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Name Holding Trade Value Shares
Change 		Change in
Stake
AG
3101
AmeriFlex Group
Nevada
$5.71M +$287K +705 +5%
CWA
3102
CM Wealth Advisors
Ohio
$5.71M -$163K -400 -3%
SIA
3103
Schear Investment Advisers
Ohio
$5.7M +$23.2K +57 +0.4%
JF
3104
JSF Financial
California
$5.7M -$84.8K -208 -1%
WW
3105
Waterfront Wealth
Kansas
$5.69M -$456K -1,118 -7%
QFA
3106
Quantum Financial Advisors
California
$5.69M -$260K -637 -4%
OBWG
3107
Onyx Bridge Wealth Group
New York
$5.69M +$86.8K +213 +1%
LSIA
3108
LaSalle St. Investment Advisors
Illinois
$5.68M +$1.36M +3,327 +28%
CWA
3109
Crux Wealth Advisors
California
$5.68M +$213K +523 +4%
F8IS
3110
Figure 8 Investment Strategies
Idaho
$5.68M -$4.08K -10 -0.1%
AFG
3111
ABLE Financial Group
Arizona
$5.68M +$53.4K +131 +0.9%
WCG
3112
Weaver Consulting Group
California
$5.68M +$62.4K +153 +1%
SRC
3113
Sage Rhino Capital
California
$5.67M +$161K +394 +3%
BA
3114
Bluesphere Advisors
Pennsylvania
$5.67M -$1.74M -4,259 -22%
TFM
3115
TFC Financial Management
Massachusetts
$5.67M +$142K +349 +2%
GIS
3116
Graphene Investments SAS
France
$5.67M +$693K +1,700 +13%
EB
3117
Emprise Bank
Kansas
$5.66M -$778K -1,909 -11%
TA
3118
TFB Advisors
Kansas
$5.66M +$66.9K +164 +1%
VPW
3119
Variant Private Wealth
Virginia
$5.66M +$63.2K +155 +1%
SM
3120
Sweeney & Michel
California
$5.65M +$6.49M +15,925 New
BIA
3121
Benchmark Investment Advisors
Illinois
$5.64M -$173K -424 -3%
AGAM
3122
Audent Global Asset Management
California
$5.64M -$361K -885 -6%
CWA
3123
Consilium Wealth Advisory
Texas
$5.64M -$46.1K -113 -0.7%
MWM
3124
MOKAN Wealth Management
Kansas
$5.63M +$681K +1,670 +13%
KM
3125
KP Management
Minnesota
$5.63M – – –
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