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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2826
Rockline Wealth Management
New York
$227K -$31.5K -300 -13%
SWP
2827
Semus Wealth Partners
Florida
$227K +$214K +2,041 New
MHWM
2828
Montz Harcus Wealth Management
Louisiana
$227K +$214K +2,037 New
OWCM
2829
One Wealth Capital Management
Arizona
$227K +$214K +2,035 New
JCM
2830
Jacobsen Capital Management
Utah
$226K -$46.9K -446 -18%
EGA
2831
E&G Advisors
Texas
$226K +$214K +2,034 New
IIM
2832
InTrack Investment Management
Vermont
$226K -$21K -200 -9%
FFA
2833
Fi3 Financial Advisors
Indiana
$226K +$212K +2,016 New
SEP
2834
Southland Equity Partners
Missouri
$225K -$9.45K -90 -4%
WFAG
2835
Worth Financial Advisory Group
North Carolina
$225K -$80.7K -768 -28%
LCM
2836
Laurion Capital Management
New York
$225K +$212K +2,018 New
WC
2837
Whitney & Co
New York
$224K +$212K +2,016 New
WG
2838
Wealth Group
North Carolina
$224K +$211K +2,008 New
ZF
2839
Zhang Financial
Michigan
$224K +$211K +2,010 New
PM
2840
Phraction Management
Connecticut
$224K -$46K -438 -18%
HCRE
2841
Hoya Capital Real Estate
Connecticut
$223K +$211K +2,004 New
MM
2842
Meridian Management
Arkansas
$223K +$210K +2,003 New
AWP
2843
Atlas Wealth Partners
Pennsylvania
$223K +$210K +1,995 New
CCA
2844
Cora Capital Advisors
New Jersey
$223K -$52.5K -500 -20%
SSWM
2845
Smith Salley Wealth Management
North Carolina
$223K -$40.1K -382 -16%
DC
2846
Defender Capital
North Carolina
$223K +$210K +2,000 New
WTG
2847
West Tower Group
Virginia
$223K +$210K +2,000 New
HWMG
2848
Hurlow Wealth Management Group
Indiana
$223K +$210K +1,999 New
THL
2849
Tillman Hartley LLC
Colorado
$223K +$210K +1,999 New
HC
2850
Hamilton Capital
Ohio
$222K +$210K +1,998 New
112 113
114
115 116