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DIS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
2551
Capital CS Group
California
$303K -$10.1K -100 -3%
LWMG
2552
Levy Wealth Management Group
Pennsylvania
$303K – – –
CFO
2553
Custos Family Office
Texas
$303K – – –
XT
2554
XTX Topco
Cayman Islands
$302K -$2.27M -22,523 -88%
KA
2555
Kearns & Associates
California
$302K – – –
NWM
2556
Northwest Wealth Management
Iowa
$302K +$11.1K +110 +4%
SL
2557
Sentinus LLC
Illinois
$301K +$303K +3,002 New
CAS
2558
Coppell Advisory Solutions
Texas
$300K -$32.8K -325 -10%
CASC
2559
Coppell Advisory Solutions Corp
Texas
$300K -$32.8K -325 -10%
KA
2560
Kercheville Advisors
Texas
$300K -$20.2K -200 -6%
CWM
2561
Centric Wealth Management
Illinois
$300K +$13.4K +133 +5%
FC
2562
Financial Council
Maryland
$299K – – –
FVWA
2563
Foster Victor Wealth Advisors
South Carolina
$298K -$13.5K -134 -4%
SWRP
2564
Summit Wealth & Retirement Planning
California
$298K +$5.04K +50 +2%
BI
2565
Ballast Inc
Kentucky
$298K +$14.3K +142 +5%
TA
2566
TruWealth Advisors
Louisiana
$297K -$28.6K -284 -9%
PCA
2567
Prosperity Capital Advisors
Ohio
$297K -$101 -1 -0%
IPW
2568
Invictus Private Wealth
Colorado
$297K +$299K +2,966 New
CPA
2569
Cardiff Park Advisors
California
$296K – – –
BFA
2570
Benedict Financial Advisors
Georgia
$296K -$3.43K -34 -1%
CHA
2571
Cooper/Haims Advisors
New York
$295K -$59.8K -593 -17%
ECG
2572
EPIQ Capital Group
California
$295K -$20.2K -200 -6%
TCM
2573
Tradewinds Capital Management
Washington
$294K -$12.8K -127 -4%
NRC
2574
New Republic Capital
North Carolina
$294K +$296K +2,933 New
BWA
2575
Blodgett Wealth Advisors
California
$293K -$42.8K -425 -13%
101 102
103
104 105