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Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
5601
DiPaolo Financial Group
Florida
$357K +$411 +2 +0.1%
GG
5602
Gleason Group
Kentucky
$356K +$308K +1,499 +533%
OC
5603
OxenFree Capital
Florida
$356K -$41.1K -200 -10%
SEM
5604
Strategic Equity Management
Arizona
$355K +$72.6K +353 +25%
MAM
5605
Mullooly Asset Management
New Jersey
$354K +$91.7K +446 +34%
EPW
5606
Evergreen Private Wealth
Colorado
$354K – – –
BS
5607
Brighton Securities
New York
$354K +$29K +141 +9%
TWM
5608
Trinity Wealth Management
Pennsylvania
$351K +$361K +1,754 New
R
5609
Rebalance
California
$351K -$150K -730 -29%
SAFS
5610
S&A Financial Services
Kansas
$350K -$82.4K -401 -19%
CWM
5611
ClientFirst Wealth Management
Arkansas
$350K – – –
SA
5612
swisspartners Advisors
Switzerland
$350K – – –
GWA
5613
Gutierrez Wealth Advisory
Arkansas
$349K +$6.17K +30 +2%
LAMC
5614
Longview Asset Management (California)
California
$348K -$41.1K -200 -10%
RTC
5615
Riverview Trust Company
Washington
$348K – – –
MWA
5616
Merkkuri Wealth Advisors
New York
$348K +$42.8K +208 +14%
RL
5617
Retireful LLC
Michigan
$348K +$16.9K +82 +5%
BSTWA
5618
Blake Schutter Theil Wealth Advisors
Ohio
$347K – – –
EWM
5619
Echo Wealth Management
Minnesota
$346K -$55.5K -270 -14%
LHEI
5620
Leo H. Evart Inc
California
$344K +$18.9K +92 +6%
DC
5621
Darrow Company
Massachusetts
$343K +$63.9K +311 +22%
GA
5622
Gordian Advisors
Arizona
$342K -$102K -498 -23%
TFG
5623
Team Financial Group
California
$342K +$21.4K +104 +6%
MPW
5624
MASECO Private Wealth
$341K -$24.3K -118 -6%
DC
5625
Dahring Cusmano
Michigan
$341K +$47.9K +233 +16%
223 224
225
226 227