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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
3001
Cypress Capital
Tennessee
$19.1K +$18.6K +300 New
VWA
3002
Valued Wealth Advisors
Utah
$18.6K +$2.72K +44 +18%
FW
3003
Fairway Wealth
Ohio
$18.4K +$17.9K +289 New
CB
3004
Chris Bulman
California
$17K +$16.5K +267 New
SC
3005
Steph & Co
Wisconsin
$16.5K +$1.24K +20 +8%
JFG
3006
JDM Financial Group
Texas
$13.9K – – –
IWA
3007
IBEX Wealth Advisors
New Jersey
$13.5K +$13.1K +212 New
SRCM
3008
Signature Resources Capital Management
California
$12.9K – – –
SR
3009
Syntax Research
Florida
$12.7K – – –
SC
3010
Swan Capital
Florida
$12.7K +$12.4K +200 New
AIM
3011
Arcadia Investment Management
Michigan
$12.6K – – –
BFA
3012
BBJS Financial Advisors
Washington
$12.4K +$4.64K +75 +63%
RI
3013
Ridgewood Investments
New Jersey
$12.2K +$11.9K +192 New
AFWM
3014
Abich Financial Wealth Management
Virginia
$11.3K +$11K +178 New
OCM
3015
Osterweis Capital Management
California
$10.7K -$15.6K -252 -60%
NAAA
3016
New Age Alpha Advisors
New York
$10.5K +$10.2K +165 New
GIS
3017
Grayhawk Investment Strategies
Alberta, Canada
$9.8K – – –
EWP
3018
Elevation Wealth Partners
California
$9.63K – – –
IA
3019
IFS Advisors
Kansas
$9.42K – – –
NOI
3020
Newton One Investments
Delaware
$8.27K +$62 +1 +0.8%
OAJ
3021
Ogorek Anthony Joseph
New York
$8K -$5.32K -86 -40%
MWA
3022
Miller Wealth Advisors
Colorado
$7.89K – – –
BCC
3023
Biglari Capital Corp
Texas
$7.64K -$118K -1,900 -94%
WFA
3024
West Financial Advisors
Iowa
$7.26K – – –
CMA
3025
Cedar Mountain Advisors
Oregon
$6.3K -$2.91K -47 -32%
119 120
121
122 123