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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
4801
Cadent Capital Advisors
Oklahoma
$234K -$61.8K -101 -20%
MLRA
4802
Main Line Retirement Advisors
Montana
$233K – – –
TFG
4803
Tilson Financial Group
New Jersey
$231K +$11.6K +19 +5%
LHWM
4804
Lake Hills Wealth Management
Texas
$231K – – –
CWP
4805
Corepath Wealth Partners
Arizona
$231K +$2.45K +4 +1%
DSA
4806
Droms Strauss Advisors
Missouri
$231K +$32.4K +53 +15%
AFP
4807
ATLas Financial Planning
Georgia
$231K -$37.3K -61 -13%
WAN
4808
Wealth Advisors Northwest
Oregon
$230K +$30.6K +50 +14%
JE
4809
Jacobs Equity
Utah
$230K +$249K +408 New
NWM
4810
Nova Wealth Management
Florida
$230K +$122K +199 +95%
TWD
4811
True Wealth Design
Ohio
$229K +$2.45K +4 +1%
FCIM
4812
Fairview Capital Investment Management
California
$229K -$18.3K -30 -7%
RIS
4813
Richmond Investment Services
Wisconsin
$228K -$613K -1,003 -71%
PS
4814
Pinney & Scofield
Massachusetts
$228K – – –
KIC
4815
Keating Investment Counselors
Florida
$228K – – –
IAA
4816
Ironsides Asset Advisors
North Carolina
$228K – – –
NS
4817
Northland Securities
Minnesota
$227K – – –
ODA
4818
One Degree Advisors
California
$227K – – –
VWA
4819
Valued Wealth Advisors
Utah
$226K +$20.8K +34 +9%
GAMA
4820
Graticule Asia Macro Advisors
New York
$226K +$245K +401 New
EWM
4821
Endowment Wealth Management
Wisconsin
$225K +$245K +400 New
MWA
4822
Miller Wealth Advisors
Colorado
$225K – – –
RCM
4823
Ravenstone Capital Management
$225K – – –
LCM
4824
Lionhunter Capital Management
New York
$225K +$245K +400 New
V
4825
Viaable
Pennsylvania
$225K +$224K +367 New
191 192
193
194 195