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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
4501
Trinity Wealth Management
Pennsylvania
$3.01M +$202K +754 +7%
ICM
4502
Intrepid Capital Management
Florida
$3.01M -$16.4K -61 -0.5%
TDB
4503
Thompson David Blair
$3.01M +$2.97M +11,061 New
PWS
4504
Precision Wealth Strategies
Missouri
$3.01M -$100K -373 -3%
WA
4505
Waystone Advisors
Washington
$3M +$2.97M +11,047 New
AGAM
4506
Audent Global Asset Management
California
$3M -$378K -1,407 -11%
SCM
4507
Sollinda Capital Management
Florida
$3M +$37.6K +140 +1%
SG
4508
Sharper & Granite
California
$3M -$59.3K -221 -2%
WSA
4509
Wealth Science Advisors
Georgia
$3M +$2.96M +11,021 New
SWMG
4510
Signature Wealth Management Group
Georgia
$2.99M +$94.5K +352 +3%
SCA
4511
Sassicaia Capital Advisers
New York
$2.99M +$1.85M +6,900 +168%
MAM
4512
McLaughlin Asset Management
Illinois
$2.99M +$2.95M +10,999 New
RSWA
4513
Robinson Smith Wealth Advisors
Maine
$2.99M +$220K +820 +8%
AF
4514
Atala Financial
California
$2.99M -$545K -2,031 -16%
CFP
4515
Cypress Financial Planning
New Jersey
$2.99M +$562K +2,095 +24%
LFA
4516
Legend Financial Advisors
Pennsylvania
$2.98M -$54.8K -204 -2%
SWA
4517
ShankerValleau Wealth Advisors
Illinois
$2.98M +$39.7K +148 +1%
VWA
4518
VSM Wealth Advisory
Maryland
$2.98M +$2.92M +10,862 +12,630%
NWMG
4519
Nicholson Wealth Management Group
South Carolina
$2.97M -$73.3K -273 -2%
WMWM
4520
Whitaker-Myers Wealth Managers
Ohio
$2.97M -$11.5K -43 -0.4%
CCM
4521
Cohen Capital Management
California
$2.97M – – –
PFG
4522
Pinnacle Financial Group
Illinois
$2.97M +$187K +695 +7%
BIG
4523
Builder Investment Group
Georgia
$2.97M -$81.1K -302 -3%
LRIA
4524
Leonard Rickey Investment Advisors
Washington
$2.97M +$43K +160 +1%
LF
4525
Lighthouse Financial
Florida
$2.97M +$37.3K +139 +1%
179 180
181
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