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Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
1651
Walter & Keenan Wealth Management
Indiana
$232K +$196K +3,271 New
FFG
1652
Frisch Financial Group
New York
$231K -$2.58K -43 -1%
PFG
1653
PAX Financial Group
Texas
$231K -$189K -3,144 -49%
FBFS
1654
First Business Financial Services
Wisconsin
$231K -$16.6K -276 -8%
DFA
1655
Davies Financial Advisors
California
$230K +$180 +3 +0.1%
SCM
1656
SOL Capital Management
Maryland
$229K -$223K -3,720 -54%
SP
1657
Stablepoint Partners
Massachusetts
$229K -$52.3K -872 -21%
SFP
1658
Shepherd Financial Partners
Massachusetts
$229K – – –
WC
1659
Waterloo Capital
Texas
$227K +$192K +3,199 New
WCM
1660
Windsor Capital Management
Arizona
$227K -$31.6K -526 -14%
WCM
1661
Wellington Capital Management
Maryland
$227K +$192K +3,200 New
DG
1662
DMC Group
Alabama
$227K +$720 +12 +0.4%
GM
1663
GeoWealth Management
Illinois
$227K -$20.5K -342 -10%
CCG
1664
Cypress Capital Group
Florida
$226K +$191K +3,187 New
AC
1665
ASB Consultores
Florida
$225K +$191K +3,174 New
DWAM
1666
Duncan Williams Asset Management
Tennessee
$225K -$6.06K -101 -3%
TBWA
1667
Three Bridge Wealth Advisors
California
$225K -$533K -8,877 -74%
CH
1668
Cromwell Holdings
Wyoming
$225K +$124K +2,058 +186%
BAM
1669
Belpointe Asset Management
Nevada
$224K -$172K -2,869 -48%
OL
1670
OneFund LLC
Florida
$224K -$1.56K -26 -0.8%
SCA
1671
STALEY CAPITAL ADVISERS
Pennsylvania
$224K -$49.2K -820 -21%
LWM
1672
Liberty Wealth Management
California
$224K +$189K +3,146 New
TCM
1673
Triumph Capital Management
Colorado
$223K +$189K +3,144 New
CFP
1674
Catalyst Financial Partners
Massachusetts
$223K -$44.1K -735 -19%
BFA
1675
Bill Few Associates
Pennsylvania
$223K +$188K +3,140 New
65 66
67
68 69