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Name Holding Trade Value Shares
Change 		Change in
Stake
UIM
2751
Unified Investment Management
Georgia
$219K – – –
SFGM
2752
Stonebridge Financial Group (Missouri)
Missouri
$218K +$211K +1,920 New
CCM
2753
CFO Capital Management
Connecticut
$218K +$211K +1,919 New
SL
2754
SWMG LLC
Texas
$218K -$4.41K -40 -2%
PWM
2755
Pursuit Wealth Management
Florida
$218K +$211K +1,915 New
GFP
2756
Guardian Financial Partners
California
$218K +$17.5K +159 +9%
DA
2757
Dash Acquisitions
California
$217K -$16.5K -150 -7%
IWP
2758
Innova Wealth Partners
Pennsylvania
$217K +$6.94K +63 +3%
SSC
2759
Syverson Strege & Co
Iowa
$217K -$19.3K -175 -8%
V
2760
VeraBank
Texas
$217K -$3.19K -29 -2%
FA
2761
FF Advisors
California
$216K -$1.65K -15 -0.8%
SFG
2762
Sather Financial Group
Texas
$216K – – –
VPF
2763
Vantage Point Financial
Illinois
$216K +$209K +1,899 New
PWMG
2764
Prestige Wealth Management Group
New Jersey
$216K -$533K -4,841 -72%
FFA
2765
Fairfield Financial Advisors
Massachusetts
$216K +$6.28K +57 +3%
ACM
2766
Alessandra Capital Management
California
$215K +$208K +1,892 New
TIA
2767
Tandem Investment Advisors
South Carolina
$215K +$208K +1,891 New
LIA
2768
Lynx Investment Advisory
District of Columbia
$215K -$6.72K -61 -3%
PWM
2769
Prosperity Wealth Management
California
$215K -$12.8K -116 -6%
HA
2770
Hofer & Associates
California
$215K +$208K +1,887 New
LWL
2771
Leo Wealth LLC
Texas
$215K +$208K +1,886 New
VA
2772
Verdad Advisers
Massachusetts
$214K +$207K +1,883 New
MSFP
2773
Mark Sheptoff Financial Planning
Connecticut
$214K – – –
PIMG
2774
Patriot Investment Management Group
Tennessee
$213K – – –
MA
2775
MKT Advisors
California
$213K +$206K +1,868 New
109 110
111
112 113