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Name Holding Trade Value Shares
Change 		Change in
Stake
NAMP
1751
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$550K +$21.9K +100 +5%
CCA
1752
Clearwater Capital Advisors
Illinois
$548K -$3.51K -16 -0.7%
LWM
1753
Lakeridge Wealth Management
Ohio
$547K -$57.1K -260 -11%
SRC
1754
Sage Rhino Capital
California
$546K +$219 +1 +0%
JWM
1755
Jackson Wealth Management
Florida
$544K -$54.2K -247 -10%
CWI
1756
Conscious Wealth Investments
Florida
$544K – – –
PAM
1757
Peak Asset Management
Colorado
$543K – – –
KCP
1758
Kera Capital Partners
California
$543K +$463K +2,110 New
ONSWM
1759
Old North State Wealth Management
North Carolina
$542K +$8.56K +39 +2%
CI
1760
Cavalier Investments
Georgia
$542K -$4.46M -20,347 -91%
OP
1761
Oslo Pensjonsforsikring
$542K +$34.5K +157 +8%
SSWG
1762
Seven Springs Wealth Group
Tennessee
$541K -$33.1K -151 -7%
SMF
1763
Sterling Manor Financial
New York
$541K – – –
PFW
1764
Petros Family Wealth
Minnesota
$541K +$461K +2,100 New
EA
1765
Everpar Advisors
Oklahoma
$540K +$50.9K +232 +12%
BWA
1766
BCU Wealth Advisors
Illinois
$540K +$658 +3 +0.1%
AIS
1767
American Investment Services
Massachusetts
$540K -$14.9K -68 -3%
IP
1768
Intellectus Partners
California
$539K – – –
AWA
1769
AGH Wealth Advisors
Kansas
$539K -$11.8K -54 -3%
SWA
1770
SFMG Wealth Advisors
Texas
$539K +$1.32K +6 +0.3%
CSB
1771
City State Bank
Iowa
$538K – – –
TCM
1772
Teza Capital Management
Illinois
$538K – – –
TIM
1773
Tevis Investment Management
Texas
$537K – – –
LK
1774
Lumbard & Kellner
New Hampshire
$537K – – –
IA
1775
Integrity Alliance
Iowa
$536K -$255K -1,161 -36%
69 70
71
72 73