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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
2851
Rise Advisors
New York
$644K +$36.5K +89 +9%
HCM
2852
Hengehold Capital Management
Ohio
$644K -$62.3K -152 -12%
HWMG
2853
Hurlow Wealth Management Group
Indiana
$643K +$1.23K +3 +0.3%
QA
2854
Quattro Advisors
Pennsylvania
$642K +$4.92K +12 +1%
TCM
2855
Teza Capital Management
Illinois
$641K +$453K +1,104 New
MAM
2856
MWA Asset Management
Massachusetts
$641K -$152K -371 -25%
JSC
2857
Jackson Square Capital
California
$637K +$41K +100 +10%
AWA
2858
Archvest Wealth Advisors
California
$636K +$449K +1,095 New
WA
2859
WPG Advisers
Maryland
$634K +$83.6K +204 +23%
CNB
2860
Camden National Bank
Maine
$634K +$447K +1,091 New
BRPW
2861
Ballast Rock Private Wealth
South Carolina
$633K – – –
LW
2862
Lauer Wealth
Indiana
$633K -$1.61M -3,920 -77%
BOSSRA
2863
B.O.S.S. Retirement Advisors
Utah
$630K -$7.38K -18 -2%
TWM
2864
TriaGen Wealth Management
California
$629K +$35.7K +87 +9%
BWM
2865
Bulltick Wealth Management
Florida
$626K -$540K -1,317 -55%
OCM
2866
Outlook Capital Management
Illinois
$626K +$442K +1,077 New
6F
2867
626 Financial
Michigan
$625K +$441K +1,076 New
BWMG
2868
Barnes Wealth Management Group
California
$625K -$32K -78 -7%
LGA
2869
Lebenthal Global Advisors
New York
$625K -$4.92K -12 -1%
IMT
2870
Investment Management Trust
Massachusetts
$624K – – –
YWS
2871
Yarger Wealth Strategies
Ohio
$623K +$31.2K +76 +7%
CNWM
2872
Clay Northam Wealth Management
California
$623K +$3.69K +9 +0.8%
HFBOT
2873
Home Federal Bank of Tennessee
Tennessee
$621K +$18K +44 +4%
KDA
2874
Kraft Davis & Associates
Missouri
$618K -$23.8K -58 -5%
LCWM
2875
Legacy Capital Wealth Management
Texas
$618K -$560K -1,365 -56%
113 114
115
116 117