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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
3201
AXS Investments
New York
$220K -$102K -1,350 -32%
CWM
3202
Cherrydale Wealth Management
New Jersey
$220K +$1.89K +25 +0.9%
GCM
3203
Gibraltar Capital Management
Oklahoma
$219K +$218K +2,886 New
AFG
3204
ABLE Financial Group
Arizona
$219K +$378 +5 +0.2%
CA
3205
Claris Advisors
Missouri
$219K – – –
GCP
3206
Gill Capital Partners
Colorado
$219K – – –
IWM
3207
IMG Wealth Management
Florida
$219K -$27.4K -363 -11%
LI
3208
LifeWealth Investments
Florida
$219K -$13.9K -184 -6%
SWM
3209
Shakespeare Wealth Management
Wisconsin
$218K – – –
SC
3210
Schubert & Co
Texas
$218K +$216K +2,863 New
HWM
3211
Hohimer Wealth Management
Washington
$218K +$216K +2,862 New
NRW
3212
Nova R Wealth
Kansas
$218K +$216K +2,861 New
PWP
3213
Parkwoods Wealth Partners
New York
$217K +$216K +2,859 New
WW
3214
Westshore Wealth
California
$217K -$15.1K -200 -7%
AAM
3215
Alphadyne Asset Management
New York
$217K -$254K -3,366 -54%
MFG
3216
Menard Financial Group
Texas
$217K +$216K +2,854 New
CCM
3217
Carderock Capital Management
Maryland
$217K +$215K +2,850 New
PWA
3218
Physician Wealth Advisors
Utah
$216K +$17.8K +235 +9%
JC
3219
JM2 Capital
Oklahoma
$216K +$215K +2,841 New
TI
3220
Truepoint Inc
Ohio
$216K -$321K -4,242 -60%
SPI
3221
Santori & Peters Inc
Pennsylvania
$216K +$215K +2,840 New
SMA
3222
Sage Mountain Advisors
Georgia
$215K -$2.03M -26,811 -90%
WP
3223
WealthSpring Partners
California
$215K +$214K +2,826 New
ACA
3224
Atlas Capital Advisors
Wyoming
$215K +$14.9K +197 +7%
NF
3225
Nikulski Financial
Iowa
$215K +$213K +2,818 New
127 128
129
130 131