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Name Holding Trade Value Shares
Change 		Change in
Stake
PEWA
1101
Pacific Excel Wealth Advisors
California
$251K +$181K +985 New
DC
1102
DeDora Capital
California
$250K +$181K +982 New
MAG
1103
Meadowbrook Advisors Group
New Jersey
$247K +$178K +969 New
WTC
1104
WhitTier Trust Company
Nevada
$246K -$4.89M -26,578 -97%
FFS
1105
Founders Financial Securities
Maryland
$242K +$175K +950 New
CCFM
1106
Clear Creek Financial Management
Washington
$241K +$174K +947 New
NG
1107
NWK Group
California
$241K +$174K +945 New
IIL
1108
Income Insurance Ltd
$238K +$172K +937 New
WI
1109
WBI Investments
New Jersey
$237K +$171K +930 New
M
1110
MYeCFO
California
$237K +$171K +930 New
WAG
1111
Wallace Advisory Group
California
$236K +$171K +927 New
SP
1112
Stonebrook Private
Michigan
$234K +$169K +919 New
TFA
1113
Transamerica Financial Advisors
Florida
$234K +$33.7K +183 +25%
CLA
1114
Carnegie Lake Advisors
New Jersey
$233K +$168K +915 New
SDH
1115
Sloy Dahl & Holst
Washington
$233K +$168K +915 New
OHWP
1116
Oak Harbor Wealth Partners
North Carolina
$232K -$611K -3,320 -78%
CTC
1117
Central Trust Company
Missouri
$232K +$137K +745 +446%
MW
1118
MBL Wealth
North Carolina
$232K +$168K +912 New
LFA
1119
Legacy Financial Advisors
Kentucky
$231K +$167K +907 New
AC
1120
ASB Consultores
Florida
$230K +$166K +904 New
OL
1121
Optas LLC
Texas
$229K +$166K +901 New
DAM
1122
Diamant Asset Management
Connecticut
$229K +$166K +900 New
NFG
1123
Nations Financial Group
Iowa
$228K +$165K +894 New
IWA
1124
Icon Wealth Advisors
Texas
$227K +$164K +893 New
AWM
1125
Aprio Wealth Management
Georgia
$227K +$164K +892 New
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