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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1501
Calton & Associates
Florida
$1.01M -$124K -444 -10%
IP
1502
Ignite Planners
California
$1.01M +$177K +635 +18%
TWM
1503
Thrive Wealth Management
Pennsylvania
$1.01M -$233K -834 -18%
FSA
1504
Fort Sheridan Advisors
Illinois
$1.01M -$22.3K -80 -2%
OPW
1505
Oxler Private Wealth
New York
$1.01M – – –
JSW
1506
Journey Strategic Wealth
New Jersey
$1.01M +$284K +1,017 +37%
AC
1507
Avant Capital
Louisiana
$1M -$232K -830 -18%
DAM
1508
Doheny Asset Management
California
$1M +$1.06M +3,780 New
MSS
1509
Mitchell Sinkler & Starr
Pennsylvania
$1M +$603K +2,159 +134%
AAM
1510
Ascension Asset Management
New York
$1M -$702K -2,514 -67%
CC
1511
Corton Capital
Ontario, Canada
$998K -$495K -1,772 -32%
DSCM
1512
Del-Sette Capital Management
New York
$998K +$1.05M +3,761 New
SFS
1513
Searcy Financial Services
Kansas
$997K +$63.4K +227 +6%
TFS
1514
TrustCore Financial Services
Tennessee
$995K -$18.4K -66 -2%
ZIG
1515
Zuckerman Investment Group
Illinois
$995K – – –
KWS
1516
Keystone Wealth Services
California
$995K +$54.7K +196 +6%
B
1517
BetterWealth
California
$994K – – –
SFO
1518
Stokes Family Office
Louisiana
$994K +$146K +522 +16%
RCM
1519
RB Capital Management
Nevada
$993K +$91.9K +329 +10%
CAC
1520
Certified Advisory Corp
Florida
$992K +$1.96K +7 +0.2%
SA
1521
SWM Advisors
Florida
$990K – – –
LFGH
1522
Lee Financial Group Hawaii
Hawaii
$990K +$73.1M +261,608 +26,425%
WDG
1523
Wealth Dimensions Group
Ohio
$989K +$279 +1 +0%
WQ
1524
Wealth Quarterback
New Jersey
$989K +$414K +1,481 +66%
CPIA
1525
Cornell Pochily Investment Advisors
New York
$988K +$27.4K +98 +3%
59 60
61
62 63