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Name Holding Trade Value Shares
Change 		Change in
Stake
DAC
3351
Dividend Assets Capital
South Carolina
$491K +$36.5K +75 +8%
3F
3352
360 Financial
Minnesota
$491K – – –
HFS
3353
Howard Financial Services
Texas
$491K – – –
ELM
3354
Elite Life Management
Florida
$491K +$42.3K +87 +10%
I2I
3355
Insight 2811 Inc
Illinois
$491K -$1.46K -3 -0.3%
BFG
3356
Bouchey Financial Group
New York
$490K +$37.9K +78 +9%
SFPG
3357
Stonebridge Financial Planning Group
Florida
$489K – – –
TAM
3358
Trillium Asset Management
Massachusetts
$489K – – –
CF
3359
Crosspoint Financial
California
$487K – – –
NRW
3360
Nova R Wealth
Kansas
$486K +$972 +2 +0.2%
CFO
3361
Callan Family Office
Pennsylvania
$486K +$468K +963 New
CTFG
3362
Capstone Triton Financial Group
Oklahoma
$485K – – –
JSAM
3363
J. Safra Asset Management
New York
$485K +$420K +865 +901%
AWM
3364
Affinity Wealth Management
Delaware
$484K +$5.83K +12 +1%
MFC
3365
Morris Financial Concepts
South Carolina
$483K +$38.4K +79 +9%
GWM
3366
Gray Wealth Management
Maine
$483K +$107K +220 +30%
TPW
3367
Tiller Private Wealth
Pennsylvania
$481K -$12.2K -25 -3%
CCA
3368
Cottonwood Capital Advisors
Utah
$481K -$15.6K -32 -3%
EIA
3369
Eldridge Investment Advisors
New Hampshire
$480K +$39.9K +82 +9%
FPCG
3370
Fort Pitt Capital Group
Pennsylvania
$480K -$10.7K -22 -2%
FC
3371
FCA Corp
Texas
$479K -$4.86K -10 -1%
AI
3372
AdvisorShares Investments
Maryland
$478K -$25.3K -52 -5%
TA
3373
TrueWealth Advisors
Alabama
$478K +$185K +381 +67%
EB
3374
Exchange Bank
California
$477K -$10.2K -21 -2%
IIM
3375
Ipswich Investment Management
Massachusetts
$477K +$1.46K +3 +0.3%
133 134
135
136 137