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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
2301
Applied Capital
Arkansas
$242K +$225K +2,308 New
GC
2302
Gruss & Co
Florida
$241K -$293K -3,000 -57%
EWM
2303
Elite Wealth Management
Washington
$241K -$65.1K -667 -22%
BWM
2304
BigSur Wealth Management
Florida
$241K +$225K +2,300 New
FPWM
2305
FSB Premier Wealth Management
Iowa
$241K +$225K +2,308 New
BC
2306
Brio Consultants
California
$239K +$223K +2,279 New
EA
2307
Ellsworth Advisors
Ohio
$239K +$223K +2,281 New
BOM
2308
Bank of Marin
California
$239K +$223K +2,283 New
OIM
2309
Oder Investment Management
California
$238K -$35.3K -361 -14%
ONST
2310
Old North State Trust
North Carolina
$238K +$16.5K +169 +8%
FCFC
2311
First Citizens Financial Corp
Iowa
$237K -$22.8K -234 -9%
LAS
2312
Lloyd Advisory Services
Georgia
$237K -$10.7K -110 -5%
PFA
2313
Pathway Financial Advisors
Vermont
$237K -$9.28K -95 -4%
MFW
2314
Meristem Family Wealth
Minnesota
$236K -$20.7K -212 -9%
SFP
2315
Sterling Financial Planning
New Jersey
$236K +$7.32K +75 +3%
GCA
2316
Gradient Capital Advisors
California
$236K +$220K +2,251 New
CWA
2317
Capital Wealth Alliance
Arizona
$236K +$220K +2,254 New
LSC
2318
Lesa Sroufe & Co
Washington
$236K +$220K +2,255 New
TCWA
2319
Ten Capital Wealth Advisors
Washington
$235K – – –
LP
2320
LGL Partners
Pennsylvania
$234K +$218K +2,233 New
CA
2321
Corrado Advisors
New Jersey
$234K +$218K +2,234 New
MA
2322
Modus Advisors
Minnesota
$234K +$218K +2,234 New
MPPLM
2323
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$233K -$144K -1,473 -31%
P
2324
Paradiem
Louisiana
$233K +$215K +2,198 New
WBG
2325
Wharton Business Group
Pennsylvania
$233K +$217K +2,219 New
91 92
93
94 95