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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
2451
Sutton Wealth Advisors
Florida
$340K -$96.7K -2,125 -23%
NEPPG
2452
New England Professional Planning Group
Rhode Island
$339K -$6.55K -144 -2%
WA
2453
Waverly Advisors
Alabama
$339K +$81.3K +1,787 +34%
IPW
2454
Invictus Private Wealth
Colorado
$338K +$323K +7,104 New
AIA
2455
Angeles Investment Advisors
California
$337K +$322K +7,067 New
MCM
2456
Mengis Capital Management
Oregon
$336K – – –
TFO
2457
Tarbox Family Office
California
$335K +$61.4K +1,350 +24%
APW
2458
Acima Private Wealth
Virginia
$335K – – –
JGIA
2459
Jackson Grant Investment Advisers
Connecticut
$335K +$2K +44 +0.6%
LA
2460
Lakeside Advisors
Washington
$335K +$319 +7 +0.1%
WCFA
2461
Walkner Condon Financial Advisors
Wisconsin
$335K +$16.2K +355 +5%
SFG
2462
Sather Financial Group
Texas
$333K – – –
BFAG
2463
Blackston Financial Advisory Group
Florida
$333K +$16.7K +366 +6%
AGC
2464
Aspen Grove Capital
Colorado
$332K +$317K +6,973 New
CIC
2465
Chase Investment Counsel
Virginia
$332K -$11K -241 -3%
TC
2466
Titleist Capital
Texas
$332K -$45.2K -993 -12%
PWP
2467
Pursue Wealth Partners
California
$332K – – –
OWA
2468
Opal Wealth Advisors
New York
$331K -$25.6K -562 -7%
WPC
2469
Waters Parkerson & Co
Louisiana
$331K -$54.6K -1,200 -15%
XWM
2470
Xcel Wealth Management
Florida
$331K -$3.41K -75 -1%
GWI
2471
Grace & White Inc
New York
$331K – – –
OCG
2472
Opus Capital Group
Ohio
$330K -$17.3K -380 -5%
LI
2473
Lafayette Investments
Maryland
$330K -$22.8K -500 -7%
HPM
2474
Hoxton Planning & Management
West Virginia
$329K +$315K +6,912 New
MRCM
2475
M&R Capital Management
New Jersey
$329K -$18.4K -404 -6%
97 98
99
100 101