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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
2651
Semus Wealth Partners
Florida
$238K +$262K +2,738 New
VAG
2652
VisionPoint Advisory Group
Texas
$238K +$211K +2,208 New
CI
2653
CX Institutional
Indiana
$237K -$44.4K -464 -15%
BWM
2654
Birchcreek Wealth Management
Ohio
$237K +$30.1K +315 +13%
CAM
2655
CPA Asset Management
Florida
$237K +$261K +2,724 New
CWM
2656
Connecticut Wealth Management
Connecticut
$237K -$161K -1,683 -38%
SRAM
2657
Spouting Rock Asset Management
Pennsylvania
$236K +$260K +2,720 New
FAM
2658
Flaharty Asset Management
Florida
$236K -$6.12K -64 -2%
EIA
2659
Eldridge Investment Advisors
New Hampshire
$236K – – –
OAM
2660
Occidental Asset Management
California
$236K +$43K +450 +20%
HIP
2661
HUB Investment Partners
Texas
$235K -$1.57M -16,374 -86%
TIA
2662
Traphagen Investment Advisors
New Jersey
$235K -$51.6K -539 -17%
TDC
2663
Thompson Davis & Co
Virginia
$235K +$258K +2,700 New
BWA
2664
Beam Wealth Advisors
Louisiana
$234K -$4.4K -46 -2%
MIC
2665
Meridian Investment Counsel
California
$233K -$7.17K -75 -3%
HCM
2666
Harvey Capital Management
Florida
$233K -$449K -4,695 -64%
OWA
2667
Opal Wealth Advisors
New York
$233K -$50K -523 -16%
CIG
2668
Cascade Investment Group
Colorado
$232K +$255K +2,671 New
AMG
2669
Advisors Management Group
Wisconsin
$232K +$31.6K +330 +14%
MWP
2670
Meredith Wealth Planning
Illinois
$232K +$255K +2,667 New
MFWP
2671
Mosaic Family Wealth Partners
Missouri
$232K +$255K +2,666 New
FSC
2672
Full Sail Capital
Oklahoma
$231K -$10K -105 -4%
SGWM
2673
Sterling Group Wealth Management
California
$231K +$255K +2,662 New
VRM
2674
Vectors Research Management
New York
$231K – – –
PPW
2675
Parcion Private Wealth
Washington
$231K -$105K -1,095 -29%
105 106
107
108 109