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Name Holding Trade Value Shares
Change 		Change in
Stake
SL
3526
StoryOne LLC
Kansas
$258K – – –
OPWM
3527
Oakwell Private Wealth Management
Texas
$258K -$159K -1,047 -38%
IIM
3528
InTrack Investment Management
Vermont
$258K +$10.1K +66 +4%
PWMG
3529
Prestige Wealth Management Group
New Jersey
$257K +$16.3K +107 +7%
AFT
3530
Alpha Family Trust
California
$257K – – –
SOAG
3531
Silver Oak Advisory Group
Oregon
$256K – – –
HPM
3532
Hoxton Planning & Management
West Virginia
$256K +$4.87K +32 +2%
WLIM
3533
White Lighthouse Investment Management
Massachusetts
$255K +$4.87K +32 +2%
GF
3534
GGM Financials
Ohio
$255K +$2.13K +14 +0.8%
CCM
3535
Consolidated Capital Management
California
$254K +$254K +1,669 New
B
3536
Bayban
Minnesota
$254K +$254K +1,669 New
PGAM
3537
Princeton Global Asset Management
New Jersey
$254K +$34.4K +226 +16%
ACA
3538
Arsenal Capital Advisors
Pennsylvania
$254K +$254K +1,666 New
GCM
3539
G2 Capital Management
Ohio
$254K +$2.29K +15 +0.9%
KCM
3540
KRS Capital Management
Michigan
$253K -$11.6K -76 -4%
CWA
3541
Cura Wealth Advisors
Illinois
$253K -$6.85K -45 -3%
SHWM
3542
Smith & Howard Wealth Management
Georgia
$252K – – –
AWM
3543
Ariadne Wealth Management
California
$252K -$20.7K -136 -9%
FDS
3544
First Dallas Securities
Texas
$251K -$41.9K -275 -14%
CNBOF
3545
City National Bank of Florida
Florida
$251K -$457 -3 -0.2%
LI
3546
LVZ Inc
Michigan
$251K +$3.2K +21 +1%
SPWG
3547
Syntegra Private Wealth Group
Missouri
$251K -$20.9K -137 -8%
BGIM
3548
Brandywine Global Investment Management
Pennsylvania
$251K -$43.4M -284,844 -99%
BCP
3549
Blue Chip Partners
Michigan
$251K -$26.2K -172 -9%
HP
3550
Hilltop Partners
Indiana
$251K -$43.7K -287 -15%
140 141
142
143 144