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Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
2376
Charter Oak Capital Management
New Hampshire
$248K +$209K +1,197 New
FFP
2377
FourThought Financial Partners
Florida
$248K +$209K +1,197 New
BF
2378
Brogan Financial
Tennessee
$248K +$208K +1,195 New
SDAM
2379
Shulman DeMeo Asset Management
New York
$248K +$208K +1,194 New
TIAM2
2380
Tru Independence Asset Management 2
Oregon
$248K +$208K +1,194 New
JHCP
2381
Jackson Hole Capital Partners
Oklahoma
$248K +$208K +1,193 New
1IA
2382
1834 Investment Advisors
Wisconsin
$247K +$208K +1,192 New
TA
2383
TruWealth Advisors
Louisiana
$247K +$208K +1,190 New
MPW
2384
MGO Private Wealth
California
$247K -$1.76M -10,113 -89%
SAM
2385
S.A. Mason
Michigan
$246K +$8.72K +50 +4%
FC
2386
Financial Council
Maryland
$245K +$206K +1,183 New
VCM
2387
Vision Capital Management
Oregon
$245K -$171K -980 -45%
OWP
2388
Obermeyer Wealth Partners
Colorado
$244K +$205K +1,177 New
CPC
2389
Congress Park Capital
New York
$244K +$205K +1,176 New
SCA
2390
Sage Capital Advisors
South Dakota
$244K +$205K +1,176 New
AWP
2391
Atlas Wealth Partners
Pennsylvania
$243K +$1.74K +10 +0.7%
IFA
2392
Interactive Financial Advisors
Illinois
$243K -$25.6K -147 -11%
WLPWM
2393
Walled Lake Planning & Wealth Management
Illinois
$243K +$204K +1,170 New
WAS
2394
Wealth Advisory Solutions
Indiana
$242K – – –
SC
2395
Searle & Co
Connecticut
$242K +$256K +1,470 New
RGF
2396
Retirement Guys Formula
Ohio
$241K +$203K +1,164 New
BAM
2397
BOS Asset Management
Illinois
$240K +$201K +1,155 New
WFS
2398
Weitzel Financial Services
Iowa
$240K +$215K +1,230 New
CAM
2399
Carret Asset Management
New York
$239K -$301K -1,725 -60%
DJYG
2400
David J. Yvars Group
Florida
$239K +$201K +1,152 New
94 95
96
97 98