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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1826
Act Wealth Management
Texas
$216K – – –
VWM
1827
Valley Wealth Managers
New Jersey
$216K – – –
ODG
1828
O'Dell Group
Ohio
$216K +$11.2K +50 +5%
TIAM2
1829
Tru Independence Asset Management 2
Oregon
$215K -$21K -94 -9%
TCWM
1830
Total Clarity Wealth Management
Illinois
$215K – – –
JSL
1831
JT Stratford LLC
Georgia
$214K -$239K -1,070 -52%
ATFA
1832
All Terrain Financial Advisors
Minnesota
$214K +$11.2K +50 +5%
MF
1833
Montis Financial
Massachusetts
$213K -$28.3K -127 -12%
SFM
1834
Signet Financial Management
New Jersey
$213K +$216K +967 New
CT
1835
Cambridge Trust
Massachusetts
$212K +$15.8K +71 +8%
CWA
1836
Clearview Wealth Advisors
Oregon
$212K +$22.3K +100 +12%
ICG
1837
InterOcean Capital Group
Tennessee
$211K -$44.6K -200 -17%
DAM
1838
Draper Asset Management
New York
$211K -$5.35K -24 -2%
CFG
1839
Compton Financial Group
Maryland
$211K – – –
OCPWS
1840
One Charles Private Wealth Services
Massachusetts
$211K – – –
FMC
1841
First Merchants Corp
Indiana
$211K +$19.2K +86 +10%
PVH
1842
Psagot Value Holdings
Israel
$211K +$49.1K +220 +30%
KLWA
1843
Kelly Lawrence W & Associates
California
$210K – – –
PWMG
1844
Prestige Wealth Management Group
New Jersey
$209K -$2.68K -12 -1%
BG
1845
Bahl & Gaynor
Ohio
$209K – – –
RW
1846
REDW Wealth
New Mexico
$209K – – –
ACM
1847
Ategra Capital Management
Virginia
$209K +$212K +950 New
BFA
1848
Beacon Financial Advisory
Ohio
$208K – – –
GGS
1849
Galvin Gaustad & Stein
Arizona
$208K – – –
LD
1850
Lipe & Dalton
New York
$208K – – –
72 73
74
75 76