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Name Holding Trade Value Shares
Change 		Change in
Stake
C1AG
3076
Client 1st Advisory Group
Florida
$468K +$52.3K +212 +13%
RCM
3077
Raleigh Capital Management
North Carolina
$467K +$65.3K +265 +17%
MI
3078
Motiv8 Investments
Florida
$465K +$441K +1,788 New
CCG
3079
Coastwise Capital Group
California
$465K +$2.96K +12 +0.7%
MA
3080
MKT Advisors
California
$465K -$1.73K -7 -0.4%
FA
3081
Financial Alternatives
California
$464K – – –
EC
3082
EdgeRock Capital
Colorado
$463K +$166K +672 +67%
OTL
3083
Oak Thistle LLC
New York
$462K -$831K -3,370 -65%
EA
3084
Emerald Advisors
Washington
$462K +$6.41K +26 +1%
MAM
3085
Mainsail Asset Management
Alabama
$462K +$437K +1,775 New
WF
3086
Wayfinding Financial
Washington
$462K +$4.93K +20 +1%
LJHT
3087
Laurie J. Hall Trustee
$462K +$94.9K +385 +28%
SHF
3088
Stage Harbor Financial
Massachusetts
$462K +$437K +1,773 New
WAM
3089
Worth Asset Management
Texas
$461K +$246 +1 +0.1%
RFN
3090
Redwood Financial Network
Ohio
$461K – – –
SIM
3091
Studio Investment Management
Illinois
$460K -$64.3K -261 -13%
YWM
3092
Yoder Wealth Management
California
$460K +$436K +1,767 New
SIS
3093
Sound Income Strategies
Florida
$458K +$28.8K +117 +7%
CBTWT
3094
Community Bank & Trust (Waco, Texas)
Texas
$458K -$56K -227 -11%
JJBC
3095
James J. Burns & Company
New York
$458K +$199K +808 +85%
HCA
3096
Heck Capital Advisors
Wisconsin
$458K -$39.2K -159 -8%
KNW
3097
Kesler Norman & Wride
Utah
$457K +$432K +1,754 New
MHR
3098
Matthew Hamilton Rosenberg
$456K +$16K +65 +4%
EWA
3099
Evolution Wealth Advisors
Florida
$456K – – –
DA
3100
Dover Advisors
Virginia
$455K -$47.3K -192 -10%
122 123
124
125 126