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Name Holding Trade Value Shares
Change 		Change in
Stake
HBCM
2226
Heron Bay Capital Management
Michigan
$476K – – –
CAM
2227
CenterStar Asset Management
Illinois
$475K +$478K +4,741 New
SAI
2228
Systematic Alpha Investments
New Jersey
$474K – – –
LHC
2229
Little House Capital
Massachusetts
$473K +$12.9K +128 +3%
OHWA
2230
Oak Hill Wealth Advisors
Virginia
$471K -$9.68K -96 -2%
AWM
2231
Aprio Wealth Management
Georgia
$471K +$474K +4,700 New
CYG
2232
Clean Yield Group
Vermont
$470K – – –
GC
2233
GFG Capital
Florida
$469K +$202 +2 +0%
CWG
2234
Cornerstone Wealth Group
North Carolina
$468K -$33.1K -328 -7%
SIAG
2235
Safeguard Investment Advisory Group
California
$467K +$47.1K +467 +11%
PC
2236
Pecaut & Co
Iowa
$467K -$64.2K -637 -12%
PWAG
2237
Polaris Wealth Advisory Group
California
$467K +$15.1K +150 +3%
PCS
2238
Personal CFO Solutions
New Jersey
$467K +$23.2K +230 +5%
P
2239
&Partners
Tennessee
$467K -$6.05K -60 -1%
XS
2240
XR Securities
Illinois
$466K -$256K -2,544 -35%
RZH
2241
Relyea Zuckerberg Hanson
Connecticut
$466K +$54.2K +538 +13%
OPWM
2242
Oxinas Partners Wealth Management
Indiana
$466K -$1.71K -17 -0.4%
LF
2243
LifeSteps Financial
California
$464K -$38.9K -386 -8%
IF
2244
Intrua Financial
Texas
$463K -$44.4K -440 -8%
HWAM
2245
Hennion & Walsh Asset Management
New Jersey
$463K – – –
IP
2246
Ignite Planners
California
$463K +$10.8K +107 +2%
SWAG
2247
Spectrum Wealth Advisory Group
California
$462K -$325K -3,225 -41%
EGA
2248
E&G Advisors
Texas
$462K +$59.6K +591 +15%
SSWM
2249
Strait & Sound Wealth Management
California
$461K +$25.8K +256 +6%
IIA
2250
Integral Investment Advisors
California
$461K +$11.6K +115 +3%
88 89
90
91 92