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Name Holding Trade Value Shares
Change 		Change in
Stake
O3W
3876
Omni 360 Wealth
New Jersey
$215K +$202K +4,350 New
CMA
3877
Cedar Mountain Advisors
Oregon
$215K – – –
PSF
3878
Pacific Sun Financial
California
$214K +$201K +4,330 New
NCMW
3879
Northern Capital Management (Washington)
Washington
$214K +$200K +4,320 New
EHAM
3880
Eagle Harbor Asset Management
Washington
$214K +$200K +4,320 New
LC
3881
Lincoln Capital
Nebraska
$214K +$200K +4,320 New
AIA
3882
Arbor Investment Advisors
North Carolina
$214K +$200K +4,320 New
CC
3883
Copperleaf Capital
North Carolina
$213K +$200K +4,310 New
SCG
3884
Sonata Capital Group
Washington
$213K -$23.2K -500 -10%
KFP
3885
Keener Financial Planning
Texas
$213K +$200K +4,310 New
BFPW
3886
BOK Financial Private Wealth
Colorado
$213K +$107K +2,300 +115%
IWP
3887
IAG Wealth Partners
Wisconsin
$213K +$8.34K +180 +4%
G
3888
Gainplan
Michigan
$213K -$369K -7,960 -65%
SHIM
3889
Stone House Investment Management
Pennsylvania
$212K – – –
DAL
3890
Delta Accumulation LLC
California
$212K – – –
PWMG
3891
Private Wealth Management Group
New Jersey
$211K +$198K +4,270 New
LFG
3892
Lockerman Financial Group
California
$211K +$198K +4,270 New
SCA
3893
St. Clair Advisors
Ohio
$211K -$156K -3,360 -44%
MAM
3894
Mainsail Asset Management
Alabama
$211K +$197K +4,250 New
CCWM
3895
Correct Capital Wealth Management
Missouri
$210K +$197K +4,250 New
LWMNY
3896
Landmark Wealth Management (New York)
New York
$210K +$196K +4,240 New
BCM
3897
Bourgeon Capital Management
Connecticut
$209K +$46.3K +1,000 +31%
TWM
3898
Trevian Wealth Management
Massachusetts
$209K +$196K +4,220 New
ZIG
3899
Zuckerman Investment Group
Illinois
$209K +$196K +4,220 New
SM
3900
Sensible Money
Arizona
$208K +$195K +4,210 New
154 155
156
157 158