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Name Holding Trade Value Shares
Change 		Change in
Stake
JDLA
3151
J. Derek Lewis & Associates
California
$5.21M +$5.2M +27,953 New
WG
3152
Wellington Group
Indiana
$5.21M +$5.2M +27,946 New
WCM
3153
Winebrenner Capital Management
Kentucky
$5.21M -$1.1M -5,893 -17%
DF
3154
Dedeker Financial
Minnesota
$5.21M +$5.2M +27,929 New
F4L
3155
Fortune 45 LLC
Louisiana
$5.2M +$74.8K +402 +1%
VIP
3156
Vista Investment Partners
Oklahoma
$5.2M +$34.4K +185 +0.7%
VPF
3157
Vantage Point Financial
Illinois
$5.19M +$601K +3,229 +13%
CPWL
3158
Coquina Private Wealth LLC
Florida
$5.19M +$5.18M +27,810 New
CWP
3159
Core Wealth Partners
California
$5.18M +$15.3K +82 +0.3%
MWM
3160
MOR Wealth Management
Pennsylvania
$5.17M +$5.16M +27,733 New
XSC
3161
X-Square Capital
Puerto Rico
$5.17M +$451K +2,424 +10%
ACM
3162
Aspen Capital Management
Idaho
$5.17M -$108K -580 -2%
OFS
3163
Orrstown Financial Services
Pennsylvania
$5.16M -$27.2K -146 -0.5%
MCM
3164
Mainstream Capital Management
California
$5.16M -$38.7K -208 -0.7%
ECA
3165
Elevated Capital Advisors
Utah
$5.15M +$317K +1,701 +7%
IWM
3166
Iams Wealth Management
Nebraska
$5.15M -$18.2K -98 -0.4%
GWM
3167
GSB Wealth Management
Connecticut
$5.15M -$449K -2,414 -8%
HCP
3168
Holt Capital Partners
Texas
$5.13M +$421K +2,260 +9%
WCG
3169
Weaver Consulting Group
California
$5.11M -$11.9K -64 -0.2%
FC
3170
Financial Consulate
Maryland
$5.11M -$211K -1,134 -4%
IWN
3171
Independent Wealth Network
Iowa
$5.1M -$3.91K -21 -0.1%
PSB
3172
Passumpsic Savings Bank
Vermont
$5.09M +$5.08M +27,307 New
TCOO
3173
Trust Company of Oklahoma
Oklahoma
$5.09M +$356K +1,911 +8%
IWP
3174
Insight Wealth Partners
Texas
$5.09M -$272K -1,463 -5%
TCM
3175
Triumph Capital Management
Colorado
$5.08M -$603K -3,238 -11%
125 126
127
128 129