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Name Holding Trade Value Shares
Change 		Change in
Stake
SGCA
2651
Steel Grove Capital Advisors
Tennessee
$228K -$51K -579 -19%
GA
2652
GSG Advisors
New Jersey
$228K +$219K +2,486 New
CW
2653
Channel Wealth
California
$228K +$222K +2,522 New
GAM
2654
Gould Asset Management
California
$228K – – –
TPWA
2655
Twin Peaks Wealth Advisors
California
$227K +$222K +2,518 New
NWM
2656
Northwest Wealth Management
Iowa
$227K +$4.23K +48 +2%
MWA
2657
MFA Wealth Advisors
Pennsylvania
$227K +$222K +2,515 New
TLA
2658
Tanglewood Legacy Advisors
Texas
$227K – – –
OWM
2659
Opes Wealth Management
California
$227K -$20.8K -236 -9%
TAM
2660
Titleist Asset Management
Texas
$226K +$221K +2,503 New
WOC
2661
West Oak Capital
California
$226K – – –
FL
2662
FreeGulliver LLC
Louisiana
$226K +$221K +2,502 New
SRSA
2663
S.R. Schill & Associates
Washington
$226K -$2.38K -27 -1%
YLHM
2664
Yelin Lapidot Holdings Management
Israel
$226K – – –
BSHC
2665
Breed's Hill Capital
Massachusetts
$225K +$220K +2,495 New
1WM
2666
1900 Wealth Management
Texas
$225K +$220K +2,494 New
BAM
2667
Bellevue Asset Management
Washington
$225K -$17.6K -200 -7%
LFGO
2668
Legacy Financial Group (Oklahoma)
Oklahoma
$224K +$219K +2,485 New
UW
2669
Unique Wealth
Florida
$224K -$7.23K -82 -3%
MAWA
2670
Moss Adams Wealth Advisors
Washington
$223K +$217K +2,465 New
ACA
2671
Affinity Capital Advisors
California
$223K -$32.8K -372 -13%
PCH
2672
PGIM Custom Harvest
New Jersey
$223K +$218K +2,468 New
CCA
2673
Clearwater Capital Advisors
Illinois
$223K +$218K +2,468 New
KA
2674
Kozak & Associates
Colorado
$222K -$351K -3,987 -63%
CS
2675
Capital Square
Tennessee
$222K +$2.91K +33 +1%
105 106
107
108 109