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Name Holding Trade Value Shares
Change 		Change in
Stake
DMC
5751
Drexel Morgan & Co
Pennsylvania
$323K – – –
CCM
5752
Ciovacco Capital Management
Georgia
$323K +$16.7K +73 +6%
MFG
5753
Mustico Financial Group
New York
$323K – – –
IWB
5754
Innovative Wealth Building
Maryland
$322K +$65.7K +287 +26%
RTC
5755
Riverview Trust Company
Washington
$321K – – –
ATI
5756
ARK & TLK Investments
Oklahoma
$321K +$44.8K +196 +16%
IPA
5757
Investment Planning Advisors
Georgia
$321K +$318K +1,391 New
YWM
5758
Yardley Wealth Management
Pennsylvania
$321K – – –
BIG
5759
Builder Investment Group
Georgia
$321K -$51.2K -224 -14%
BA
5760
BCM Advisors
Louisiana
$320K – – –
SB
5761
Semitam Bonam
New York
$320K +$3.66K +16 +1%
KCAM
5762
Kagan Cocozza Asset Management
New Jersey
$320K -$7.09K -31 -2%
AA
5763
Aufman Associates
Pennsylvania
$320K -$4.12K -18 -1%
RA
5764
Rodgers & Associates
Pennsylvania
$319K -$11K -48 -3%
FWP
5765
Family Wealth Partners
North Carolina
$318K -$14.4K -63 -4%
AAM
5766
American Asset Management
Florida
$317K +$314K +1,372 New
OWA
5767
Oak Wealth Advisors
Illinois
$316K +$28.8K +126 +10%
EI
5768
eCIO Inc
Wisconsin
$315K -$170K -745 -35%
CC
5769
Capstone Capital
Nevada
$315K -$88.5K -387 -22%
WFP
5770
Wrenne Financial Planning
Kentucky
$314K +$1.83K +8 +0.6%
NA
5771
Novus Advisors
South Carolina
$313K -$18.8K -82 -6%
CWM
5772
Cadence Wealth Management
Massachusetts
$313K +$6.63K +29 +2%
SHWM
5773
Smith & Howard Wealth Management
Georgia
$313K – – –
TFG
5774
Team Financial Group
California
$312K – – –
FWM
5775
FLP Wealth Management
Arkansas
$312K -$23.1K -101 -7%
229 230
231
232 233