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Name Holding Trade Value Shares
Change 		Change in
Stake
UFA
5226
Uptown Financial Advisors
Texas
$705K +$75.8K +186 +11%
CWA
5227
Capital Wealth Alliance
Arizona
$704K +$408 +1 +0.1%
ICCON
5228
Investment Counsel Company of Nevada
Nevada
$703K +$408 +1 +0.1%
ETS
5229
ESL Trust Services
New York
$703K – – –
CWA
5230
Centerline Wealth Advisors
Kentucky
$702K -$35.5K -87 -4%
VP
5231
Verisail Partners
Georgia
$702K +$20.4K +50 +3%
SAM
5232
Sequent Asset Management
Texas
$700K -$48.5K -119 -6%
DAL
5233
Delta Accumulation LLC
California
$700K +$1.22K +3 +0.2%
VWM
5234
Vermillion Wealth Management
Minnesota
$697K -$31.4K -77 -4%
CWM
5235
Collaborative Wealth Management
Florida
$694K -$76.2K -187 -9%
CFG
5236
Compton Financial Group
Maryland
$693K – – –
NA
5237
Note Advisors
New York
$693K – – –
LSL
5238
Legacy Solutions LLC
Pennsylvania
$693K -$15.5K -38 -2%
PFC
5239
Poplar Forest Capital
California
$692K – – –
ADIM
5240
Alpha DNA Investment Management
Maryland
$692K -$2.07M -5,073 -73%
SNWA
5241
Siligmueller & Norvid Wealth Advisors
Illinois
$691K +$408 +1 +0.1%
KBG
5242
Kahn Brothers Group
New York
$691K – – –
FFP
5243
Forbes Financial Planning
Rhode Island
$689K -$4.08K -10 -0.5%
DFC
5244
DBK Financial Counsel
Ohio
$686K -$31K -76 -4%
BFG
5245
Baron Financial Group
New Jersey
$685K -$10.6K -26 -1%
EW
5246
Enzi Wealth
Texas
$685K -$13K -32 -2%
HG
5247
Harbor Group
New Hampshire
$685K -$12.2K -30 -2%
WFPG
5248
Waller Financial Planning Group
Ohio
$684K +$141K +347 +24%
CCM
5249
Cinctive Capital Management
New York
$683K -$10.8M -26,567 -94%
SF
5250
Strategent Financial
Virginia
$683K – – –
208 209
210
211 212