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Name Holding Trade Value Shares
Change 		Change in
Stake
TSA
4551
Tri-Star Advisors
Texas
$250K – – –
JFGLC
4552
Johnson Financial Group LLC (Colorado)
Colorado
$250K -$240K -1,002 -49%
WMWM
4553
Whitaker-Myers Wealth Managers
Ohio
$249K +$249K +1,039 New
DB
4554
Dravo Bay
Delaware
$248K +$12.7K +53 +5%
ACM
4555
Ardent Capital Management
Ohio
$248K +$248K +1,035 New
RL
4556
Ruffer LLP
United Kingdom
$248K – – –
MAP
4557
Milestone Advisory Partners
North Carolina
$248K – – –
LAM
4558
Lountzis Asset Management
Pennsylvania
$247K – – –
JF
4559
Jump Financial
Illinois
$247K -$16.5M -68,883 -99%
AIA
4560
Acute Investment Advisory
Arizona
$246K -$713K -2,973 -74%
TCFP
4561
Treasure Coast Financial Planning
Florida
$246K – – –
AC
4562
Avant Capital
Louisiana
$246K +$480 +2 +0.2%
WIM
4563
Warwick Investment Management
Texas
$245K +$480 +2 +0.2%
TWM
4564
Tanglewood Wealth Management
Texas
$244K – – –
NEPPG
4565
New England Professional Planning Group
Rhode Island
$244K +$25.2K +105 +12%
LTL
4566
Lowery Thomas LLC
California
$242K -$22.3K -93 -8%
HCA
4567
Hyperion Capital Advisors
New York
$241K – – –
QOP
4568
Quinn Opportunity Partners
Virginia
$240K +$240K +1,000 New
FPCG
4569
Forum Private Client Group
Indiana
$238K -$1.68K -7 -0.7%
FAM
4570
Frontier Asset Management
Wyoming
$238K +$238K +992 New
SWM
4571
Seaside Wealth Management
California
$235K – – –
CFO
4572
Custos Family Office
Texas
$233K +$234K +973 New
SG
4573
Strid Group
Pennsylvania
$233K – – –
AA
4574
Axiom Advisory
California
$232K -$1.92K -8 -0.8%
CCS
4575
Concentric Capital Strategies
Connecticut
$232K +$233K +969 New
181 182
183
184 185