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Name Holding Trade Value Shares
Change 		Change in
Stake
JE
1826
JMAC Enterprises
Pennsylvania
$206K +$149K +6,142 New
WPA
1827
Wealth Preservation Advisors
Tennessee
$205K -$8.12K -335 -5%
MFP
1828
Meridian Financial Partners
Virginia
$204K +$132K +5,461 New
FFP
1829
FourThought Financial Partners
Florida
$204K +$148K +6,091 New
ACGA
1830
Atlanta Consulting Group Advisors
Georgia
$204K +$147K +6,085 New
CIG
1831
Cascade Investment Group
Colorado
$204K +$147K +6,084 New
TWM
1832
TCFG Wealth Management
California
$204K +$147K +6,082 New
FFO
1833
Fortitude Family Office
Arizona
$204K +$29.5K +1,218 +25%
GEA
1834
Glen Eagle Advisors
New Jersey
$203K -$27.7K -1,144 -16%
PWAM
1835
Private Wealth Asset Management
Iowa
$203K – – –
CHA
1836
Cooper/Haims Advisors
New York
$203K +$147K +6,063 New
SLC
1837
Second Line Capital
Louisiana
$203K +$146K +6,046 New
TAM
1838
Trillium Asset Management
Massachusetts
$202K +$146K +6,018 New
RPSA
1839
Richard P. Slaughter Associates
Texas
$202K +$146K +6,017 New
QFA
1840
Quantum Financial Advisors
California
$201K +$145K +6,005 New
SWM
1841
Sterling Wealth Management
Illinois
$201K +$145K +5,985 New
CCB
1842
Country Club Bank
Missouri
$201K -$304K -12,546 -68%
GWP
1843
Gateway Wealth Partners
Wisconsin
$200K -$140K -5,762 -49%
SFS
1844
Security Financial Services
Indiana
$200K +$145K +5,968 New
LBC
1845
Leigh Baldwin & Co
New York
$200K +$145K +5,968 New
QP
1846
Quilter Plc
United Kingdom
$200K +$144K +5,964 New
BBPWM
1847
Blue Bell Private Wealth Management
Pennsylvania
$198K -$36.2K -1,495 -20%
MFC
1848
Mechanics Financial Corp
Ohio
$195K – – –
TC
1849
Truvestments Capital
Florida
$190K -$78.9K -3,256 -36%
IIC
1850
Integrated Investment Consultants
Michigan
$190K +$137K +5,666 New
72 73
74
75 76