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Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
1701
Thoroughbred Financial Services
Tennessee
$255K +$44.3K +564 +20%
BI
1702
BFI Infinity
Switzerland
$255K +$264K +3,366 New
GF
1703
GGM Financials
Ohio
$255K -$23.4K -298 -8%
CVA
1704
Central Valley Advisors
California
$254K -$19.4K -247 -7%
CFG
1705
CKW Financial Group
Hawaii
$254K – – –
BAM
1706
Bellevue Asset Management
Washington
$253K – – –
ACA
1707
Aspire Capital Advisors
Washington
$253K +$7.7K +98 +3%
IBOK
1708
Independence Bank of Kentucky
Kentucky
$252K -$41.6K -530 -14%
DA
1709
Doliver Advisors
Texas
$252K +$261K +3,327 New
CAC
1710
Core Alternative Capital
Georgia
$252K -$24.7K -315 -9%
LWA
1711
Lantern Wealth Advisors
New York
$251K – – –
ST
1712
Sentinel Trust
Texas
$251K – – –
KCM
1713
KRS Capital Management
Michigan
$251K -$14.4K -183 -5%
WCF
1714
West Coast Financial
California
$250K – – –
CCG
1715
Coastwise Capital Group
California
$250K +$707 +9 +0.3%
SIM
1716
Stratos Investment Management
Ohio
$250K -$54.2K -690 -17%
DC
1717
DeDora Capital
California
$250K – – –
BOM
1718
Bank of Marin
California
$250K +$3.93K +50 +2%
SFG
1719
Snider Financial Group
Washington
$250K +$259K +3,298 New
NAM
1720
NorthCrest Asset Manangement
Minnesota
$249K -$6.6K -84 -2%
SQA
1721
Simon Quick Advisors
New Jersey
$249K -$26.2K -334 -9%
FFA
1722
Fragasso Financial Advisors
Pennsylvania
$249K +$22.7K +289 +10%
FSG
1723
Financial Strategies Group
Michigan
$249K -$4.32K -55 -2%
PCP
1724
Perbak Capital Partners
United Kingdom
$249K +$258K +3,284 New
SOS
1725
Silver Oak Securities
Tennessee
$248K +$35.8K +456 +16%
67 68
69
70 71