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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
2801
Emergent Wealth Advisors
New York
$272K +$73.1K +830 +36%
ANBT
2802
American National Bank & Trust
Texas
$272K +$54.6K +620 +19%
ACM
2803
Avalon Capital Management
California
$271K -$220K -2,500 -40%
GTWM
2804
Global Trust Wealth Management
Florida
$271K -$61.6K -700 -16%
EWP
2805
Equity Wealth Partners
Missouri
$271K +$62.5K +710 +23%
SFC
2806
Strategic Financial Concepts
Texas
$270K +$32.6K +370 +11%
WMA
2807
Wealth Management Associates
New Jersey
$270K +$333K +3,778 New
AFA
2808
Allium Financial Advisors
Oregon
$269K -$34.3K -390 -9%
MFS
2809
Miller Financial Services
Michigan
$269K +$332K +3,765 New
MI
2810
Markowski Investments
Florida
$269K +$331K +3,763 New
HA
2811
Helium Advisors
Washington
$268K -$1.15K -13 -0.3%
RI
2812
Rinkey Investments
California
$268K -$352 -4 -0.1%
PHWM
2813
Palatine Hill Wealth Management
Michigan
$268K +$6.87K +78 +2%
NI
2814
NCP Inc
California
$268K +$22K +250 +7%
TF
2815
TLWM Financial
Texas
$268K +$48.4K +550 +17%
MPPLM
2816
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$267K +$6.34K +72 +2%
IAS
2817
IMA Advisory Services
Colorado
$267K +$237K +2,689 +255%
FAT
2818
First American Trust
California
$267K -$11K -125 -3%
EMAM
2819
Encompass More Asset Management
California
$266K +$14.6K +166 +5%
HP
2820
Haven Private
Florida
$266K -$494K -5,606 -60%
CG
2821
CFO4Life Group
Texas
$266K +$59.7K +678 +22%
EW
2822
Enzi Wealth
Texas
$266K +$25.4K +288 +9%
LFA
2823
Level Financial Advisors
New York
$266K – – –
CPSAC
2824
Chas P. Smith & Associates (CPS)
Florida
$265K +$83.7K +950 +34%
MFG
2825
Monte Financial Group
Connecticut
$265K +$92.1K +1,046 +39%
111 112
113
114 115