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Name Holding Trade Value Shares
Change 		Change in
Stake
SNBOSD
2576
Security National Bank of So Dak
Iowa
$232K -$2.18K -7 -0.8%
CG
2577
CFO4Life Group
Texas
$232K +$29.2K +94 +12%
MMCM
2578
Murphy & Mullick Capital Management
New York
$231K +$32.7K +105 +14%
1WM
2579
1858 Wealth Management
Ohio
$231K -$29.9K -96 -10%
LJAC
2580
L.J. Altfest & Co
New York
$231K -$351K -1,129 -57%
PAG
2581
Poinciana Advisors Group
Florida
$230K +$267K +858 New
BFF
2582
Byrne Financial Freedom
Massachusetts
$230K – – –
TCWM
2583
Total Clarity Wealth Management
Illinois
$229K – – –
IFPG
2584
Intrepid Financial Planning Group
Indiana
$229K -$31.1K -100 -10%
DIP
2585
DT Investment Partners
Pennsylvania
$229K – – –
TWA
2586
Talisman Wealth Advisors
New Jersey
$229K +$20.8K +67 +9%
LWMM
2587
Legacy Wealth Management (Mississippi)
Mississippi
$228K +$264K +850 New
ONSWM
2588
Old North State Wealth Management
North Carolina
$228K +$43.9K +141 +20%
SCM
2589
Schnieders Capital Management
California
$227K +$31.1K +100 +13%
RA
2590
Rise Advisors
New York
$227K +$16.2K +52 +7%
WSC
2591
Wellington Shields & Co
New York
$227K +$16.5K +53 +7%
PWM
2592
Puff Wealth Management
New Jersey
$227K -$5.91K -19 -2%
WDC
2593
Woodward Diversified Capital
California
$227K +$40.1K +129 +18%
CC
2594
Corton Capital
Ontario, Canada
$227K +$263K +845 New
TAM
2595
Titleist Asset Management
Texas
$226K +$262K +843 New
HWA
2596
Heritage Wealth Advisors
Virginia
$225K -$1.55K -5 -0.6%
TWPM
2597
Total Wealth Planning & Management
Florida
$225K -$3.42K -11 -1%
RIA
2598
Realta Investment Advisors
Delaware
$224K +$8.4K +27 +3%
SW
2599
SkyOak Wealth
Michigan
$224K – – –
AWA
2600
Archvest Wealth Advisors
California
$224K -$311 -1 -0.1%
102 103
104
105 106