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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
2926
Pinnacle Wealth Management Group
Michigan
$581K – – –
RIAS
2927
Rachor Investment Advisory Services
Michigan
$581K – – –
MM
2928
Monolith Management
Hong Kong
$581K +$410K +1,000 New
PA
2929
Promethium Advisors
Maryland
$581K +$410K +1,000 New
LWM
2930
LongView Wealth Management
Georgia
$579K +$34.4K +84 +9%
GCM
2931
Greenland Capital Management
New York
$577K -$2.33M -5,671 -85%
CWAF
2932
Core Wealth Advisors (Florida)
Florida
$576K +$407K +992 New
GRA
2933
Golden Road Advisors
Florida
$576K +$1.23K +3 +0.3%
SSW
2934
Smith Shellnut Wilson
Mississippi
$573K +$405K +987 New
IF
2935
Ironwood Financial
Arizona
$573K -$34K -83 -7%
BEW
2936
Burton Enright Welch
California
$573K +$404K +986 New
RGC
2937
Roberts, Glore & Co
Illinois
$573K -$17.6K -43 -4%
PW
2938
Potentia Wealth
California
$572K +$403K +984 New
SP
2939
Sequent Planning
Nebraska
$572K +$403K +984 New
BAM
2940
BCV Asset Management
$569K – – –
ACM
2941
Alpha Capital Management
Texas
$568K -$110K -268 -22%
OIM
2942
Oder Investment Management
California
$568K -$57.4K -140 -13%
APWA
2943
Atlas Private Wealth Advisors
New Jersey
$567K -$52.5K -128 -12%
VFP
2944
Vilga Financial Planning
New Jersey
$567K -$3.69K -9 -0.9%
SIA
2945
Sage Investment Advisers
New York
$566K -$1.25M -3,045 -76%
WDC
2946
Woodward Diversified Capital
California
$566K +$48.4K +118 +14%
CWM
2947
Centurion Wealth Management
Virginia
$566K -$93.5K -228 -19%
TNBTD
2948
Trustmark National Bank Trust Department
Mississippi
$566K +$399K +974 New
TWA
2949
TCI Wealth Advisors
Arizona
$566K +$399K +974 New
FMC
2950
First Merchants Corp
Indiana
$565K +$399K +973 New
116 117
118
119 120