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Name Holding Trade Value Shares
Change 		Change in
Stake
FGA
3026
Fortis Group Advisors
New Jersey
$77.9K – – –
HCM
3027
Horrell Capital Management
Arkansas
$77K – – –
AW
3028
Avion Wealth
Texas
$77K +$1.2K +4 +2%
FFO
3029
Fortitude Family Office
Arizona
$75.2K +$903 +3 +1%
SC
3030
Solstein Capital
California
$74.9K – – –
NL
3031
Navalign LLC
California
$74.9K +$73.2K +243 New
GWSA
3032
Global Wealth Strategies & Associates
Colorado
$74.5K +$7.23K +24 +11%
CBT
3033
Crews Bank & Trust
Florida
$74.5K +$55.4K +184 +317%
CAL
3034
Capital Advisors Ltd
Ohio
$74K -$301 -1 -0.4%
MW
3035
Merited Wealth
Florida
$73.6K +$72K +239 New
HHMI
3036
Howard Hughes Medical Institute
Maryland
$70.2K – – –
AEPWM
3037
Atlantic Edge Private Wealth Management
Florida
$69.7K – – –
PWS
3038
Peterson Wealth Services
Utah
$69.6K -$218K -725 -76%
WT
3039
WHI Trust
Illinois
$69.3K +$67.8K +225 New
EF
3040
Entrust Financial
Pennsylvania
$69K +$67.5K +224 New
JWM
3041
Jessup Wealth Management
Ohio
$68.6K +$67.2K +223 New
MS
3042
Monetary Solutions
Ohio
$68.5K +$66.8K +222 New
MI
3043
Motiv8 Investments
Florida
$68K +$66.8K +222 New
RIP
3044
RAM Investment Partners
Washington
$65.9K +$64.4K +214 New
WAG
3045
Wilkerson Advisory Group
Missouri
$65.3K +$63.8K +212 New
PFO
3046
Pioneer Family Office
Florida
$65.3K +$63.8K +212 New
OCM
3047
Osbon Capital Management
Massachusetts
$65K +$63.5K +211 New
WG
3048
Wellington Group
Indiana
$64.7K +$63.2K +210 New
DWS
3049
Dynamic Wealth Strategies
California
$64.1K – – –
TFA
3050
Toth Financial Advisory
Virginia
$62.2K +$4.82K +16 +9%
120 121
122
123 124