealth Advisors
Utah
$204K – – –
SMH
3307
Sanders Morris Harris
Texas
$203K +$207K +1,300 New
EL
3308
EWA LLC
Pennsylvania
$203K +$210K +1,319 New
JCM
3309
Jag Capital Management
Missouri
$203K -$246K -1,540 -54%
HWP
3310
Heritage Wealth Partners
Ohio
$203K -$13.6K -85 -6%
HWM
3311
Howard Wealth Management
Connecticut
$203K – – –
DGI
3312
Disciplined Growth Investors
Minnesota
$203K – – –
WAS
3313
WESPAC Advisors SoCal
California
$202K -$15.6K -98 -7%
DA
3314
Detalus Advisors
Missouri
$202K +$206K +1,292 New
CA
3315
Cumberland Advisors
Florida
$202K – – –
ASC
3316
Atalanta Sosnoff Capital
New York
$202K -$26K -163 -11%
RWRC
3317
R.W. Roge & Company
New York
$201K -$15.9K -100 -7%
CFG
3318
CKW Financial Group
Hawaii
$201K +$478 +3 +0.2%
LPP
3319
Life Planning Partners
Florida
$201K – – –
WWP
3320
WR Wealth Planners
Missouri
$201K +$3.03K +19 +2%
IC
3321
Iconiq Capital
California
$201K +$204K +1,282 New
BRG
3322
Bay Rivers Group
Virginia
$200K +$204K +1,280 New
GSC
3323
Ground Swell Capital
South Carolina
$200K +$204K +1,280 New
AMM
3324
American Money Management
California
$200K – – –
CWAF
3325
Core Wealth Advisors (Florida)
Florida
$200K +$14.2K +89 +7%
131 132
133
134 135