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Name Holding Trade Value Shares
Change 		Change in
Stake
SWG
2701
Summit Wealth Group
Vermont
$274K +$1.1K +22 +0.4%
TC
2702
Truvestments Capital
Florida
$273K -$57K -1,143 -17%
DCBT
2703
Dakota Community Bank & Trust
North Dakota
$273K +$499 +10 +0.2%
IAG
2704
Investment Advisory Group
Massachusetts
$271K +$2.4K +48 +0.9%
SW
2705
SMART Wealth
Nebraska
$270K +$270K +5,407 New
AW
2706
Alaethes Wealth
Nevada
$269K -$55.5K -1,112 -17%
CCM
2707
Crabel Capital Management
California
$269K +$269K +5,384 New
IIM
2708
Ipswich Investment Management
Massachusetts
$268K -$86.8K -1,739 -24%
BCB
2709
Brian C. Broderick
$268K -$15K -300 -5%
ANB
2710
Amarillo National Bank
Texas
$267K – – –
AF
2711
Alerus Financial
North Dakota
$266K -$45.2K -905 -15%
TCM
2712
Traynor Capital Management
Pennsylvania
$266K -$25.2K -506 -9%
MAG
2713
MRA Advisory Group
New Jersey
$266K -$40.7K -816 -13%
SOW
2714
State of Wyoming
Wyoming
$265K -$654K -13,111 -71%
BA
2715
Brightwater Advisory
Florida
$265K +$2.5K +50 +1%
BCMLT
2716
Beacon Capital Management LLC (Tennessee)
Tennessee
$264K +$64.9K +1,301 +33%
CSA
2717
Cottage Street Advisors
Massachusetts
$264K -$4.79K -96 -2%
CW
2718
CIC Wealth
Maryland
$264K +$50 +1 +0%
OCPWS
2719
One Charles Private Wealth Services
Massachusetts
$264K +$249 +5 +0.1%
KWM
2720
Kaydan Wealth Management
Michigan
$263K +$2.05K +41 +0.8%
KWMG
2721
King Wealth Management Group
Florida
$263K -$19.7K -394 -7%
CWM
2722
C2C Wealth Management
Arizona
$263K -$134K -2,685 -34%
NI
2723
NDVR Inc
Massachusetts
$263K +$30.8K +618 +13%
HWMG
2724
Hurlow Wealth Management Group
Indiana
$263K -$23.4K -470 -8%
FCC
2725
Flower City Capital
New York
$263K – – –
107 108
109
110 111