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Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
2451
Delta Investment Management
California
$501K +$363K +3,585 New
FA
2452
FSA Advisors
Michigan
$501K +$368K +3,637 New
WA
2453
Westfuller Advisors
New York
$499K -$53.5K -529 -13%
FWM
2454
Foguth Wealth Management
Michigan
$499K +$6.47K +64 +1%
IFPG
2455
Intrepid Financial Planning Group
Indiana
$498K +$361K +3,567 New
WWM
2456
Wolff Wiese Magana
California
$498K -$101 -1 -0%
SP
2457
Sequent Planning
Nebraska
$497K +$360K +3,559 New
IWMO
2458
Integrated Wealth Management (Ohio)
Ohio
$497K +$360K +3,558 New
BCP
2459
Berkeley Capital Partners
Georgia
$497K +$360K +3,557 New
DWM
2460
Denver Wealth Management
Colorado
$496K +$359K +3,552 New
PRTG
2461
Post Resch Tallon Group
New York
$496K +$359K +3,552 New
RWS
2462
RASP Wealth Solutions
Indiana
$494K +$358K +3,538 New
IIA
2463
Integral Investment Advisors
California
$494K -$131K -1,300 -27%
HPG
2464
Harvest Portfolios Group
Ontario, Canada
$493K -$403K -3,982 -53%
FWM
2465
ForthRight Wealth Management
Georgia
$493K +$357K +3,531 New
BWL
2466
Bogart Wealth LLC
Virginia
$493K +$122K +1,207 +52%
LWA
2467
Lineweaver Wealth Advisors
Ohio
$492K +$357K +3,526 New
CWA
2468
Continuum Wealth Advisors
New York
$491K +$355K +3,515 New
WDC
2469
Woodward Diversified Capital
California
$490K -$41.2K -407 -10%
LCGC
2470
Legacy Capital Group California
California
$488K -$231K -2,287 -40%
BG
2471
Bollard Group
Massachusetts
$487K – – –
IA
2472
Invested Advisors
Pennsylvania
$487K +$353K +3,487 New
ET
2473
Equitable Trust
Tennessee
$486K +$352K +3,484 New
CWA
2474
CogentBlue Wealth Advisors
Tennessee
$486K +$352K +3,479 New
OCM
2475
Objective Capital Management
Ohio
$486K +$352K +3,478 New
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