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Name Holding Trade Value Shares
Change 		Change in
Stake
ONSWM
3476
Old North State Wealth Management
North Carolina
$1.93M +$318K +2,027 +17%
CAGAS
3477
Capital Advisory Group Advisory Services
Minnesota
$1.93M +$21K +134 +1%
AW
3478
Avion Wealth
Texas
$1.93M +$163K +1,040 +8%
KCM
3479
Kennicott Capital Management
California
$1.93M +$243K +1,548 +12%
WCBA
3480
Weaver C. Barksdale & Associates
Tennessee
$1.93M -$78.6K -501 -3%
FPWM
3481
FSB Premier Wealth Management
Iowa
$1.92M -$11.1K -71 -0.5%
CIR
3482
Clear Investment Research
Georgia
$1.92M +$181K +1,154 +9%
AFS
3483
Axiom Financial Strategies
Indiana
$1.91M +$129K +822 +6%
GCL
3484
Gouws Capital LLC
North Carolina
$1.91M -$221K -1,405 -9%
HA
3485
HC Advisors
Georgia
$1.91M -$1.29M -8,196 -37%
BCP
3486
Berkeley Capital Partners
Georgia
$1.9M -$7.53K -48 -0.3%
AWA
3487
Alaska Wealth Advisors
Alaska
$1.9M +$490K +3,123 +29%
RB
3488
Renasant Bank
Mississippi
$1.9M -$552K -3,517 -20%
AIM
3489
AMI Investment Management
Indiana
$1.9M -$165K -1,053 -7%
RSS
3490
Rosenblum Silverman Sutton
California
$1.89M -$335K -2,134 -13%
HIC
3491
Harvey Investment Company
Kentucky
$1.89M -$25.1K -160 -1%
SPIO
3492
Seven Post Investment Office
California
$1.89M -$9.73K -62 -0.5%
PFG
3493
PAX Financial Group
Texas
$1.89M -$67K -427 -3%
SFPG
3494
Stonebridge Financial Planning Group
Florida
$1.89M +$7.85K +50 +0.4%
MCM
3495
Mainstay Capital Management
Michigan
$1.89M -$208K -1,326 -9%
WSWA
3496
Warren Street Wealth Advisors
California
$1.88M +$462K +2,943 +28%
DSCM
3497
Del-Sette Capital Management
New York
$1.88M -$191K -1,216 -8%
SAMT
3498
Select Asset Management & Trust
Pennsylvania
$1.88M -$700K -4,462 -25%
CC
3499
Claybrook Capital
Massachusetts
$1.87M +$31.4K +200 +2%
DM
3500
Diker Management
New York
$1.86M – – –
138 139
140
141 142