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Name Holding Trade Value Shares
Change 		Change in
Stake
VAM
2776
Verity Asset Management
North Carolina
$664K +$31.7K +303 +6%
BBPWM
2777
Blue Bell Private Wealth Management
Pennsylvania
$663K – – –
LJCM
2778
Lee Johnson Capital Management
Texas
$663K +$590K +5,646 New
CWWM
2779
Clear Wave Wealth Management
New Jersey
$662K +$25K +239 +4%
BB
2780
Burford Brothers
Texas
$662K +$7.84K +75 +1%
HA
2781
Hofer & Associates
California
$661K +$314 +3 +0.1%
SIC
2782
SJS Investment Consulting
Ohio
$660K +$18K +172 +3%
DCBT
2783
Dakota Community Bank & Trust
North Dakota
$660K -$25.8K -247 -4%
SCM
2784
Sitrin Capital Management
California
$658K – – –
MA
2785
MW Advisory
Georgia
$657K +$585K +5,594 New
AIC
2786
Archer Investment Corporation
Indiana
$656K -$39.1K -374 -6%
FWP
2787
Flatrock Wealth Partners
California
$656K +$13.5K +129 +2%
PWM
2788
Peak Wealth Management
New Hampshire
$656K – – –
ESC
2789
Eurizon SLJ Capital
$656K -$483K -4,621 -45%
CASB
2790
Cape Ann Savings Bank
Massachusetts
$655K +$113K +1,085 +24%
ECM
2791
EagleClaw Capital Management
Massachusetts
$655K +$41.8K +400 +8%
OWCM
2792
One Wealth Capital Management
Arizona
$655K -$85K -813 -13%
CWM
2793
C2C Wealth Management
Arizona
$654K – – –
RA
2794
Riverstone Advisors
Texas
$653K +$7.63K +73 +1%
BL
2795
Balentine LLC
Georgia
$651K -$159K -1,523 -22%
MWPCG
2796
Measured Wealth Private Client Group
New Hampshire
$650K -$8.05K -77 -1%
MAWCM
2797
Mine & Arao Wealth Creation & Management
California
$649K +$105 +1 +0%
GCM
2798
Gables Capital Management
Florida
$647K -$20.9K -200 -4%
AIA
2799
Armor Investment Advisors
North Carolina
$647K – – –
CAM
2800
Cacti Asset Management
Georgia
$646K – – –
110 111
112
113 114