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Name Holding Trade Value Shares
Change 		Change in
Stake
SGCA
1651
Steel Grove Capital Advisors
Tennessee
$304K – – –
WGC
1652
Watts Gwilliam & Co
Arizona
$304K – – –
SWA
1653
Stratos Wealth Advisors
Ohio
$302K -$5.2K -55 -2%
WWM
1654
Waterway Wealth Management
Texas
$302K – – –
HFS
1655
Howard Financial Services
Texas
$302K -$2.93K -31 -1%
DE
1656
Diversified Enterprises
Delaware
$301K +$24.8K +262 +9%
PWA
1657
Physician Wealth Advisors
Utah
$301K +$27.3K +289 +10%
CPSAC
1658
Chas P. Smith & Associates (CPS)
Florida
$301K -$18.9K -200 -6%
ACM
1659
AlphaStar Capital Management
North Carolina
$301K -$4.35K -46 -1%
GFA
1660
Gallagher Fiduciary Advisors
Illinois
$300K -$12.2K -129 -4%
SSWM
1661
Sheets Smith Wealth Management
North Carolina
$300K -$21K -222 -7%
ASG
1662
Ariston Services Group
California
$299K – – –
OAS
1663
Optivise Advisory Services
Tennessee
$299K +$80.5K +851 +37%
BFPW
1664
BOK Financial Private Wealth
Colorado
$299K +$2.36K +25 +0.8%
KA
1665
Klingman & Associates
New York
$299K +$39.8K +421 +15%
APC
1666
Aspire Private Capital
North Carolina
$298K +$189 +2 +0.1%
PWAM
1667
Private Wealth Asset Management
Iowa
$298K -$12K -127 -4%
FMN
1668
Financial Management Network
California
$297K -$21.8K -231 -7%
BCM
1669
Birmingham Capital Management
Alabama
$296K -$70.9K -750 -19%
TC
1670
Touchstone Capital
Pennsylvania
$296K +$296K +3,130 New
MHC
1671
May Hill Capital
Massachusetts
$296K +$7.56K +80 +3%
BC
1672
Barrett & Company
Rhode Island
$296K +$945 +10 +0.3%
SIM
1673
Sentry Investment Management
Wisconsin
$295K -$87.8K -929 -23%
SBWIC
1674
Schaper Benz & Wise Investment Counsel
Wisconsin
$294K – – –
AHL
1675
Abel Hall LLC
Louisiana
$294K +$19.8K +209 +7%
65 66
67
68 69