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Name Holding Trade Value Shares
Change 		Change in
Stake
BFAG
2751
Blackston Financial Advisory Group
Florida
$694K -$567K -1,454 -43%
BHWM
2752
Beaird Harris Wealth Management
Texas
$693K +$390 +1 +0.1%
SFG
2753
SNS Financial Group
Minnesota
$692K +$3.51K +9 +0.5%
FWI
2754
Facet Wealth Inc
Maryland
$692K -$115K -294 -13%
EBWM
2755
Eagle Bluffs Wealth Management
Missouri
$691K – – –
MWM
2756
Mindset Wealth Management
Indiana
$690K +$120K +309 +20%
JCM
2757
Jag Capital Management
Missouri
$689K -$390 -1 -0.1%
TCM
2758
Towercrest Capital Management
Pennsylvania
$689K -$126K -323 -15%
MCM
2759
Marathon Capital Management
Maryland
$689K – – –
C1AG
2760
Client 1st Advisory Group
Florida
$688K +$10.5K +27 +1%
FA
2761
Fermata Advisors
California
$688K +$147K +376 +25%
HBS
2762
Howard Bailey Securities
Indiana
$688K +$172K +441 +31%
TBWA
2763
Three Bridge Wealth Advisors
California
$688K -$10.5K -27 -1%
HPM
2764
Hoxton Planning & Management
West Virginia
$688K -$9.74K -25 -1%
VBWMG
2765
Von Berge Wealth Management Group
California
$688K +$49.1K +126 +7%
SXL
2766
Summit X LLC
Missouri
$687K +$15.2K +39 +2%
API
2767
Asset Planning Inc
California
$687K +$43.3K +111 +6%
MAG
2768
MRA Advisory Group
New Jersey
$686K +$67.8K +174 +10%
BHCM
2769
Brevan Howard Capital Management
Jersey
$685K -$5.35M -13,727 -88%
FFL
2770
Future Fund LLC
Illinois
$685K +$728K +1,869 New
CWP
2771
Clark Wealth Partners
Illinois
$684K +$9.74K +25 +1%
PB
2772
Pinnacle Bancorp
Nebraska
$683K +$19.9K +51 +3%
SI
2773
Severin Investments
Missouri
$683K +$7.79K +20 +1%
CWM
2774
CCG Wealth Management
California
$681K -$75.2K -193 -9%
SIC
2775
Sage Investment Counsel
Tennessee
$681K – – –
109 110
111
112 113