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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
3026
Inspirion Wealth Advisors
Illinois
$270K +$215K +2,129 New
PCMC
3027
Paragon Capital Management (Colorado)
Colorado
$270K +$196K +1,935 New
DWS
3028
Discipline Wealth Solutions
South Carolina
$270K +$196K +1,935 New
BFP
3029
Birchwood Financial Partners
Minnesota
$270K – – –
ZC
3030
Zeit Capital
Colorado
$270K +$48.8K +483 +33%
DF
3031
Dunhill Financial
United Kingdom
$269K -$300K -2,971 -61%
FFO
3032
Fortitude Family Office
Arizona
$268K +$73.6K +728 +61%
OFA
3033
Oak Family Advisors
Illinois
$268K +$194K +1,920 New
NFA
3034
Northwest Financial Advisors
Virginia
$268K +$194K +1,919 New
YWS
3035
Yarger Wealth Strategies
Ohio
$267K +$246K +2,435 New
PWP
3036
Prasad Wealth Partners
Ohio
$267K +$194K +1,915 New
JWWM
3037
Johnson & White Wealth Management
Pennsylvania
$267K +$193K +1,911 New
SM
3038
Sensible Money
Arizona
$266K +$193K +1,908 New
TCM
3039
Towercrest Capital Management
Pennsylvania
$266K +$193K +1,904 New
BSAM
3040
Blue Square Asset Management
New York
$265K +$192K +1,900 New
BWM
3041
Brown Wealth Management
Illinois
$265K +$192K +1,896 New
BAMG
3042
Brand Asset Management Group
Missouri
$265K +$192K +1,895 New
SLWA
3043
San Luis Wealth Advisors
California
$264K +$191K +1,893 New
GG
3044
GenWealth Group
New Jersey
$264K +$191K +1,890 New
IVP
3045
Intrinsic Value Partners
Arizona
$264K +$191K +1,890 New
PFA
3046
Providence Financial Advisors
Kansas
$264K +$191K +1,889 New
IWB
3047
Innovative Wealth Building
Maryland
$264K +$191K +1,888 New
KIC
3048
Kensington Investment Counsel
California
$263K +$191K +1,886 New
AAM
3049
Advisors Asset Management
Colorado
$263K -$3.88M -38,339 -95%
CP
3050
Castleview Partners
Texas
$263K +$190K +1,881 New
120 121
122
123 124