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Name Holding Trade Value Shares
Change 		Change in
Stake
BF
2076
Brucke Financial
Indiana
$206K +$209K +2,856 New
OWA
2077
Octavia Wealth Advisors
Ohio
$206K +$209K +2,850 New
HWA
2078
HCR Wealth Advisors
California
$204K +$208K +2,833 New
PB
2079
Pinnacle Bancorp
Nebraska
$204K – – –
SB
2080
Sunflower Bank
Texas
$204K -$11.2K -153 -5%
TP
2081
TritonPoint Partners
Maryland
$204K -$160K -2,177 -44%
SI
2082
Scharf Investments
California
$203K -$232K -3,163 -53%
CIAS
2083
CFS Investment Advisory Services
New Jersey
$203K – – –
MA
2084
MJP Associates
Connecticut
$203K -$49.1K -669 -19%
NWWA
2085
New Wave Wealth Advisors
Arkansas
$203K -$10.9K -148 -5%
AF
2086
Avanza Fonder
Sweden
$202K – – –
DW30
2087
Drucker Wealth 3.0
New Jersey
$202K -$9.53K -130 -4%
FF
2088
Farrell Financial
New York
$202K -$1.69K -23 -0.8%
SOAMC
2089
Spirit of America Management Corp
New York
$202K – – –
TWM
2090
Thrive Wealth Management
Pennsylvania
$202K -$4.99K -68 -2%
S
2091
Sunpointe
Missouri
$201K -$15.6K -213 -7%
MA
2092
MCF Advisors
Kentucky
$200K -$72.6K -990 -26%
WPC
2093
Waters Parkerson & Co
Louisiana
$200K +$203K +2,775 New
BWM
2094
BlackDiamond Wealth Management
New York
$200K +$188K +2,565 New
LWCFA
2095
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$200K +$38.1K +520 +23%
SFG
2096
Strive Financial Group
Indiana
$199K +$138K +1,880 +214%
GSWM
2097
Golden State Wealth Management
California
$198K +$73.9K +1,008 +58%
TSMHT
2098
Thurston Springer Miller Herd & Titak
Indiana
$192K – – –
FMP
2099
Financial Management Professionals
Texas
$190K +$6.82K +93 +4%
ESC
2100
Eurizon SLJ Capital
$187K – – –
82 83
84
85 86