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Name Holding Trade Value Shares
Change 		Change in
Stake
LC
3326
Landaas & Company
Wisconsin
$2.72M +$67.6K +265 +3%
KIA
3327
KLR Investment Advisors
Rhode Island
$2.72M -$150K -588 -6%
LGG
3328
Luts & Greenleigh Group
Maryland
$2.72M -$13.3K -52 -0.5%
BI
3329
Berkeley Inc
Idaho
$2.71M +$122K +477 +5%
CWMGP
3330
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.71M -$233K -915 -9%
PM
3331
Precept Management
Texas
$2.71M -$1.68M -6,600 -41%
SOW
3332
State of Wyoming
Wyoming
$2.7M -$2.45M -9,615 -51%
CSI
3333
Cross Staff Investments
New York
$2.69M -$112K -438 -4%
APW
3334
Acima Private Wealth
Virginia
$2.69M +$211K +827 +10%
MSA
3335
McAlister Sweet & Associates
Texas
$2.69M +$75.2K +295 +3%
BW
3336
BIP Wealth
Georgia
$2.68M +$2.36M +9,266 New
ITIM
3337
Indiana Trust & Investment Management
Indiana
$2.68M -$10.5K -41 -0.4%
OFW
3338
Omnia Family Wealth
Florida
$2.68M -$12.8K -50 -0.5%
SWP
3339
Semus Wealth Partners
Florida
$2.67M -$81.4K -319 -3%
TA
3340
TFB Advisors
Kansas
$2.67M +$139K +543 +6%
WFS
3341
Walker Financial Services
Kentucky
$2.67M – – –
TIM
3342
Tortoise Investment Management
New York
$2.66M +$43.1K +169 +2%
WIM
3343
Waycross Investment Management
Washington
$2.66M -$43.4K -170 -2%
CPM
3344
Connective Portfolio Management
New York
$2.66M +$969K +3,800 +69%
PWM
3345
Purus Wealth Management
California
$2.66M +$11.5K +45 +0.5%
RPGK
3346
Retirement Planning Group (Kansas)
Kansas
$2.65M -$227K -890 -9%
DG
3347
DMC Group
Alabama
$2.65M +$41.6K +163 +2%
CWMU
3348
Caliber Wealth Management (Utah)
Utah
$2.65M -$30.9K -121 -1%
FWM
3349
Focused Wealth Management
New York
$2.65M +$83.2K +326 +4%
JEST
3350
JTC Employer Solutions Trustee
Jersey
$2.64M -$18.5M -72,678 -89%
132 133
134
135 136