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Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1651
Bogart Wealth LLC
Virginia
$170K +$15.4K +100 +12%
MCM
1652
MV Capital Management
Maryland
$166K -$8.76K -57 -6%
SWM
1653
Sugarloaf Wealth Management
Georgia
$159K -$122K -794 -48%
BFC
1654
Bedel Financial Consulting
Indiana
$155K -$109K -711 -46%
FNBOSM
1655
First National Bank of South Miami
Florida
$155K -$25.7K -167 -17%
IFAM
1656
Institutional & Family Asset Management
Colorado
$152K +$42K +273 +49%
WIM
1657
Westside Investment Management
California
$150K +$391K +2,543 +72%
PWMG
1658
Prestige Wealth Management Group
New Jersey
$150K +$9.07K +59 +8%
CAL
1659
Capital Analysts LLC
Pennsylvania
$149K -$9.07K -59 -7%
AW
1660
Avion Wealth
Texas
$149K +$23.1K +150 +23%
TFGT
1661
TS Financial Group (TSFG)
Illinois
$149K +$51.3K +334 +69%
HFS
1662
Hantz Financial Services
Michigan
$148K -$154 -1 -0.1%
CIA
1663
Cascade Investment Advisors
Oregon
$147K – – –
CA
1664
Crewe Advisors
Utah
$146K – – –
AWM
1665
Apollon Wealth Management
South Carolina
$145K +$121K +789 New
FMTCOCP
1666
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$140K – – –
PP
1667
PrairieView Partners
Minnesota
$140K +$25.4K +165 +28%
GC
1668
Grace Capital
Massachusetts
$139K +$116K +757 New
GAM
1669
Gemmer Asset Management
California
$136K +$31.1K +202 +37%
PB
1670
Pinnacle Bancorp
Nebraska
$135K – – –
LTI
1671
Laffer Tengler Investments
Tennessee
$132K +$111K +721 New
ETI
1672
Enterprise Trust & Investment
California
$128K – – –
C
1673
Cerebellum
California
$128K +$66.7K +434 New
KBFS
1674
Kohmann Bosshard Financial Services
Ohio
$128K +$107K +694 New
LGWM
1675
Litman Gregory Wealth Management
California
$125K – – –
65 66
67
68 69