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Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1051
DGS Capital Management
New Jersey
$208K +$65.1K +5,047 +47%
KCFA
1052
Key Client Fiduciary Advisors
New Jersey
$208K -$17.4K -1,353 -8%
RL
1053
Rogco LP
Oklahoma
$207K – – –
AIA
1054
Arbor Investment Advisors
North Carolina
$207K +$4.22K +327 +2%
PA
1055
Pinnacle Associates
New York
$205K +$13.9K +1,075 +7%
CWM
1056
Collaborative Wealth Management
Florida
$205K +$38.5K +2,985 +24%
WA
1057
Waddell & Associates
Tennessee
$204K +$201K +15,559 New
MCA
1058
Millennium Capital Advisors
Arkansas
$204K -$2.13K -165 -1%
MWM
1059
McMill Wealth Management
Nebraska
$203K – – –
ITIM
1060
Indiana Trust & Investment Management
Indiana
$202K – – –
LWP
1061
LMG Wealth Partners
Louisiana
$202K – – –
GT
1062
Glenview Trust
Kentucky
$202K +$41.1K +3,186 +26%
KJWM
1063
Kiley Juergens Wealth Management
Washington
$202K -$61.7K -4,786 -24%
BAM
1064
Berkshire Asset Management
Pennsylvania
$201K -$761 -59 -0.4%
RWP
1065
Ridgecrest Wealth Partners
California
$201K -$69.5K -5,391 -26%
PGF
1066
Plan Group Financial
Oklahoma
$201K – – –
PWG
1067
Portside Wealth Group
Utah
$201K +$13.8K +1,071 +8%
WRPWM
1068
Werba Rubin Papier Wealth Management
California
$200K +$17.2K +1,332 +10%
SIAG
1069
Safeguard Investment Advisory Group
California
$200K +$12.1K +936 +7%
ARG
1070
Advisory Resource Group
Oklahoma
$200K -$11.1K -860 -5%
SP
1071
Stonebrook Private
Michigan
$199K +$7.3K +566 +4%
AG
1072
AmeriFlex Group
Nevada
$199K -$43.3K -3,361 -18%
CWG
1073
Cornerstone Wealth Group
North Carolina
$199K +$13.4K +1,037 +7%
CFA
1074
Cahill Financial Advisors
Minnesota
$197K -$128K -9,918 -40%
QFA
1075
Quantum Financial Advisors
California
$197K +$17.2K +1,337 +10%
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