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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
3376
Appalachian Capital Management
Ohio
$305K +$305K +2,000 New
PCM
3377
Pavaki Capital Management
Colorado
$305K +$305K +2,000 New
PCS
3378
Private Client Services
Kentucky
$305K -$83.6K -549 -22%
SCA
3379
Southern Capital Advisors
Tennessee
$304K +$14.8K +97 +5%
SPL
3380
Smart Portfolios LLC
Washington
$303K +$152 +1 +0.1%
MWM
3381
MOKAN Wealth Management
Kansas
$303K +$10.4K +68 +4%
WB
3382
West Bancorporation
Iowa
$303K -$36.2K -238 -11%
FIC
3383
Family Investment Center
Missouri
$303K -$1.07K -7 -0.4%
TFA
3384
Tobias Financial Advisors
Florida
$303K +$13.4K +88 +5%
IPW
3385
Intergy Private Wealth
Colorado
$303K -$55.4K -364 -15%
FPW
3386
Flywheel Private Wealth
California
$303K -$152 -1 -0.1%
WP
3387
Waycross Partners
Kentucky
$300K – – –
LSA
3388
L & S Advisors
California
$300K +$32.7K +215 +12%
SPI
3389
Sutton Place Investors
New York
$300K +$8.38K +55 +3%
CWM
3390
Cahaba Wealth Management
Georgia
$299K +$1.68K +11 +0.6%
IRC
3391
Investors Research Corp
Georgia
$299K +$4.26K +28 +1%
MWA
3392
Marathon Wealth Advisors
Massachusetts
$299K +$299K +1,962 New
HCWM
3393
Hidden Cove Wealth Management
Washington
$298K -$4.72K -31 -2%
TCG
3394
Transcendent Capital Group
Oklahoma
$298K +$298K +1,955 New
BWG
3395
Balanced Wealth Group
Ohio
$298K -$44.3K -291 -13%
CP
3396
Camelot Portfolios
Ohio
$298K -$34.7K -228 -10%
FWP
3397
Flatrock Wealth Partners
California
$297K +$297K +1,947 New
SNBOSD
3398
Security National Bank of So Dak
Iowa
$296K -$9.9K -65 -3%
AGC
3399
August Group Capital
$296K +$296K +1,944 New
DF
3400
Dunhill Financial
United Kingdom
$295K +$914 +6 +0.3%
134 135
136
137 138