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Name Holding Trade Value Shares
Change 		Change in
Stake
APP
1601
Avantax Planning Partners
Iowa
$325K -$58.5K -654 -15%
BAM
1602
Broyhill Asset Management
North Carolina
$324K +$17K +190 +5%
SIC
1603
Samalin Investment Counsel
New York
$324K +$7.79K +87 +2%
PA
1604
Promethium Advisors
Maryland
$324K – – –
RSF
1605
Rik Saylor Financial
Ohio
$323K +$90 +1 +0%
APIM
1606
Agate Pass Investment Management
Washington
$323K +$30.7K +343 +10%
FSBI
1607
Fearless Solutions (Best Invest)
Texas
$323K -$3.76K -42 -1%
KCM
1608
KRS Capital Management
Michigan
$321K +$12.2K +136 +4%
HDIM
1609
Hanson & Doremus Investment Management
Vermont
$321K +$26.6K +297 +8%
IA
1610
Integrity Alliance
Iowa
$321K +$80.3K +897 +31%
BOSSRA
1611
B.O.S.S. Retirement Advisors
Utah
$321K +$269 +3 +0.1%
BBW
1612
Blue Barn Wealth
Utah
$320K -$4.92K -55 -1%
MP
1613
McDonald Partners
Ohio
$320K -$150K -1,678 -31%
HWMC
1614
Heritage Wealth Management (California)
California
$319K +$1.16K +13 +0.3%
CGH
1615
CMG Global Holdings
Texas
$319K – – –
ZIG
1616
Zullo Investment Group
Pennsylvania
$319K -$10.7K -119 -3%
DSC
1617
Duncker Streett & Co
Missouri
$318K +$6K +67 +2%
A
1618
Allianz
Germany
$318K -$2.48M -27,720 -88%
CH
1619
Cromwell Holdings
Wyoming
$318K – – –
OPWM
1620
Oregon Pacific Wealth Management
Oregon
$318K +$19K +212 +6%
MHR
1621
Matthew Hamilton Rosenberg
$317K -$18.5K -207 -5%
SWM
1622
Sculati Wealth Management
Michigan
$315K – – –
MIC
1623
Meridian Investment Counsel
California
$312K -$20.4K -228 -6%
FA
1624
Fountainhead AM
New Jersey
$312K -$78.5K -877 -19%
SWA
1625
ShankerValleau Wealth Advisors
Illinois
$311K – – –
63 64
65
66 67