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Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
3251
Powell Investment Advisors
Florida
$382K -$205K -500 -43%
SC
3252
Solstein Capital
California
$382K – – –
FCM
3253
Fogel Capital Management
Florida
$382K +$269K +657 New
CWM
3254
Cahaba Wealth Management
Georgia
$381K +$269K +656 New
WAM
3255
WealthTrust Asset Management
Florida
$380K +$269K +655 New
QWM
3256
QP Wealth Management
New Jersey
$379K +$268K +653 New
CC
3257
Cypress Capital
Tennessee
$379K +$267K +652 New
LWA
3258
Lantern Wealth Advisors
New York
$376K +$266K +648 New
OCFG
3259
O'Connor Financial Group
Illinois
$376K +$266K +648 New
TTWM
3260
TCV Trust & Wealth Management
Virginia
$376K +$266K +648 New
LFGO
3261
Legacy Financial Group (Oklahoma)
Oklahoma
$374K +$264K +644 New
WJA
3262
Willis Johnson & Associates
Texas
$374K -$645K -1,572 -71%
HNWA
3263
Henrickson Nauta Wealth Advisors
Michigan
$374K +$264K +643 New
MSCM
3264
McElhenny Sheffield Capital Management
Texas
$373K +$263K +642 New
BFAG
3265
Blackston Financial Advisory Group
Florida
$372K +$263K +641 New
GFPC
3266
Global Financial Private Client
Florida
$372K +$262K +640 New
DF
3267
Define Financial
California
$372K +$262K +640 New
FFO
3268
Fortitude Family Office
Arizona
$371K +$48.8K +119 +23%
DAC
3269
Dividend Assets Capital
South Carolina
$371K +$262K +638 New
PCM
3270
Payne Capital Management
New York
$371K +$262K +638 New
JPLA
3271
Joseph P. Lucia & Associates
New York
$370K +$261K +637 New
NCM
3272
Nelson Capital Management
California
$370K +$261K +637 New
PBO
3273
Peoples Bank (Ohio)
Ohio
$370K +$261K +637 New
OWCM
3274
One Wealth Capital Management
Arizona
$369K +$261K +636 New
MCM
3275
Maple Capital Management
Vermont
$368K +$260K +634 New
129 130
131
132 133