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Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1701
Alphadyne Asset Management
New York
$259K +$217K +5,890 New
JCM
1702
Jacobsen Capital Management
Utah
$259K +$217K +5,890 New
MA
1703
MBA Advisors
Pennsylvania
$259K – – –
FWM
1704
Finer Wealth Management
Massachusetts
$259K +$2.21K +60 +1%
WAG
1705
Winthrop Advisory Group
Massachusetts
$258K +$216K +5,860 New
RGF
1706
Retirement Guys Formula
Ohio
$258K – – –
CCFM
1707
Clear Creek Financial Management
Washington
$258K +$215K +5,850 New
ES
1708
Eagle Strategies
New York
$256K – – –
FAG
1709
Fortitude Advisory Group
Washington
$256K +$214K +5,820 New
BWP
1710
Baldwin Wealth Partners
Massachusetts
$256K -$32.4K -880 -13%
IF
1711
Intrua Financial
Texas
$255K -$10.3K -280 -5%
FWCM
1712
Ferguson Wellman Capital Management
Oregon
$255K +$213K +5,780 New
WWM
1713
Westwood Wealth Management
California
$255K +$213K +5,780 New
PAI
1714
Pittenger & Anderson Inc
Nebraska
$254K +$5.16K +140 +2%
AGC
1715
Aspen Grove Capital
Colorado
$254K +$212K +5,760 New
IWP
1716
Invenio Wealth Partners
Florida
$253K +$211K +5,740 New
PG
1717
Patten Group
Tennessee
$253K +$211K +5,740 New
TFA
1718
Toth Financial Advisory
Virginia
$252K +$17.3K +470 +9%
EWM
1719
Executive Wealth Management
Michigan
$252K +$211K +5,720 New
FG
1720
Foster Group
Iowa
$252K +$211K +5,720 New
IRC
1721
Investors Research Corp
Georgia
$252K – – –
CCA
1722
Cobblestone Capital Advisors
New York
$251K +$210K +5,700 New
YDMI
1723
Y.D. More Investments
Israel
$251K +$88.4K +2,400 +73%
AWM
1724
Aprio Wealth Management
Georgia
$251K +$210K +5,700 New
PPW
1725
Pasadena Private Wealth
California
$251K +$210K +5,690 New
67 68
69
70 71