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Name Holding Trade Value Shares
Change 		Change in
Stake
OTL
2076
Oak Thistle LLC
New York
$376K +$354K +5,300 New
CG
2077
CFO4Life Group
Texas
$375K +$120K +1,790 +51%
DA
2078
DSC Advisors
Illinois
$374K -$18.1K -270 -5%
FMB
2079
Field & Main Bank
Kentucky
$373K -$2.67K -40 -0.8%
FF
2080
Fluent Financial
Texas
$372K -$22.1K -330 -6%
MIM
2081
Marco Investment Management
Georgia
$372K -$6.69K -100 -2%
CPWM
2082
Cypress Point Wealth Management
Texas
$371K -$669 -10 -0.2%
JWA
2083
JFS Wealth Advisors
Pennsylvania
$370K +$1.34K +20 +0.4%
WWC
2084
Waypoint Wealth Counsel
Georgia
$370K +$60.2K +900 +21%
SWM
2085
Seed Wealth Management
Illinois
$369K – – –
FG
2086
Foster Group
Iowa
$368K +$8.03K +120 +2%
SEIA
2087
Signature Estate & Investment Advisors
California
$368K +$32.8K +490 +10%
IWS
2088
Integrity Wealth Solutions
Colorado
$367K – – –
BIA
2089
Biondo Investment Advisors
Pennsylvania
$367K – – –
TA
2090
TruWealth Advisors
Louisiana
$367K -$26.8K -400 -7%
JC
2091
JB Capital
Connecticut
$366K +$42.8K +640 +14%
SSCM
2092
Spectrum Strategic Capital Management
Oregon
$365K -$54.2K -810 -14%
PSA
2093
Plum Street Advisors
Louisiana
$365K +$344K +5,150 New
EWA
2094
Evolution Wealth Advisors
Florida
$365K -$56.8K -850 -14%
CWA
2095
Consilio Wealth Advisors
Washington
$365K +$60.9K +910 +22%
AGC
2096
Aspen Grove Capital
Colorado
$364K +$1.34K +20 +0.4%
TA
2097
TFB Advisors
Kansas
$364K +$18.1K +270 +6%
IRC
2098
Investors Research Corp
Georgia
$362K -$25.4K -380 -7%
DJYG
2099
David J. Yvars Group
Florida
$362K +$6.69K +100 +2%
BCG
2100
Breakwater Capital Group
New Jersey
$361K +$3.34K +50 +1%
82 83
84
85 86