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Name Holding Trade Value Shares
Change 		Change in
Stake
DFS
1826
Dixon Fnancial Services
California
$206K +$149K +6,149 New
CWA
1827
Centerline Wealth Advisors
Kentucky
$206K +$149K +6,143 New
JE
1828
JMAC Enterprises
Pennsylvania
$206K +$149K +6,142 New
WPA
1829
Wealth Preservation Advisors
Tennessee
$205K -$8.12K -335 -5%
MFP
1830
Meridian Financial Partners
Virginia
$204K +$132K +5,461 New
FFP
1831
FourThought Financial Partners
Florida
$204K +$148K +6,091 New
ACGA
1832
Atlanta Consulting Group Advisors
Georgia
$204K +$147K +6,085 New
CIG
1833
Cascade Investment Group
Colorado
$204K +$147K +6,084 New
TWM
1834
TCFG Wealth Management
California
$204K +$147K +6,082 New
FFO
1835
Fortitude Family Office
Arizona
$204K +$29.5K +1,218 +25%
GEA
1836
Glen Eagle Advisors
New Jersey
$203K -$27.7K -1,144 -16%
PWAM
1837
Private Wealth Asset Management
Iowa
$203K – – –
CHA
1838
Cooper/Haims Advisors
New York
$203K +$147K +6,063 New
SLC
1839
Second Line Capital
Louisiana
$203K +$146K +6,046 New
TAM
1840
Trillium Asset Management
Massachusetts
$202K +$146K +6,018 New
RPSA
1841
Richard P. Slaughter Associates
Texas
$202K +$146K +6,017 New
QFA
1842
Quantum Financial Advisors
California
$201K +$145K +6,005 New
SWM
1843
Sterling Wealth Management
Illinois
$201K +$145K +5,985 New
CCB
1844
Country Club Bank
Missouri
$201K -$304K -12,546 -68%
GWP
1845
Gateway Wealth Partners
Wisconsin
$200K -$140K -5,762 -49%
SFS
1846
Security Financial Services
Indiana
$200K +$145K +5,968 New
LBC
1847
Leigh Baldwin & Co
New York
$200K +$145K +5,968 New
QP
1848
Quilter Plc
United Kingdom
$200K +$144K +5,964 New
BBPWM
1849
Blue Bell Private Wealth Management
Pennsylvania
$198K -$36.2K -1,495 -20%
MFC
1850
Mechanics Financial Corp
Ohio
$195K – – –
72 73
74
75 76