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Name Holding Trade Value Shares
Change 		Change in
Stake
AFGAS
4926
Allegiance Financial Group Advisory Services
Virginia
$565K -$252K -1,274 -33%
DWM
4927
Denver Wealth Management
Colorado
$563K +$6.73K +34 +1%
GRR
4928
Golden Reserve Retirement
Ohio
$562K +$287K +1,452 +131%
MPPW
4929
Mitchell & Pahl Private Wealth
Oklahoma
$562K -$27.5K -139 -5%
BHWA
4930
Beacon Harbor Wealth Advisors
Virginia
$562K +$7.92K +40 +2%
FIC
4931
Family Investment Center
Missouri
$562K +$507K +2,560 New
TW
4932
Towerpoint Wealth
California
$561K +$17.6K +89 +4%
BFA
4933
Brown Financial Advisory
Alabama
$557K +$267K +1,348 +113%
PCMH
4934
Polymer Capital Management (HK)
Hong Kong
$557K -$539K -2,726 -52%
AIA
4935
Allied Investment Advisors
Montana
$554K +$18.4K +93 +4%
MIM
4936
Marshall Investment Management
Colorado
$554K -$4.62M -23,341 -90%
EP
4937
EPIQ Partners
Minnesota
$553K +$11.9K +60 +2%
GWI
4938
Grace & White Inc
New York
$553K – – –
MCM
4939
Monarch Capital Management
Indiana
$552K +$110K +554 +28%
JGIA
4940
Jackson Grant Investment Advisers
Connecticut
$551K – – –
HSWS
4941
Higgins & Schmidt Wealth Strategies
Colorado
$551K -$4.95K -25 -1%
OWM
4942
Orgel Wealth Management
Wisconsin
$551K – – –
AFG
4943
Arkansas Financial Group
Arkansas
$550K +$27.7K +140 +6%
TWM
4944
TSA Wealth Management
Texas
$550K +$59.6K +301 +14%
BIA
4945
Beacon Investment Advisors
Maryland
$549K – – –
GL
4946
Gerber LLC
Ohio
$549K +$594 +3 +0.1%
RWA
4947
Resolute Wealth Advisor
Ohio
$549K +$521K +2,635 New
MSF
4948
Mustard Seed Financial
Arkansas
$548K – – –
JBA
4949
Johnson Bixby & Associates
Washington
$545K +$2.38K +12 +0.5%
JWM
4950
JDH Wealth Management
California
$545K -$63.7K -322 -11%
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