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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
3726
Objective Capital Management
Ohio
$242K – – –
FFWM
3727
Future Financial Wealth Management
Ohio
$242K -$6.33K -34 -3%
MCM
3728
MontVue Capital Management
Virginia
$242K +$46.5K +250 +21%
E
3729
Entelevest
Florida
$241K +$22.7K +122 +9%
RWM
3730
RMG Wealth Management
Wisconsin
$241K -$21.8K -117 -9%
PFM
3731
Phillips Financial Management
Indiana
$241K +$3.16K +17 +1%
SF
3732
SeedSafe Financial
Texas
$241K +$270K +1,452 New
MAG
3733
M3 Advisory Group
Massachusetts
$240K +$6.14K +33 +2%
LCA
3734
Legend Capital Advisors
New York
$240K -$68.1K -366 -20%
ICM
3735
Intrepid Capital Management
Florida
$240K -$12.5K -67 -4%
AWP
3736
Axis Wealth Partners
Rhode Island
$240K -$42.3K -227 -14%
MWM
3737
Meritas Wealth Management
California
$240K +$37.2K +200 +16%
VC
3738
Veery Capital
Delaware
$240K -$12.8K -69 -5%
GA
3739
GSG Advisors
New Jersey
$240K -$10.4K -56 -4%
CW
3740
Cedarwood Wealth
Colorado
$240K -$30.7K -165 -10%
WAOI
3741
Wealth Advisors of Iowa
Iowa
$239K +$6.7K +36 +3%
SIM
3742
SSI Investment Management
California
$239K – – –
MCM
3743
M1 Capital Management
Michigan
$239K +$5.4K +29 +2%
EWA
3744
Evolution Wealth Advisors
Florida
$239K -$1.86K -10 -0.7%
CA
3745
Cumberland Advisors
Florida
$239K +$46.5K +250 +21%
HIG
3746
Heritage Investment Group
Florida
$238K -$186 -1 -0.1%
IWM
3747
Inlight Wealth Management
Georgia
$238K +$267K +1,436 New
RW
3748
REDW Wealth
New Mexico
$238K +$17.9K +96 +7%
WFS
3749
Walker Financial Services
Kentucky
$238K -$12.8K -69 -5%
PFA
3750
Petra Financial Advisors
Colorado
$238K +$267K +1,436 New
148 149
150
151 152