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Name Holding Trade Value Shares
Change 		Change in
Stake
CICC
2501
Capital Investment Counsel (Colorado)
Colorado
$219K -$43K -75 -15%
HCM
2502
Hutchinson Capital Management
California
$219K -$573 -1 -0.2%
JWM
2503
JPL Wealth Management
Colorado
$218K +$248K +433 New
LFG
2504
Lockerman Financial Group
California
$218K +$13.8K +24 +6%
BWA
2505
BlueChip Wealth Advisors
Georgia
$218K -$244K -425 -50%
SLG
2506
Stanley-Laman Group
Pennsylvania
$218K – – –
6F
2507
626 Financial
Michigan
$217K – – –
GLA
2508
Good Life Advisors
Pennsylvania
$216K -$4.01K -7 -2%
LAM
2509
Lifestyle Asset Management
Texas
$216K -$5.16K -9 -2%
GAG
2510
GM Advisory Group
New York
$214K +$244K +425 New
SFG
2511
Sunburst Financial Group
Alabama
$214K +$17.8K +31 +8%
CCM
2512
Chilton Capital Management
Texas
$212K -$246K -430 -51%
LP
2513
LGL Partners
Pennsylvania
$212K -$63.1K -110 -21%
WPA
2514
West Paces Advisors
Georgia
$212K -$26.9K -47 -10%
CCA
2515
Catalyst Capital Advisors
New York
$212K -$4.59K -8 -2%
SCA
2516
Sippican Capital Advisors
Massachusetts
$212K – – –
BRG
2517
Bay Rivers Group
Virginia
$212K +$241K +420 New
VA
2518
Verdad Advisers
Massachusetts
$212K +$241K +420 New
FFA
2519
Fi3 Financial Advisors
Indiana
$210K +$4.59K +8 +2%
ST
2520
Spinnaker Trust
Maine
$210K -$15.5K -27 -6%
YWM
2521
Yoder Wealth Management
California
$210K -$4.59K -8 -2%
AWAG
2522
ARS Wealth Advisors Group
Florida
$210K -$573 -1 -0.2%
VR
2523
Valued Retirements
Texas
$210K – – –
MW
2524
MBL Wealth
North Carolina
$209K -$24.1K -42 -9%
WWM
2525
Whalen Wealth Management
Nevada
$209K +$238K +415 New
99 100
101
102 103