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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2826
Sagewood Asset Management
New York
$405K +$391K +5,263 New
FGC
2827
First Growth Capital
Maryland
$405K +$351K +4,737 New
OTL
2828
Oak Thistle LLC
New York
$404K +$389K +5,246 New
CAM
2829
CPA Asset Management
Florida
$404K – – –
NC
2830
North Capital
Utah
$403K – – –
CCC
2831
Compass Capital Corp
Massachusetts
$403K +$346K +4,668 New
PIMG
2832
Patriot Investment Management Group
Tennessee
$402K -$18.4K -248 -5%
HCA
2833
Harbour Capital Advisors
Virginia
$402K +$7.05K +95 +2%
EIC
2834
Equity Investment Corp
Georgia
$402K +$387K +5,217 New
PMG
2835
ProVise Management Group
Florida
$402K -$2.6K -35 -0.7%
MWM
2836
Mattern Wealth Management
Kansas
$401K – – –
WCM
2837
Warburton Capital Management
Oklahoma
$401K +$13.4K +181 +4%
VAM
2838
Verity Asset Management
North Carolina
$401K -$62.5K -842 -14%
CFA
2839
Capstone Financial Advisors
Illinois
$399K +$965 +13 +0.3%
SVCP
2840
Silicon Valley Capital Partners
California
$399K +$2.23K +30 +0.6%
PF
2841
Prota Financial
Texas
$398K +$384K +5,172 New
BCMLT
2842
Beacon Capital Management LLC (Tennessee)
Tennessee
$398K +$7.27K +98 +2%
ACM
2843
Armbruster Capital Management
New York
$398K – – –
EWA
2844
Eagle Wealth Advisors
Connecticut
$398K +$384K +5,169 New
SWM
2845
Sentinel Wealth Management
Virginia
$398K – – –
TFM
2846
TFC Financial Management
Massachusetts
$398K +$92.8K +1,250 +32%
TW
2847
Tempo Wealth
Ohio
$398K +$383K +5,161 New
LWA
2848
Lantern Wealth Advisors
New York
$397K -$562K -7,579 -60%
TFO
2849
Tarbox Family Office
California
$397K -$1.93K -26 -0.5%
NWMG
2850
National Wealth Management Group
Ohio
$397K +$122K +1,641 +47%
112 113
114
115 116