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Name Holding Trade Value Shares
Change 		Change in
Stake
BWLSA
2626
Blue Water Life Science Advisors
California
$403K – – –
WA
2627
WESPAC Advisors
California
$402K +$423K +1,806 New
TC
2628
Toews Corporation
New Jersey
$401K +$422K +1,800 New
SNBOSD
2629
Security National Bank of So Dak
Iowa
$399K +$420K +1,789 New
FNC
2630
First National Corp
Massachusetts
$399K +$420K +1,792 New
W
2631
Wealthquest
Ohio
$396K -$16.9K -72 -4%
SPWG
2632
Sage Private Wealth Group
Illinois
$396K -$7.04K -30 -2%
SAM
2633
Strategy Asset Managers
California
$396K +$4.22K +18 +1%
ACP
2634
Aveo Capital Partners
Colorado
$394K +$115K +489 +38%
TWP
2635
Tower Wealth Partners
Pennsylvania
$393K -$101K -430 -20%
TCM
2636
Tran Capital Management
California
$393K – – –
IF
2637
Insight Folios
North Carolina
$393K +$414K +1,765 New
SRC
2638
Shufro Rose & Co
New York
$391K -$8.91K -38 -2%
AA
2639
Advisory Alpha
Michigan
$390K +$39.4K +168 +11%
FH
2640
FWG Holdings
Florida
$385K +$50.7K +216 +14%
WRM
2641
Weybosset Research & Management
Rhode Island
$383K -$5.63K -24 -1%
MAM
2642
Marquette Asset Management
Minnesota
$383K +$5.39K +23 +1%
JGIA
2643
Jackson Grant Investment Advisers
Connecticut
$381K – – –
TWA
2644
TPB Wealth Advisors
Texas
$380K – – –
JEST
2645
JTC Employer Solutions Trustee
Jersey
$379K – – –
FCMT
2646
Founders Capital Management (Texas)
Texas
$379K +$23.4K +100 +6%
BWA
2647
Burt Wealth Advisors
Maryland
$376K – – –
QAM
2648
QCI Asset Management
New York
$375K -$7.04K -30 -2%
TIA
2649
Tandem Investment Advisors
South Carolina
$373K +$68.2K +291 +21%
ZIG
2650
Zuckerman Investment Group
Illinois
$372K +$25.8K +110 +7%
104 105
106
107 108