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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
2901
Pennsylvania Capital Management
Pennsylvania
$294K -$866K -5,988 -74%
AWM
2902
Alterna Wealth Management
Texas
$294K +$14.5K +100 +5%
RDFA
2903
Ritter Daniher Financial Advisory
Ohio
$294K +$86.7K +600 +39%
BBL
2904
Beck Bode LLC
Massachusetts
$294K +$310K +2,142 New
BWA
2905
Beam Wealth Advisors
Louisiana
$293K +$122K +841 +65%
GA
2906
Geller Advisors
New York
$291K -$17.8K -123 -5%
DAC
2907
Dividend Assets Capital
South Carolina
$290K -$16.6K -115 -5%
V
2908
VeraBank
Texas
$290K -$7.37K -51 -2%
PSIWM
2909
Paradigm Strategies in Wealth Management
Minnesota
$290K – – –
POIA
2910
Pin Oak Investment Advisors
Texas
$289K -$14.5K -100 -5%
NWM
2911
Nauset Wealth Management
Connecticut
$289K +$14.5K +100 +5%
T
2912
TRUADVICE
Florida
$289K +$368K +2,545 New
EIG
2913
Ellenbecker Investment Group
Wisconsin
$288K -$8.24K -57 -3%
MCM
2914
Magnolia Capital Management
New York
$288K – – –
PWA
2915
Phoenix Wealth Advisors
North Carolina
$288K – – –
MC
2916
Machina Capital
France
$288K +$304K +2,100 New
MM
2917
MQS Management
New York
$288K +$304K +2,101 New
RIA
2918
Richwood Investment Advisors
Ohio
$286K +$105K +725 +53%
EE
2919
EWG Elevate
California
$285K +$26K +180 +9%
4WM
2920
4J Wealth Management
Virginia
$284K +$8.67K +60 +3%
MA
2921
MKT Advisors
California
$284K +$76.6K +530 +25%
NWMG
2922
National Wealth Management Group
Ohio
$283K +$5.64K +39 +2%
BFG
2923
Bouchey Financial Group
New York
$283K – – –
BCM
2924
Breiter Capital Management
Florida
$282K +$30.8K +213 +12%
OAM
2925
Occidental Asset Management
California
$282K +$43.4K +300 +17%
115 116
117
118 119