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Name Holding Trade Value Shares
Change 		Change in
Stake
WFC
2301
Western Financial Corp
California
$244K +$227K +2,324 New
AC
2302
Applied Capital
Arkansas
$242K +$225K +2,308 New
GC
2303
Gruss & Co
Florida
$241K -$293K -3,000 -57%
EWM
2304
Elite Wealth Management
Washington
$241K -$65.1K -667 -22%
BWM
2305
BigSur Wealth Management
Florida
$241K +$225K +2,300 New
FPWM
2306
FSB Premier Wealth Management
Iowa
$241K +$225K +2,308 New
BC
2307
Brio Consultants
California
$239K +$223K +2,279 New
EA
2308
Ellsworth Advisors
Ohio
$239K +$223K +2,281 New
BOM
2309
Bank of Marin
California
$239K +$223K +2,283 New
OIM
2310
Oder Investment Management
California
$238K -$35.3K -361 -14%
ONST
2311
Old North State Trust
North Carolina
$238K +$16.5K +169 +8%
FCFC
2312
First Citizens Financial Corp
Iowa
$237K -$22.8K -234 -9%
LAS
2313
Lloyd Advisory Services
Georgia
$237K -$10.7K -110 -5%
PFA
2314
Pathway Financial Advisors
Vermont
$237K -$9.28K -95 -4%
MFW
2315
Meristem Family Wealth
Minnesota
$236K -$20.7K -212 -9%
SFP
2316
Sterling Financial Planning
New Jersey
$236K +$7.32K +75 +3%
GCA
2317
Gradient Capital Advisors
California
$236K +$220K +2,251 New
CWA
2318
Capital Wealth Alliance
Arizona
$236K +$220K +2,254 New
LSC
2319
Lesa Sroufe & Co
Washington
$236K +$220K +2,255 New
TCWA
2320
Ten Capital Wealth Advisors
Washington
$235K – – –
LP
2321
LGL Partners
Pennsylvania
$234K +$218K +2,233 New
CA
2322
Corrado Advisors
New Jersey
$234K +$218K +2,234 New
MA
2323
Modus Advisors
Minnesota
$234K +$218K +2,234 New
MPPLM
2324
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$233K -$144K -1,473 -31%
P
2325
Paradiem
Louisiana
$233K +$215K +2,198 New
91 92
93
94 95