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Name Holding Trade Value Shares
Change 		Change in
Stake
BSG
5001
Black Swift Group
Colorado
$377K -$3.46M -9,735 -91%
ASGS
5002
Alpha Square Group S
New York
$376K – – –
BFS
5003
Beacon Financial Strategies
North Carolina
$376K -$4.98K -14 -1%
WI
5004
WJ Interests
Texas
$375K – – –
DEM
5005
Disciplined Equity Management
Florida
$375K +$201K +566 +132%
MFG
5006
Marmo Financial Group
Tennessee
$371K +$9.61K +27 +3%
EL
5007
Envoi LLC
Minnesota
$371K – – –
ICMP
5008
Integrated Capital Management (Pennsylvania)
Pennsylvania
$370K – – –
CWM
5009
Core Wealth Management
Florida
$369K – – –
SHFP
5010
Second Half Financial Partners
Florida
$369K -$12.1K -34 -3%
SWM
5011
Seaside Wealth Management
California
$369K – – –
CPCM
5012
Cardinal Point Capital Management
Ontario, Canada
$369K -$112K -315 -24%
CCA
5013
Clarity Capital Advisors
Florida
$366K +$347K +974 New
CCA
5014
Cadent Capital Advisors
Oklahoma
$360K -$57.7K -162 -14%
SFG
5015
Socha Financial Group
New York
$359K +$4.63K +13 +1%
CFO
5016
Custos Family Office
Texas
$357K +$5.34K +15 +2%
OCA
5017
Otter Creek Advisors
Florida
$357K -$4.16M -11,700 -92%
SC
5018
Steph & Co
Wisconsin
$356K -$114K -321 -25%
AI
5019
Arrien Investments
Idaho
$356K -$126K -353 -27%
SWM
5020
Solano Wealth Management
California
$356K – – –
DC
5021
Diametric Capital
Massachusetts
$355K +$24.9K +70 +8%
SPIA
5022
Strategic Point Investment Advisors
Rhode Island
$353K -$45.9K -129 -12%
AP
5023
Aspect Partners
Virginia
$353K +$334K +939 New
GS
5024
Gagnon Securities
New York
$352K -$6.05K -17 -2%
RCM
5025
Ridgepath Capital Management
Tennessee
$351K +$332K +933 New
199 200
201
202 203