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Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
2701
Iams Wealth Management
Nebraska
$370K +$47.8K +701 +15%
CAM
2702
Cacti Asset Management
Georgia
$370K -$34.1K -500 -8%
CW
2703
Channel Wealth
California
$369K – – –
DA
2704
Dillon & Associates
Michigan
$368K -$6.75K -99 -2%
TGAM
2705
TBH Global Asset Management
Tennessee
$367K -$40.1K -588 -10%
MWA
2706
Martel Wealth Advisors
Washington
$367K +$13.6K +200 +4%
WSCM
2707
Wellington Shields Capital Management
New York
$367K -$4.7K -69 -1%
AGC
2708
Aspen Grove Capital
Colorado
$367K -$112K -1,639 -23%
SL
2709
Salomon & Ludwin
Virginia
$366K +$86K +1,261 +31%
VAF
2710
Values Added Financial
District of Columbia
$365K -$97.1K -1,424 -21%
BBA
2711
Braun-Bostich & Associates
Pennsylvania
$365K +$4.57K +67 +1%
FI
2712
Financial Insights
Washington
$365K +$30.1K +442 +9%
ECM
2713
EagleClaw Capital Management
Massachusetts
$364K – – –
AWM
2714
Ariadne Wealth Management
California
$364K +$29.2K +428 +10%
BSSFA
2715
Baron Silver Stevens Financial Advisors
Florida
$364K +$1.98K +29 +0.5%
CSF
2716
Capital Squared Financial
Maryland
$364K +$886 +13 +0.2%
MWPCG
2717
Measured Wealth Private Client Group
New Hampshire
$363K -$67.3K -987 -16%
CM
2718
Caption Management
Oklahoma
$363K +$361K +5,300 New
OPPS
2719
Obsidian Personal Planning Solutions
Maryland
$362K +$17K +249 +5%
VFA
2720
Voya Financial Advisors
Connecticut
$362K -$82.6K -1,212 -18%
HWM
2721
Hemington Wealth Management
Virginia
$362K +$13.1K +192 +4%
CIA
2722
Cladis Investment Advisory
Montana
$362K +$68 +1 +0%
ACA
2723
Aspire Capital Advisors
Washington
$362K +$51.8K +760 +17%
BFF
2724
Byrne Financial Freedom
Massachusetts
$362K -$66K -968 -15%
HBT
2725
Heartland Bank & Trust
Illinois
$361K +$6.82K +100 +2%
107 108
109
110 111