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Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
1626
Oder Investment Management
California
$236K +$204K +2,284 New
MSFP
1627
Mark Sheptoff Financial Planning
Connecticut
$236K – – –
1WA
1628
180 Wealth Advisors
Washington
$236K +$204K +2,282 New
CPW
1629
Crestmont Private Wealth
Texas
$236K +$203K +2,278 New
RZH
1630
Relyea Zuckerberg Hanson
Connecticut
$235K +$203K +2,274 New
RWC
1631
Rare Wolf Capital
Washington
$234K -$660K -7,395 -77%
GHA
1632
Granite Harbor Advisors
Texas
$234K +$202K +2,260 New
BIA
1633
Beacon Investment Advisors
Maryland
$233K +$201K +2,250 New
HNWA
1634
Henrickson Nauta Wealth Advisors
Michigan
$233K +$201K +2,248 New
AFA
1635
Alpha Financial Advisors
North Carolina
$232K +$200K +2,244 New
SLP
1636
Storen Legacy Partners
Indiana
$232K +$200K +2,242 New
MWA
1637
Midland Wealth Advisors
Illinois
$231K +$199K +2,231 New
KAS
1638
KPP Advisory Services
Kentucky
$231K +$199K +2,229 New
SPC
1639
Spirepoint Private Client
Florida
$230K +$198K +2,222 New
SSWM
1640
Sheets Smith Wealth Management
North Carolina
$229K -$625K -6,997 -76%
BFC
1641
Bedel Financial Consulting
Indiana
$228K +$197K +2,209 New
AI
1642
AXS Investments
New York
$228K -$39.6K -444 -17%
SMA
1643
Seven Mile Advisory
New Jersey
$228K +$197K +2,206 New
IFWM
1644
Institute for Wealth Management
Colorado
$228K +$197K +2,206 New
THCM
1645
Taylor Hoffman Capital Management
Virginia
$228K +$197K +2,202 New
WIP
1646
WealthCare Investment Partners
Rhode Island
$228K +$196K +2,201 New
QC
1647
Quantessence Capital
New York
$228K +$196K +2,200 New
HCM
1648
Hengehold Capital Management
Ohio
$228K +$196K +2,200 New
CWMP
1649
Clarion Wealth Managment Partners
Virginia
$227K +$196K +2,196 New
UWM
1650
USAdvisors Wealth Management
Minnesota
$227K +$196K +2,198 New
64 65
66
67 68