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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
4326
Objective Capital Management
Ohio
$2.43M -$4.85M -20,914 -66%
EC
4327
Eaton-Cambridge
Arizona
$2.43M +$32.9K +142 +1%
FWP
4328
Forefront Wealth Partners
Texas
$2.43M -$3.71K -16 -0.1%
VIM
4329
Vista Investment Management
Pennsylvania
$2.43M -$58.8K -254 -2%
CCM
4330
Cohen Capital Management
California
$2.42M -$487K -2,100 -16%
PCC
4331
Park Circle Company
Maryland
$2.42M – – –
JWM
4332
JDH Wealth Management
California
$2.42M +$94.3K +407 +4%
BFS
4333
Burr Financial Services
California
$2.41M -$1.06M -4,579 -30%
MIM
4334
Meridiem Investment Management
United Kingdom
$2.41M -$695K -3,000 -22%
WWM
4335
Wiser Wealth Management
Georgia
$2.41M +$89.2K +385 +4%
CWM
4336
Compass Wealth Management
Connecticut
$2.41M -$248K -1,070 -9%
FAM
4337
Forte Asset Management
New York
$2.4M +$1.41M +6,094 +129%
PFG
4338
Pinnacle Financial Group
Illinois
$2.4M -$12K -52 -0.5%
BCM
4339
Brasada Capital Management
Texas
$2.4M -$90.8K -392 -3%
RH
4340
RFG Holdings
Texas
$2.4M +$281K +1,214 +13%
SWA
4341
ShankerValleau Wealth Advisors
Illinois
$2.4M -$69.5K -300 -3%
OPWM
4342
Oakwell Private Wealth Management
Texas
$2.4M +$605K +2,610 +32%
CCP
4343
Carmel Capital Partners
California
$2.4M -$5.79K -25 -0.2%
CWL
4344
Causey Wealth LLC
Colorado
$2.39M -$22.7K -98 -0.9%
RFP
4345
Roth Financial Partners
Texas
$2.39M – – –
AWA
4346
AmeriServ Wealth Advisors
Pennsylvania
$2.39M -$509K -2,198 -17%
AIM
4347
AMI Investment Management
Indiana
$2.39M -$65.8K -284 -3%
DP
4348
Denver PWM
Colorado
$2.39M +$1.67M +7,194 +202%
CCM
4349
Chiron Capital Management
Florida
$2.38M -$63.9K -276 -3%
HPBT
4350
Hickory Point Bank & Trust
Illinois
$2.38M +$86.4K +373 +4%
172 173
174
175 176