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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1701
Sovereign Financial Group
Connecticut
$210K +$205K +590 New
RZH
1702
Relyea Zuckerberg Hanson
Connecticut
$210K +$205K +590 New
FCM
1703
Fourpath Capital Management
Oklahoma
$209K -$109K -313 -35%
BFG
1704
Beto Financial Group
Idaho
$208K -$84K -242 -30%
RWM
1705
Riverbend Wealth Management
South Carolina
$208K +$202K +583 New
DBFM
1706
Dickmeyer Boyce Financial Management
Indiana
$207K +$202K +581 New
WPC
1707
Waters Parkerson & Co
Louisiana
$207K +$201K +580 New
CBT
1708
Crews Bank & Trust
Florida
$205K – – –
AF
1709
Alerus Financial
North Dakota
$205K -$2.08K -6 -1%
BTC
1710
Bank & Trust Company
Illinois
$205K – – –
EC
1711
EdgeRock Capital
Colorado
$205K +$200K +575 New
NCM
1712
NCM Capital Management
New Jersey
$205K +$200K +575 New
SWM
1713
Stockman Wealth Management
Montana
$205K +$200K +575 New
CWMGO
1714
Capstone Wealth Management Group (Oregon)
Oregon
$205K +$200K +575 New
TFA
1715
Teamwork Financial Advisors
Texas
$205K +$199K +574 New
NSIM
1716
North Star Investment Management
Illinois
$204K -$3.12K -9 -2%
AT
1717
American Trust
Kentucky
$203K +$198K +570 New
HA
1718
Herold Advisors
New York
$203K +$198K +570 New
GWA
1719
Gutierrez Wealth Advisory
Arkansas
$203K +$198K +569 New
BWA
1720
Babb Wealth Advisors
Arizona
$202K +$197K +567 New
ERIC
1721
Eagle Rock Investment Company
Georgia
$202K +$197K +567 New
WHCI
1722
W.H. Cornerstone Investments
Massachusetts
$202K +$196K +566 New
DA
1723
Detalus Advisors
Missouri
$201K +$195K +563 New
SSWM
1724
Sheets Smith Wealth Management
North Carolina
$200K +$195K +563 New
GI
1725
Gradient Investments
Minnesota
$200K +$195K +562 New
67 68
69
70 71