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Name Holding Trade Value Shares
Change 		Change in
Stake
BCMO
2801
Buckingham Capital Management (Ohio)
Ohio
$400K +$149 +1 +0%
WAM
2802
WealthTrust Asset Management
Florida
$399K +$96.5K +648 +31%
VM
2803
VPR Management
Texas
$398K +$402K +2,700 New
SC
2804
Schubert & Co
Texas
$398K +$33.6K +226 +9%
PSFG
2805
Prairie Sky Financial Group
Illinois
$397K – – –
MWA
2806
MN Wealth Advisors
Kansas
$397K -$8.63K -58 -9%
DIM
2807
DLK Investment Management
California
$397K – – –
ZF
2808
Zega Financial
Florida
$395K +$22.8K +153 +6%
HWM
2809
Heirloom Wealth Management
Colorado
$394K +$5.8K +39 +1%
THCM
2810
Taylor Hoffman Capital Management
Virginia
$393K +$393K +2,642 New
LFP
2811
Lakeshore Financial Planning
Michigan
$393K – – –
PCMC
2812
Paragon Capital Management (Colorado)
Colorado
$393K +$1.19K +8 +0.3%
ACM
2813
AUA Capital Management
Pennsylvania
$393K -$8.93K -60 -2%
EE
2814
EWG Elevate
California
$393K +$132K +888 +50%
PGAM
2815
Princeton Global Asset Management
New Jersey
$392K -$1.19K -8 -0.3%
ACC
2816
Acorn Creek Capital
Colorado
$392K -$7.14K -48 -2%
AF
2817
Apollon Financial
South Carolina
$392K +$6.55K +44 +2%
NWMG
2818
Nicholson Wealth Management Group
South Carolina
$392K +$396K +2,661 New
SFS
2819
Strategic Financial Services
New York
$391K -$37.2K -250 -9%
SMG
2820
Smart Money Group
Texas
$391K -$149 -1 -0%
PM
2821
Phraction Management
Connecticut
$390K – – –
KFS
2822
Kelly Financial Services
Massachusetts
$390K +$37.7K +253 +11%
TCM
2823
Towercrest Capital Management
Pennsylvania
$388K – – –
VCP
2824
Vista Capital Partners
Oregon
$387K -$9.82K -66 -2%
GHAM
2825
Gilman Hill Asset Management
Connecticut
$387K -$7.44K -50 -2%
111 112
113
114 115