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Name Holding Trade Value Shares
Change 		Change in
Stake
XWL
3001
XXI Wealth LLC
Illinois
$508K +$246K +676 +78%
BDF
3002
Black Diamond Financial
Maryland
$503K -$40.1K -110 -7%
CAM
3003
Chesapeake Asset Management
New York
$503K +$14.2K +39 +3%
PWA
3004
Primoris Wealth Advisors
Florida
$502K -$729 -2 -0.1%
AG
3005
AmeriFlex Group
Nevada
$501K +$19.7K +54 +4%
CWA
3006
CJM Wealth Advisers
Virginia
$501K +$10.6K +29 +2%
AFA
3007
AA Financial Advisors
Ohio
$501K -$62K -170 -10%
TWM
3008
Triton Wealth Management
Arizona
$501K -$49.6K -136 -8%
LFA
3009
Laraway Financial Advisors
Minnesota
$501K -$36.4K -100 -6%
EAM
3010
Evanson Asset Management
California
$501K -$27K -74 -5%
BW
3011
Blalock Williams
Alabama
$500K -$62K -170 -10%
PIA
3012
Pinion Investment Advisors
Kansas
$498K -$91.1K -250 -14%
BCM
3013
Bannerstone Capital Management
Minnesota
$498K -$25.1K -69 -4%
ML
3014
Mayport LLC
Massachusetts
$498K +$94K +258 +21%
SA
3015
Sonoma Allocations
California
$498K +$8.75K +24 +2%
PP
3016
PFS Partners
New Jersey
$497K +$729 +2 +0.1%
SGWP
3017
Sun Group Wealth Partners
California
$497K +$30.6K +84 +6%
BDFN
3018
Bond & Devick Financial Network
Minnesota
$496K -$27K -74 -5%
RWS
3019
Resolute Wealth Strategies
Mississippi
$495K +$43.7K +120 +9%
CCM
3020
Crabel Capital Management
California
$495K -$13.8K -38 -2%
SGC
3021
Slocum, Gordon & Co
Rhode Island
$494K -$52.8K -145 -9%
PCM
3022
Payne Capital Management
New York
$493K -$17.9K -49 -3%
SC
3023
Shay Capital
New York
$493K -$1.64M -4,500 -75%
WA1
3024
Wimmer Associates 1
California
$493K -$18.9K -52 -3%
ZRP
3025
Zynergy Retirement Planning
New Jersey
$493K -$20.4K -56 -4%
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121
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