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Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1801
Alteri Wealth
California
$249K -$15.9K -189 -6%
TF
1802
Tudor Financial
Ohio
$249K – – –
BIG
1803
Brookwood Investment Group
Arizona
$248K -$11.8K -140 -5%
M
1804
MOTCO
Texas
$248K – – –
TIA
1805
Tiemann Investment Advisors
California
$247K -$27K -320 -10%
EA
1806
Everpar Advisors
Oklahoma
$246K +$4.89K +58 +2%
DCBT
1807
Dakota Community Bank & Trust
North Dakota
$246K +$17K +202 +7%
UCB
1808
United Community Bank
South Carolina
$245K -$430K -5,100 -64%
LPAM
1809
Lodestar Private Asset Management
California
$245K -$12.6K -149 -5%
OFW
1810
Omnia Family Wealth
Florida
$244K +$3.8K +45 +2%
WSA
1811
Wealth Science Advisors
Georgia
$244K +$244K +2,897 New
SCP
1812
Stevens Capital Partners
Nebraska
$243K -$33.3K -395 -12%
CG
1813
CFO4Life Group
Texas
$243K -$29.4K -349 -11%
VFM
1814
Vision Financial Markets
Connecticut
$242K – – –
MAWCM
1815
Mine & Arao Wealth Creation & Management
California
$242K -$11.6K -138 -5%
JA
1816
JVL Associates
Michigan
$242K +$1.6K +19 +0.7%
ZF
1817
Zhang Financial
Michigan
$242K +$84 +1 +0%
CFS
1818
Commonwealth Financial Services
West Virginia
$241K -$30K -356 -11%
TAFW
1819
Tred Avon Family Wealth
Maryland
$241K -$275K -3,262 -53%
BFG
1820
Beto Financial Group
Idaho
$241K +$222K +2,629 New
CA
1821
Capital Advantage
California
$241K +$169 +2 +0.1%
CRWM
1822
Castle Rock Wealth Management
California
$240K -$1.52M -18,054 -87%
SIM
1823
Studio Investment Management
Illinois
$240K +$11.1K +132 +5%
NB
1824
Nicolet Bankshares
Wisconsin
$239K -$67.5K -800 -22%
CT
1825
Caldwell Trust
Florida
$239K -$51.8K -614 -18%
71 72
73
74 75