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Name Holding Trade Value Shares
Change 		Change in
Stake
EF
5801
Entrust Financial
Pennsylvania
$225K -$141K -685 -38%
CTC
5802
Cetera Trust Company
Minnesota
$224K – – –
ACM
5803
Adalta Capital Management
New York
$222K +$228K +1,111 New
FLA
5804
Financial Life Advisors
Texas
$222K +$228K +1,110 New
VBA
5805
von Borstel & Associates
Oregon
$222K +$229K +1,112 New
CWD
5806
Clarity Wealth Development
Oregon
$221K +$227K +1,106 New
ACM
5807
Ardent Capital Management
Ohio
$220K +$226K +1,100 New
SIM
5808
Sterling Investment Management
Arizona
$220K -$119K -580 -35%
RWA
5809
Reicon Wealth Advisors
Georgia
$219K +$226K +1,097 New
B
5810
Bayban
Minnesota
$219K -$5.76K -28 -2%
NFA
5811
Northwest Financial Advisors
Virginia
$219K +$225K +1,095 New
SCM
5812
SummitPoint Capital Management
Colorado
$219K +$225K +1,095 New
ACA
5813
Ascension Capital Advisors
Texas
$219K +$225K +1,093 New
BWG
5814
Balanced Wealth Group
Ohio
$219K -$30.8K -150 -12%
PRAG
5815
Portfolio Resources Advisor Group
Florida
$217K +$223K +1,087 New
FA
5816
Freestate Advisors
Kansas
$217K +$222K +1,082 New
LKBC
5817
L.K. Benson & Company
Maryland
$216K +$222K +1,080 New
LFG
5818
Leverty Financial Group
Wisconsin
$216K +$222K +1,079 New
JCM
5819
J2 Capital Management
Michigan
$214K +$219K +1,067 New
AFIA
5820
America First Investment Advisors
Nebraska
$213K +$219K +1,065 New
ITC
5821
Inspire Trust Company
Nevada
$213K +$219K +1,065 New
AWA
5822
Arbor Wealth Advisors
Michigan
$212K +$218K +1,060 New
MWA
5823
Mills Wealth Advisors
Texas
$212K +$218K +1,060 New
OR
5824
Olympiad Research
Connecticut
$212K +$218K +1,060 New
NA
5825
Note Advisors
New York
$212K -$76.1K -370 -26%
231 232
233
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