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Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
2701
Capital Advisors Wealth Management
Washington
$242K +$2.99K +63 +1%
SEC
2702
Seven Eight Capital
New York
$242K +$242K +5,097 New
IA
2703
Insight Advisors
Pennsylvania
$242K +$31K +652 +15%
OWA
2704
Octavia Wealth Advisors
Ohio
$242K +$18.4K +388 +8%
HGERS
2705
Householder Group Estate & Retirement Specialist
Arizona
$242K +$13.6K +287 +6%
FNWM
2706
Financial Network Wealth Management
Utah
$242K +$242K +5,100 New
CW
2707
CIC Wealth
Maryland
$242K -$9.45K -199 -4%
RWM
2708
Rockline Wealth Management
New York
$242K – – –
ACM
2709
Andina Capital Management
Utah
$241K +$241K +5,067 New
LC
2710
Lincoln Capital
Nebraska
$240K – – –
BA
2711
Ballast Advisors
Minnesota
$240K +$475 +10 +0.2%
BEAM
2712
Baker Ellis Asset Management
Washington
$240K – – –
HCA
2713
Harbour Capital Advisors
Virginia
$240K – – –
WP
2714
WealthPLAN Partners
Nebraska
$239K -$111K -2,346 -32%
AWM
2715
Austin Wealth Management
Texas
$239K -$475 -10 -0.2%
BL
2716
Balentine LLC
Georgia
$239K -$3.88M -81,625 -94%
BGAI
2717
Bruce G. Allen Investments
Colorado
$238K -$2.23K -47 -0.9%
I
2718
IMPACTfolio
Colorado
$237K -$4.84K -102 -2%
KFC
2719
Klingenstein Fields & Co
New York
$237K +$1.33K +28 +0.6%
NF
2720
Nvest Financial
New Hampshire
$237K +$427 +9 +0.2%
BSSFA
2721
Baron Silver Stevens Financial Advisors
Florida
$236K -$39.3K -828 -14%
VWM
2722
Vivid Wealth Management
Iowa
$235K -$482K -10,151 -67%
VR
2723
Valued Retirements
Texas
$235K +$95 +2 +0%
BC
2724
Broadwater Capital
Massachusetts
$235K – – –
SWRP
2725
Summit Wealth & Retirement Planning
California
$235K +$95 +2 +0%
107 108
109
110 111