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Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
2851
Kathmere Capital Management
Pennsylvania
$409K -$7.54K -50 -2%
AGWCA
2852
Annis Gardner Whiting Capital Advisors
Florida
$409K +$61.9K +410 +19%
VCP
2853
Vista Capital Partners
Oregon
$408K -$39.8K -264 -9%
NG
2854
NWK Group
California
$408K – – –
CWM
2855
Circle Wealth Management
New Jersey
$408K +$94.2K +624 +32%
WWC
2856
Waypoint Wealth Counsel
Georgia
$408K -$18.7K -124 -5%
TFF
2857
The Family Firm
Maryland
$407K +$3.32K +22 +0.9%
KBFS
2858
Kohmann Bosshard Financial Services
Ohio
$407K +$59.2K +392 +18%
O3W
2859
Omni 360 Wealth
New Jersey
$406K +$4.22K +28 +1%
NECFA
2860
New England Capital Financial Advisors
Connecticut
$405K +$604 +4 +0.2%
DWM
2861
Denver Wealth Management
Colorado
$404K -$28.5K -189 -7%
CWM
2862
Cedar Wealth Management
California
$404K +$71.2K +472 +23%
BF
2863
Brogan Financial
Tennessee
$404K +$4.07K +27 +1%
4WM
2864
49 Wealth Management
Texas
$404K +$159K +1,055 +71%
CAM
2865
Concorde Asset Management
Michigan
$404K -$27.9K -185 -7%
DMC
2866
Drexel Morgan & Co
Pennsylvania
$403K +$8.3K +55 +2%
BWG
2867
Berry Wealth Group
Texas
$403K +$33.3K +221 +9%
SA
2868
SRH Advisors
Kansas
$402K +$3.32K +22 +0.9%
OQS
2869
Occudo Quantitative Strategies
Florida
$400K +$382K +2,533 New
EAM
2870
Eukles Asset Management
Ohio
$398K +$34.3K +227 +10%
CCP
2871
Carmel Capital Partners
California
$398K +$8.9K +59 +2%
ONSWM
2872
Old North State Wealth Management
North Carolina
$398K +$52.4K +347 +16%
MWP
2873
Madison Wealth Partners
Wisconsin
$396K – – –
RC
2874
Rovin Capital
Arizona
$396K +$155K +1,030 +70%
LFGO
2875
Legacy Financial Group (Oklahoma)
Oklahoma
$395K -$6.94K -46 -2%
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