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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2701
Objective Capital Management
Ohio
$6.12M -$68.9K -467 -1%
FWM
2702
Forefront Wealth Management
Pennsylvania
$6.12M -$258K -1,749 -5%
SIAG
2703
Safeguard Investment Advisory Group
California
$6.1M +$523K +3,543 +11%
EA
2704
Emerald Advisers
Pennsylvania
$6.1M -$419K -2,843 -7%
BFWA
2705
Benchmark Financial Wealth Advisors
Florida
$6.1M -$63K -427 -1%
WP
2706
WealthSpring Partners
California
$6.1M +$2.07K +14 +0%
BCM
2707
Barrier Capital Management
California
$6.1M +$5.46M +37,000 New
ACM
2708
Allred Capital Management
Texas
$6.1M -$11.8K -80 -0.2%
MCA
2709
Magnolia Capital Advisors
Mississippi
$6.1M -$7.97K -54 -0.1%
KC
2710
Kenfarb & Co
Kentucky
$6.08M -$207K -1,400 -4%
WBCM
2711
Wilson & Boucher Capital Management
California
$6.06M +$192K +1,299 +4%
UIA
2712
Ulland Investment Advisors
Minnesota
$6.06M – – –
AIA
2713
Affinity Investment Advisors
California
$6.04M -$1.38M -9,367 -20%
ACM
2714
Alcosta Capital Management
California
$6.04M -$435K -2,945 -7%
GWWM
2715
Great Waters Wealth Management
Minnesota
$6.03M +$55K +373 +1%
DCM
2716
DGS Capital Management
New Jersey
$6.03M +$220K +1,494 +4%
TC
2717
Tenere Capital
New York
$6.03M -$3.36M -22,790 -38%
DRD
2718
Dennis R. Delaney
$6.03M +$17K +115 +0.3%
ODFS
2719
O'Donnell Financial Services
California
$6.02M +$920K +6,236 +21%
PVAMC
2720
PPS&V Asset Management Consultants
Michigan
$6.02M -$78.5K -532 -1%
BCM
2721
Boltwood Capital Management
California
$6.01M +$405K +2,745 +8%
LTI
2722
Laffer Tengler Investments
Tennessee
$6.01M +$603K +4,086 +13%
RWA
2723
Rainsberger Wealth Advisors
Colorado
$6M +$173K +1,172 +3%
HA
2724
Harfst & Associates
Wyoming
$5.99M +$442K +2,993 +9%
IW
2725
Imprint Wealth
South Carolina
$5.99M +$5.28M +35,809 New
107 108
109
110 111