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Name Holding Trade Value Shares
Change 		Change in
Stake
APW
2651
Acima Private Wealth
Virginia
$774K – – –
ITIM
2652
Indiana Trust & Investment Management
Indiana
$772K -$17.5K -167 -2%
WLIM
2653
White Lighthouse Investment Management
Massachusetts
$772K -$10.4K -99 -1%
LF
2654
LifeSteps Financial
California
$771K -$59.6K -570 -8%
OMIC
2655
Old Mission Investment Co
Michigan
$771K +$16.1K +154 +2%
VCM
2656
Virtue Capital Management
Tennessee
$770K -$248K -2,369 -27%
LAM
2657
LOM Asset Management
$768K -$440K -4,204 -39%
LAM
2658
Lummis Asset Management
Texas
$766K +$1.78K +17 +0.3%
CCA
2659
Cadent Capital Advisors
Oklahoma
$766K +$209 +2 +0%
CMBA
2660
C.M. Bidwell & Associates
Hawaii
$765K -$8.57K -82 -1%
AWG
2661
Altus Wealth Group
Colorado
$765K +$30.9K +295 +5%
BFA
2662
Beacon Financial Advisory
Ohio
$764K -$21.9K -209 -3%
MPW
2663
MA Private Wealth
California
$764K +$680K +6,505 New
PCMF
2664
Private Capital Management (Florida)
Florida
$763K – – –
UWPG
2665
Ullmann Wealth Partners Group
Florida
$763K +$54.7K +523 +9%
LBC
2666
Leigh Baldwin & Co
New York
$760K -$7.42K -71 -1%
PNAA
2667
Pictet North America Advisors
Switzerland
$760K – – –
NRI
2668
NFP Retirement Inc
California
$759K +$45.4K +434 +7%
TIA
2669
Teucrium Investment Advisors
Vermont
$758K +$675K +6,457 New
MBWA
2670
Marin Bay Wealth Advisors
California
$757K -$50.1K -479 -7%
SWM
2671
Sterling Wealth Management
Illinois
$756K -$25.1K -240 -4%
WWMSC
2672
Wagner Wealth Management (South Carolina)
South Carolina
$754K -$23.1K -221 -3%
BAG
2673
Bridgewealth Advisory Group
California
$752K +$314 +3 +0%
TW
2674
Tempo Wealth
Ohio
$752K -$4.6K -44 -0.7%
CCMG
2675
Connecticut Capital Management Group
Connecticut
$751K -$1.78K -17 -0.3%
105 106
107
108 109