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Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1776
Everhart Financial Group
Ohio
$1.82M +$310K +1,983 +22%
FWM
1777
Forza Wealth Management
Florida
$1.82M +$18.2K +116 +1%
I
1778
InceptionR
California
$1.81M +$877K +5,600 +107%
AIC
1779
Archer Investment Corporation
Indiana
$1.81M -$95.5K -610 -5%
LA
1780
LexAurum Advisors
Kansas
$1.81M -$37.4K -239 -2%
SC
1781
Searle & Co
Connecticut
$1.81M – – –
WAM
1782
Walker Asset Management
Missouri
$1.81M -$7.67K -49 -0.5%
VCM
1783
Voleon Capital Management
California
$1.8M +$1.69M +10,785 New
AWG
1784
Altus Wealth Group
Colorado
$1.8M +$4.54K +29 +0.3%
NB
1785
Nicolet Bankshares
Wisconsin
$1.8M +$4.54K +29 +0.3%
TL
1786
Tradewinds LLC
North Carolina
$1.8M -$60K -383 -3%
CCM
1787
Channing Capital Management
Illinois
$1.79M -$4.34M -27,701 -72%
TAM
1788
Taurus Asset Management
New York
$1.79M -$147K -937 -8%
HR
1789
Hardy Reed
Mississippi
$1.78M – – –
APW
1790
Austin Private Wealth
Texas
$1.78M +$691K +4,417 +71%
SRA
1791
Secured Retirement Advisors
Minnesota
$1.78M -$600K -3,831 -26%
TPA
1792
Trivium Point Advisory
Connecticut
$1.78M -$46.6K -298 -3%
DDC
1793
DF Dent & Co
Maryland
$1.78M +$24.1K +154 +1%
BW
1794
BXM Wealth
Colorado
$1.77M +$265K +1,691 +19%
RL
1795
Rogco LP
Oklahoma
$1.77M +$3.76K +24 +0.2%
PP
1796
PDS Planning
Ohio
$1.77M +$154K +984 +10%
CWA
1797
Clearview Wealth Advisors
Oregon
$1.77M -$21.4K -137 -1%
MFG
1798
Mosaic Financial Group
Illinois
$1.77M +$1.72K +11 +0.1%
PBK
1799
Peoples Bank (Kansas)
Kansas
$1.77M +$52.4K +335 +3%
CAWM
1800
Capital Advisors Wealth Management
Washington
$1.77M -$901K -5,754 -35%
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