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Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
3826
Insight Wealth Partners
Texas
$305K – – –
BWM
3827
Blossom Wealth Management
California
$302K +$293K +1,361 New
SWM
3828
Shakespeare Wealth Management
Wisconsin
$301K – – –
C1AG
3829
Client 1st Advisory Group
Florida
$300K – – –
BA
3830
Bellwether Advisors
Nebraska
$300K +$290K +1,350 New
QC
3831
QCM Cayman
Texas
$297K +$287K +1,334 New
NFP
3832
Novak Financial Planning
Maryland
$297K +$287K +1,336 New
KWP
3833
Keystone Wealth Partners
Arizona
$296K +$286K +1,330 New
SFPG
3834
Stonebridge Financial Planning Group
Florida
$295K +$215 +1 +0.1%
PFG
3835
Piershale Financial Group
Illinois
$295K +$286K +1,328 New
FWM
3836
Filbrandt Wealth Management
Wisconsin
$293K -$1.29K -6 -0.5%
WFAG
3837
Wescott Financial Advisory Group
Pennsylvania
$293K +$284K +1,319 New
GAM
3838
Garrison Asset Management
Arkansas
$292K -$331K -1,538 -54%
KTA
3839
Keeley-Teton Advisors
Illinois
$292K -$58.1K -270 -17%
G
3840
Gainplan
Michigan
$290K +$280K +1,304 New
USGIU
3841
U.S. Global Investors (USGI)
Texas
$289K – – –
JA
3842
JVL Associates
Michigan
$285K +$42.8K +199 +18%
AC
3843
AlphaCore Capital
California
$284K +$21.1K +98 +8%
BWI
3844
Beacon Wealthcare Inc
North Carolina
$283K -$20.2K -94 -7%
FCM
3845
Fortis Capital Management
Washington
$282K +$43K +200 +19%
LIC
3846
Laurus Investment Counsel
Canada
$281K – – –
AOG
3847
Alpha Omega Group
Virginia
$280K +$271K +1,261 New
MAP
3848
Milestone Advisory Partners
North Carolina
$279K -$17K -79 -6%
CA
3849
Corrado Advisors
New Jersey
$275K – – –
EL
3850
EQ LLC
Washington
$275K +$266K +1,238 New
152 153
154
155 156