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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
5051
Oak Wealth Advisors
Illinois
$288K +$229K +1,820 New
VWA
5052
VSM Wealth Advisory
Maryland
$287K -$51.2K -407 -18%
AFA
5053
Alpha Financial Advisors
North Carolina
$286K -$9.31K -74 -4%
SCM
5054
Stonehearth Capital Management
Massachusetts
$286K +$228K +1,809 New
SEA
5055
Stegent Equity Advisors
Texas
$286K +$228K +1,808 New
DMC
5056
Drexel Morgan & Co
Pennsylvania
$284K +$227K +1,800 New
CWAG
5057
Compton Wealth Advisory Group
Virginia
$284K -$32K -254 -12%
AC
5058
Annandale Capital
Texas
$284K -$93.9K -746 -29%
OCM
5059
Orleans Capital Management
Louisiana
$284K +$226K +1,795 New
CW
5060
Curio Wealth
Maryland
$279K +$221K +1,760 +25,143%
LFA
5061
LGT Financial Advisors
Texas
$278K +$85.3K +678 +63%
CWM
5062
ClientFirst Wealth Management
Arkansas
$276K +$220K +1,750 New
SA
5063
swisspartners Advisors
Switzerland
$276K +$220K +1,750 New
JSA
5064
Jim Saulnier & Associates
Colorado
$276K +$220K +1,746 New
FS
5065
Ferguson Shapiro
Georgia
$275K +$219K +1,744 New
FFA
5066
Frazier Financial Advisors
Ohio
$274K +$81.8K +650 +60%
RSWA
5067
Robinson Smith Wealth Advisors
Maine
$273K +$217K +1,726 New
MLM
5068
Mount Lucas Management
Pennsylvania
$270K -$258K -2,047 -55%
PIS
5069
POM Investment Strategies
North Carolina
$268K -$501K -3,985 -70%
TFG
5070
Team Financial Group
California
$268K +$213K +1,694 New
AWA
5071
Authentikos Wealth Advisory
California
$268K -$3.5M -27,816 -94%
KWM
5072
Kaydan Wealth Management
Michigan
$267K +$213K +1,690 New
TFG
5073
Tilson Financial Group
New Jersey
$267K +$212K +1,687 New
IDBONY
5074
Israel Discount Bank of New York
New York
$267K -$35.2K -280 -14%
BA
5075
Baugh & Associates
Georgia
$266K +$561K +4,457 New
201 202
203
204 205