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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2051
Cresta Advisors
Texas
$489K – – –
BW
2052
Bravera Wealth
North Dakota
$489K +$487K +12,012 New
VIP
2053
Viewpoint Investment Partners
Alberta, Canada
$489K +$487K +12,000 New
SFG
2054
Sovereign Financial Group
Connecticut
$489K +$42.8K +1,056 +10%
SIM
2055
Sentry Investment Management
Wisconsin
$485K +$44.9K +1,108 +10%
GWP
2056
Gateway Wealth Partners
Wisconsin
$484K +$54.9K +1,353 +13%
CGL
2057
Clarius Group LLC
Washington
$484K -$41.3K -1,018 -8%
FFB
2058
First Financial Bankshares
Texas
$484K -$12.9K -318 -3%
MPWS
2059
McCarter Private Wealth Services
Massachusetts
$484K +$270K +6,659 +128%
UWM
2060
Urban Wealth Management
California
$483K +$481K +11,868 New
OC
2061
Oarsman Capital
Wisconsin
$483K -$125K -3,070 -21%
7WCP
2062
71 West Capital Partners
Massachusetts
$482K +$480K +11,844 New
SFWC
2063
Strategic Family Wealth Counselors
New Jersey
$482K -$73.8K -1,820 -13%
DBRC
2064
D.B. Root & Company
Pennsylvania
$482K +$3.16K +78 +0.7%
BCFD
2065
Boit C.F. David
$481K -$52.7K -1,300 -10%
KWM
2066
KW Wealth Management
California
$481K +$50.5K +1,244 +12%
BFWA
2067
Benchmark Financial Wealth Advisors
Florida
$481K +$46K +1,135 +11%
GAM
2068
Grandview Asset Management
Pennsylvania
$480K -$7.58K -187 -2%
RS
2069
Rakuten Securities
Japan
$479K +$241K +5,931 +102%
NAMP
2070
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$479K -$8.11K -200 -2%
CFO
2071
CVA Family Office
Colorado
$479K +$6.49K +160 +1%
CLA
2072
Carnegie Lake Advisors
New Jersey
$478K -$20.3K -500 -4%
CV
2073
Counterweight Ventures
North Carolina
$478K -$68.6K -1,691 -13%
FGC
2074
First Growth Capital
Maryland
$477K +$395K +9,732 New
SCM
2075
Sterneck Capital Management
Missouri
$476K +$173K +4,266 +57%
81 82
83
84 85