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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2701
Wedge Capital Management
North Carolina
$461K – – –
LCM
2702
Lazari Capital Management
California
$460K +$141K +932 +43%
TIM
2703
Tortoise Investment Management
New York
$459K -$198K -1,311 -30%
FW
2704
FirstPurpose Wealth
Utah
$458K +$6.2K +41 +1%
B
2705
BetterWealth
California
$458K +$1.36K +9 +0.3%
HP
2706
Hilltop Partners
Indiana
$457K +$273K +1,805 +143%
WA
2707
WESPAC Advisors
California
$455K -$40.1K -265 -8%
CWM
2708
Campbell Wealth Management
Virginia
$455K -$1.21K -8 -0.3%
GA
2709
Geller Advisors
New York
$454K +$133K +880 +41%
RWP
2710
Revolve Wealth Partners
New Jersey
$453K -$105K -694 -19%
MFG
2711
Midwest Financial Group
Kansas
$452K +$60.8K +402 +15%
WAM
2712
WealthTrust Asset Management
Florida
$451K +$154K +1,018 +51%
HBT
2713
Heartland Bank & Trust
Illinois
$448K -$484K -3,200 -52%
SSW
2714
Smith Shellnut Wilson
Mississippi
$448K -$18.1K -120 -4%
SCM
2715
Stevens Capital Management
Pennsylvania
$448K -$1.02M -6,730 -69%
COA
2716
Crown Oak Advisors
California
$447K +$454K +3,000 New
DA
2717
DCM Advisors
New York
$447K +$454K +3,000 New
AGA
2718
Accuvest Global Advisors
Utah
$447K -$52.6K -348 -10%
GPI
2719
General Partner Inc
Pennsylvania
$447K – – –
ACM
2720
Ashford Capital Management
Delaware
$447K – – –
RI
2721
Ridgewood Investments
New Jersey
$447K +$453K +2,996 New
TCWM
2722
Total Clarity Wealth Management
Illinois
$446K +$29.2K +193 +7%
PCH
2723
PGIM Custom Harvest
New Jersey
$446K +$183K +1,209 +68%
MA
2724
MJP Associates
Connecticut
$446K -$70.9K -469 -14%
TWP
2725
Tempus Wealth Planning
California
$445K -$302 -2 -0.1%
107 108
109
110 111