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Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
5751
Willis Investment Counsel
Georgia
$280K – – –
FIC
5752
Family Investment Center
Missouri
$280K -$202K -917 -41%
WCM
5753
Wealthcare Capital Management
Virginia
$279K -$1.98K -9 -0.7%
CCAM
5754
Crystal Cove Asset Management
California
$279K +$295K +1,340 New
MS
5755
Monetary Solutions
Ohio
$278K +$23.1K +105 +9%
SB
5756
Semitam Bonam
New York
$277K -$12.1K -55 -4%
ASG
5757
Ariston Services Group
California
$277K -$292K -1,328 Closed
PAM
5758
Prodigy Asset Management
Nebraska
$276K +$5.5K +25 +2%
FWA
5759
FOCUS Wealth Advisors
Texas
$276K – – –
WFL
5760
Wealth Forward LLC
North Dakota
$276K -$440 -2 -0.2%
AMIM
5761
Aull & Monroe Investment Management
Alabama
$275K – – –
LWP
5762
LeClair Wealth Partners
Ohio
$274K -$1.64M -7,429 -85%
BWAM
5763
Blue Water Asset Management
Michigan
$274K +$290K +1,316 New
CHWM
5764
Cauble & Harre Wealth Management
Missouri
$273K – – –
NWS
5765
Nvest Wealth Strategies
Ohio
$273K +$29.7K +135 +11%
EWA
5766
Elevate Wealth Advisory
Georgia
$272K +$44.9K +204 +19%
VERPA
5767
Virginia Estate & Retirement Planning Advisors
Virginia
$272K +$808K +3,672 New
SFS
5768
Solitude Financial Services
Virginia
$271K +$240K +1,092 New
PFGWM
5769
Price Financial Group Wealth Management
Oregon
$269K -$36.5K -166 -13%
NA
5770
Nestegg Advisors
New York
$268K – – –
BJB
5771
Broadhurst Jeffrey B
$268K +$15.6K +71 +6%
NFS
5772
NewCorp Financial Services
Georgia
$268K +$25.1K +114 +10%
PCP
5773
Perbak Capital Partners
United Kingdom
$268K +$283K +1,286 New
PWS
5774
Physician Wealth Solutions
Nevada
$268K -$6.61K -30 -2%
AWM
5775
Act Wealth Management
Texas
$267K +$26.6K +121 +10%
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