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Name Holding Trade Value Shares
Change 		Change in
Stake
OAJ
1551
Ogorek Anthony Joseph
New York
$286K +$4.16K +100 +1%
GFS
1552
GYL Financial Synergies
Connecticut
$286K +$26.2K +630 +9%
VW
1553
Vance Wealth
California
$285K +$317K +7,620 New
PWM
1554
Purus Wealth Management
California
$284K +$21.6K +520 +7%
NCM
1555
Next Capital Management
New York
$284K +$315K +7,570 New
TFS
1556
Thoroughbred Financial Services
Tennessee
$283K +$33.7K +810 +12%
PFBT
1557
Parkside Financial Bank & Trust
Missouri
$283K +$40K +960 +15%
APA
1558
Astoria Portfolio Advisors
New York
$283K +$314K +7,550 New
SIA
1559
Soltis Investment Advisors
Utah
$282K -$15.8K -380 -5%
PA
1560
Parkside Advisors
California
$282K – – –
RIA
1561
Regal Investment Advisors
Michigan
$282K +$45.8K +1,100 +17%
PWS
1562
Precision Wealth Strategies
Missouri
$282K +$313K +7,530 New
GWM
1563
Gitterman Wealth Management
New Jersey
$281K -$287K -6,890 -48%
ASGS
1564
Alpha Square Group S
New York
$281K – – –
RBCM
1565
Raub Brock Capital Management
California
$281K – – –
DP
1566
DDD Partners
Washington
$281K +$313K +7,510 New
GSWM
1567
Golden State Wealth Management
California
$280K -$81.2K -1,950 -21%
LAM
1568
L2 Asset Management
Massachusetts
$280K +$50.4K +1,210 +19%
MLFP
1569
MPS Loria Financial Planners
Illinois
$280K +$81.2K +1,950 +35%
KA
1570
Klingman & Associates
New York
$279K -$28.3K -680 -8%
RS
1571
Retirement Solution
Washington
$279K -$10.4K -250 -3%
F4L
1572
Fortune 45 LLC
Louisiana
$279K -$9.58K -230 -3%
EWA
1573
Evolution Wealth Advisors
Florida
$279K +$89.1K +2,140 +41%
PA
1574
Paragon Advisors
Texas
$278K – – –
MTIM
1575
Marathon Trading Investment Management
Pennsylvania
$278K +$309K +7,420 New
61 62
63
64 65