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Name Holding Trade Value Shares
Change 		Change in
Stake
SGI
2826
Swan Global Investments
Colorado
$419K +$37.3K +477 +10%
CWWM
2827
Clear Wave Wealth Management
New Jersey
$419K +$423K +5,401 New
MFP
2828
Meridian Financial Partners
Virginia
$419K +$7.83K +100 +2%
CCA
2829
Clearwater Capital Advisors
Illinois
$418K -$1.64K -21 -0.4%
SIA
2830
SeaBridge Investment Advisors
New Jersey
$418K -$27.9K -356 -6%
WAM
2831
Wakefield Asset Management
Colorado
$418K -$17.8K -228 -4%
RBC
2832
Roble Belko & Company
Pennsylvania
$417K +$20.1K +257 +5%
PPA
2833
Pacific Point Advisors
California
$417K +$35K +447 +9%
AGC
2834
Aspen Grove Capital
Colorado
$416K – – –
VAM
2835
Verity Asset Management
North Carolina
$415K +$11.7K +150 +3%
AWM
2836
Austin Wealth Management
Texas
$415K -$31.7K -405 -7%
CSF
2837
Capital Squared Financial
Maryland
$414K +$1.02K +13 +0.2%
CAC
2838
Certified Advisory Corp
Florida
$414K +$43.7K +558 +12%
OCPWS
2839
One Charles Private Wealth Services
Massachusetts
$414K -$24.9K -318 -6%
E
2840
Evansbrook
Illinois
$413K +$15.7K +200 +4%
OWA
2841
Octavia Wealth Advisors
Ohio
$413K -$9.55K -122 -2%
BW
2842
Bravera Wealth
North Dakota
$413K – – –
CFO
2843
Custos Family Office
Texas
$412K -$27.8K -355 -6%
LJHT
2844
Laurie J. Hall Trustee
$412K -$45.4K -580 -10%
LFA
2845
Laraway Financial Advisors
Minnesota
$411K -$78.3K -1,000 -16%
SAM
2846
Stembrook Asset Management
New Jersey
$411K – – –
CIA
2847
Cladis Investment Advisory
Montana
$410K +$78 +1 +0%
MWM
2848
Mittelman Wealth Management
Massachusetts
$410K -$82K -1,047 -17%
JE
2849
JMAC Enterprises
Pennsylvania
$410K -$39.1K -500 -9%
CIG
2850
Cascade Investment Group
Colorado
$409K – – –
112 113
114
115 116