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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
3151
Cypress Capital
Tennessee
$249K +$245K +443 New
DWM
3152
Daner Wealth Management
Georgia
$248K +$239K +432 New
ZI
3153
ZEGA Investments
Florida
$247K – – –
OCG
3154
Opus Capital Group
Ohio
$247K – – –
VCWM
3155
Vista Cima Wealth Management
Arizona
$246K -$2.21K -4 -0.9%
FDS
3156
Freedom Day Solutions
Texas
$245K -$23.2K -42 -9%
LWM
3157
LJI Wealth Management
Indiana
$244K -$33.2K -60 -12%
SWM
3158
Sterling Wealth Management
Illinois
$244K +$241K +435 New
TI
3159
Truepoint Inc
Ohio
$243K -$4.42K -8 -2%
SIAP
3160
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$242K +$238K +431 New
IPW
3161
Impact Partnership Wealth
Georgia
$242K -$16.6K -30 -7%
MMA
3162
Mizuho Markets Americas
New York
$242K +$238K +430 New
I
3163
IMPACTfolio
Colorado
$241K – – –
WCM
3164
Warburton Capital Management
Oklahoma
$241K +$30.4K +55 +15%
BIM
3165
Bullseye Investment Management
Ohio
$241K – – –
ICM
3166
Intrepid Capital Management
Florida
$241K – – –
VHAM
3167
Van Hulzen Asset Management
California
$240K +$18.8K +34 +9%
KWA
3168
Kondo Wealth Advisors
California
$239K +$1.11K +2 +0.5%
FF
3169
Fluent Financial
Texas
$239K -$4.98K -9 -2%
HCM
3170
Heathbridge Capital Management
Ontario, Canada
$239K – – –
CWM
3171
CCG Wealth Management
California
$239K +$4.42K +8 +2%
CWL
3172
Causey Wealth LLC
Colorado
$238K -$260K -470 -53%
BWA
3173
Brave Warrior Advisors
New York
$237K – – –
FFA
3174
Founders Financial Alliance
North Carolina
$237K -$155K -281 -40%
ACM
3175
Absolute Capital Management
Pennsylvania
$235K +$231K +418 New
125 126
127
128 129