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Name Holding Trade Value Shares
Change 		Change in
Stake
SP
2476
Sequent Planning
Nebraska
$497K +$360K +3,559 New
IWMO
2477
Integrated Wealth Management (Ohio)
Ohio
$497K +$360K +3,558 New
BCP
2478
Berkeley Capital Partners
Georgia
$497K +$360K +3,557 New
DWM
2479
Denver Wealth Management
Colorado
$496K +$359K +3,552 New
PRTG
2480
Post Resch Tallon Group
New York
$496K +$359K +3,552 New
RWS
2481
RASP Wealth Solutions
Indiana
$494K +$358K +3,538 New
IIA
2482
Integral Investment Advisors
California
$494K -$131K -1,300 -27%
HPG
2483
Harvest Portfolios Group
Ontario, Canada
$493K -$403K -3,982 -53%
FWM
2484
ForthRight Wealth Management
Georgia
$493K +$357K +3,531 New
BWL
2485
Bogart Wealth LLC
Virginia
$493K +$122K +1,207 +52%
LWA
2486
Lineweaver Wealth Advisors
Ohio
$492K +$357K +3,526 New
CWA
2487
Continuum Wealth Advisors
New York
$491K +$355K +3,515 New
WDC
2488
Woodward Diversified Capital
California
$490K -$41.2K -407 -10%
LCGC
2489
Legacy Capital Group California
California
$488K -$231K -2,287 -40%
BG
2490
Bollard Group
Massachusetts
$487K – – –
IA
2491
Invested Advisors
Pennsylvania
$487K +$353K +3,487 New
ET
2492
Equitable Trust
Tennessee
$486K +$352K +3,484 New
CWA
2493
CogentBlue Wealth Advisors
Tennessee
$486K +$352K +3,479 New
OCM
2494
Objective Capital Management
Ohio
$486K +$352K +3,478 New
LA
2495
LexAurum Advisors
Kansas
$484K +$350K +3,466 New
CFS
2496
CRA Financial Services
New Jersey
$482K +$349K +3,455 New
VDC
2497
Van Diest Capital
Iowa
$482K -$314K -3,110 -47%
WDA
2498
Wendell David Associates
New Hampshire
$482K +$349K +3,450 New
SAM
2499
Summit Asset Management
Tennessee
$482K +$349K +3,451 New
SWA
2500
SFMG Wealth Advisors
Texas
$482K +$349K +3,450 New
98 99
100
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