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Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
2376
Opes Wealth Management
California
$327K -$43.1K -366 -11%
GA
2377
GSG Advisors
New Jersey
$326K – – –
KWMG
2378
King Wealth Management Group
Florida
$326K -$134K -1,140 -29%
LWM
2379
LongView Wealth Management
Georgia
$326K -$8.95K -76 -3%
MSAM
2380
Moloney Securities Asset Management
Missouri
$325K -$92K -781 -22%
RWM
2381
Rialto Wealth Management
New York
$325K +$589 +5 +0.2%
SW
2382
SkyOak Wealth
Michigan
$325K +$707 +6 +0.2%
FWM
2383
Finer Wealth Management
Massachusetts
$325K – – –
BMCM
2384
Burns Matteson Capital Management
New York
$325K +$334K +2,838 New
AT
2385
American Trust
Kentucky
$325K +$103K +875 +45%
COCM
2386
Charter Oak Capital Management
New Hampshire
$324K -$4.59K -39 -1%
V
2387
ViaWealth
Kansas
$324K -$68K -577 -17%
CGH
2388
CMG Global Holdings
Texas
$324K +$5.89K +50 +2%
RG
2389
Renaissance Group
Kentucky
$323K +$333K +2,825 New
CAM
2390
Costello Asset Management
Pennsylvania
$323K +$4.24K +36 +1%
EWP
2391
Elevation Wealth Partners
California
$322K +$15K +127 +5%
VAG
2392
VisionPoint Advisory Group
Texas
$322K +$5.06K +43 +2%
FFL
2393
Financial Freedom LLC
Ohio
$322K +$236 +2 +0.1%
SWRP
2394
Summit Wealth & Retirement Planning
California
$322K +$1.3K +11 +0.4%
KWM
2395
Keebeck Wealth Management
Illinois
$322K +$12K +102 +4%
CFA
2396
Capstone Financial Advisors
Illinois
$321K -$12.6K -107 -4%
DCM
2397
Dudley Capital Management
Virginia
$320K – – –
GF
2398
Gries Financial
Ohio
$320K +$79K +671 +32%
MCM
2399
Maple Capital Management
Vermont
$318K -$7.66K -65 -2%
PSCM
2400
Per Stirling Capital Management
Texas
$318K +$824 +7 +0.3%
94 95
96
97 98