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Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
4151
DMKC Advisory Services
Iowa
$501K -$28.8K -45 -5%
SPAS
4152
Spectrum Planning & Advisory Services
California
$501K -$1.28K -2 -0.2%
E3F
4153
Eight 31 Financial
Texas
$501K – – –
AWM
4154
Athena Wealth Management
Nevada
$500K -$16K -25 -3%
PBC
4155
Pavion Blue Capital
California
$499K – – –
CFO
4156
Capitol Family Office
Oregon
$499K – – –
LJHT
4157
Laurie J. Hall Trustee
$498K – – –
MWA
4158
Medallion Wealth Advisors
Connecticut
$497K +$19.9K +31 +4%
IAP
4159
Indie Asset Partners
Indiana
$497K -$73.7K -115 -12%
W
4160
WorthPointe
California
$497K +$7.05K +11 +1%
WA
4161
WESPAC Advisors
California
$494K -$78.8K -123 -12%
CP
4162
Castleview Partners
Texas
$494K +$151K +235 +37%
WWWM
4163
White Wing Wealth Management
Texas
$493K -$30.1K -47 -5%
6F
4164
626 Financial
Michigan
$493K +$53.2K +83 +11%
DRP
4165
Decker Retirement Planning
Utah
$493K – – –
CG
4166
Curat Global
New Hampshire
$493K – – –
SIG
4167
Spinnaker Investment Group
California
$492K -$106K -166 -16%
DWM
4168
Dogwood Wealth Management
Kansas
$492K -$149K -233 -21%
CC
4169
Cypress Capital
Tennessee
$491K +$64.1K +100 +13%
JCIA
4170
Jackson Creek Investment Advisors
Colorado
$491K -$502K -783 -48%
HFA
4171
Highland Financial Advisors
New Jersey
$491K +$25K +39 +5%
TF
4172
Tudor Financial
Ohio
$491K – – –
HIG
4173
Heritage Investment Group
Florida
$490K -$101K -158 -16%
SHA
4174
Seneca House Advisors
Virginia
$490K +$22.4K +35 +4%
FI
4175
Financial Insights
Washington
$490K -$14.7K -23 -3%
165 166
167
168 169