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Name Holding Trade Value Shares
Change 		Change in
Stake
EFN
3101
Equita Financial Network
Pennsylvania
$507K +$97.6K +237 +21%
HT
3102
Heritage Trust
Oklahoma
$507K +$30.9K +75 +6%
GCA
3103
Gallagher Capital Advisors
Texas
$506K +$70.9K +172 +14%
TW
3104
Trajan Wealth
Arizona
$505K -$196K -476 -26%
LWANC
3105
Laurel Wealth Advisors (North Carolina)
North Carolina
$505K -$4.12K -10 -0.8%
TWM
3106
Tripletail Wealth Management
Florida
$504K +$4.94K +12 +0.9%
SIC
3107
SFE Investment Counsel
California
$504K +$1.24K +3 +0.2%
GLR
3108
Great Lakes Retirement
Ohio
$504K +$199K +482 +55%
CA
3109
CapWealth Advisors
Tennessee
$503K -$21K -51 -4%
MCM
3110
Monument Capital Management
Virginia
$503K -$35.8K -87 -6%
4WM
3111
44 Wealth Management
Oregon
$503K -$2.06K -5 -0.4%
KFS
3112
Kelly Financial Services
Massachusetts
$502K +$824 +2 +0.1%
CAG
3113
Centerpoint Advisory Group
Kansas
$502K -$20.6K -50 -4%
SWM
3114
SilverOak Wealth Management
Minnesota
$502K +$96K +233 +21%
JA
3115
JVL Associates
Michigan
$502K +$10.3K +25 +2%
BHPW
3116
Beverly Hills Private Wealth
California
$499K +$348K +845 +170%
WCM
3117
Whitener Capital Management
North Carolina
$499K +$98K +238 +22%
QFA
3118
Quantum Financial Advisors
California
$498K +$37.9K +92 +7%
RPC
3119
Royal Palms Capital
Montana
$498K +$552K +1,340 New
TMWM
3120
Taylor & Morgan Wealth Management
Michigan
$497K -$163K -395 -23%
S
3121
Steadtrust
Texas
$496K -$824 -2 -0.1%
SWM
3122
Shrier Wealth Management
California
$496K +$32.5K +79 +6%
WFA
3123
West Financial Advisors
Iowa
$496K – – –
FFO
3124
Fortitude Family Office
Arizona
$496K +$49.4K +120 +10%
BFG
3125
Beto Financial Group
Idaho
$495K +$18.9K +46 +4%
123 124
125
126 127