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Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
4526
Opulen Financial Group
Virginia
$1.74M +$128K +623 +8%
SHWM
4527
Smith & Howard Wealth Management
Georgia
$1.74M -$148K -722 -8%
TTA
4528
Thor Trading Advisors
Pennsylvania
$1.73M +$1.78M +8,665 New
BWG
4529
Beta Wealth Group
California
$1.73M -$144K -700 -7%
JE
4530
Jacobs Equity
Utah
$1.73M +$665K +3,234 +60%
PC
4531
Permanens Capital
New York
$1.73M +$1.35M +6,571 +317%
TCM
4532
Thoma Capital Management
Maryland
$1.73M -$166K -807 -9%
GFG
4533
Genesis Financial Group
New Jersey
$1.73M -$841K -4,088 -32%
KA
4534
KDT Advisors
New York
$1.73M +$1.65K +8 +0.1%
PRTG
4535
Post Resch Tallon Group
New York
$1.73M +$46.7K +227 +3%
SSCA
4536
South Shore Capital Advisors
Massachusetts
$1.72M -$39.9K -194 -2%
WMN
4537
Wealth Management Nebraska
Nebraska
$1.72M -$102K -495 -5%
IJWM
4538
Inman Jager Wealth Management
Mississippi
$1.72M +$9.46K +46 +0.5%
RIS
4539
Retirement Income Solutions
Michigan
$1.72M – – –
AAS
4540
Asset Allocation Strategies
Michigan
$1.71M +$105K +510 +6%
CIG
4541
Cascade Investment Group
Colorado
$1.71M +$57.4K +279 +3%
SL
4542
SWMG LLC
Texas
$1.71M +$45.6K +222 +3%
MA
4543
Mosaic Advisors
Texas
$1.71M – – –
PFA
4544
Pathway Financial Advisors
Vermont
$1.71M -$105K -509 -5%
BCA
4545
Bay Capital Advisors
Virginia
$1.71M -$54.1K -263 -3%
AFP
4546
Alpha Financial Partners
Kentucky
$1.71M +$178K +865 +11%
DF
4547
Daviman Financial
Indiana
$1.71M +$90.1K +438 +5%
MWP
4548
Meriwether Wealth & Planning
Louisiana
$1.71M +$31.9K +155 +2%
MAM
4549
Montchanin Asset Management
Delaware
$1.71M +$208K +1,014 +14%
FCM
4550
Fell Capital Management
California
$1.71M -$10.3K -50 -0.6%
180 181
182
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