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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2526
Sovereign Financial Group
Connecticut
$224K -$106K -315 -33%
AWM
2527
Accel Wealth Management
Iowa
$224K +$6.04K +18 +3%
GG
2528
GenWealth Group
New Jersey
$224K +$213K +636 New
AC
2529
AWM Capital
Arizona
$223K – – –
AIM
2530
Avity Investment Management
Connecticut
$223K +$212K +633 New
TFA
2531
Trinity Financial Advisors
Ohio
$223K +$212K +633 New
TLP
2532
Trinity Legacy Partners
Texas
$223K +$212K +633 New
CBT
2533
CoreFirst Bank & Trust
Kansas
$222K -$5.03K -15 -2%
CC
2534
Claybrook Capital
Massachusetts
$222K +$211K +630 New
HKIMG
2535
Hutchens & Kramer Investment Management Group
Indiana
$222K +$224K +669 New
IIM
2536
Ipswich Investment Management
Massachusetts
$221K +$210K +627 New
TCM
2537
Triumph Capital Management
Colorado
$220K -$96.6K -288 -32%
LFP
2538
Leeward Financial Partners
Washington
$220K +$209K +624 New
TL
2539
Tradewinds LLC
North Carolina
$219K +$887K +2,646 New
AFC
2540
AFT Forsyth & Company
Florida
$219K +$208K +621 New
HIM
2541
Hanlon Investment Management
New Jersey
$219K +$208K +621 New
SC
2542
Scholtz & Company
Connecticut
$219K +$208K +621 New
BFA
2543
Brendel Financial Advisors
New Hampshire
$217K +$206K +615 New
SA
2544
Shilanski & Associates
Alaska
$217K +$206K +615 New
VFIC
2545
Valley Forge Investment Consultants
Pennsylvania
$217K +$206K +615 New
SFO
2546
Standard Family Office
South Dakota
$216K +$205K +612 New
SGI
2547
Summit Global Investments
Utah
$216K +$205K +612 New
PO
2548
Private Ocean
California
$215K -$153K -456 -43%
KAM
2549
Knightsbridge Asset Management
California
$215K +$204K +609 New
CWMGP
2550
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$213K +$203K +606 New
100 101
102
103 104