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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2751
Cabot Wealth Management
Massachusetts
$294K +$24K +359 +10%
CI
2752
Cherokee Insurance
Michigan
$294K – – –
GWCM
2753
Godshalk Welsh Capital Management
Pennsylvania
$294K – – –
DC
2754
DeDora Capital
California
$294K -$54.1K -810 -17%
DWAM
2755
Duncan Williams Asset Management
Tennessee
$293K -$33.9K -507 -11%
PFM
2756
Phillips Financial Management
Indiana
$293K +$17.1K +256 +7%
FWP
2757
Falcon Wealth Planning
California
$293K +$273K +4,092 New
HG
2758
Harbor Group
New Hampshire
$293K – – –
KSWWM
2759
Keyes Stange & Wooten Wealth Management
Florida
$292K – – –
OL
2760
Owen LaRue
Kentucky
$292K -$454K -6,804 -63%
WP
2761
WealthPLAN Partners
Nebraska
$292K -$69.6K -1,042 -20%
TA
2762
TruWealth Advisors
Louisiana
$291K -$10.8K -162 -4%
CWM
2763
CarsonAllaria Wealth Management
Illinois
$291K -$67 -1 -0%
GA
2764
GSG Advisors
New Jersey
$291K -$3.54K -53 -1%
SAM
2765
Strategy Asset Managers
California
$291K – – –
EFG
2766
Ethos Financial Group
Pennsylvania
$291K +$10.1K +151 +3%
R
2767
Rebalance
California
$291K +$67 +1 +0%
VC
2768
Vicus Capital
Pennsylvania
$290K -$83.7K -1,253 -24%
OP
2769
ORG Partners
Indiana
$289K +$202K +3,018 +90%
FIBT
2770
First International Bank & Trust
North Dakota
$289K – – –
SCM
2771
SOL Capital Management
Maryland
$289K – – –
BCM
2772
Bienville Capital Management
New York
$289K -$411K -6,155 -61%
SHFA
2773
SC&H Financial Advisors
Maryland
$288K +$269K +4,028 New
NWAG
2774
Net Worth Advisory Group
Utah
$288K +$6.95K +104 +3%
CIR
2775
Clear Investment Research
Georgia
$288K +$205K +3,074 +324%
109 110
111
112 113