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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1801
Centurion Wealth Management
Virginia
$239K +$201K +1,709 New
MSAM
1802
Moloney Securities Asset Management
Missouri
$239K +$201K +1,709 New
POIA
1803
Pin Oak Investment Advisors
Texas
$239K – – –
LWM
1804
Liberty Wealth Management
California
$239K +$201K +1,705 New
FPCP
1805
Fort Point Capital Partners
California
$239K +$201K +1,705 New
CWM
1806
Castle Wealth Management
Florida
$239K +$201K +1,703 New
MCM
1807
Marathon Capital Management
Maryland
$238K +$200K +1,700 New
APW
1808
Aurora Private Wealth
New Jersey
$238K +$200K +1,698 New
NRI
1809
NFP Retirement Inc
California
$238K +$200K +1,695 New
KCPG
1810
Kavar Capital Partners Group
Kansas
$237K +$200K +1,695 New
GAM
1811
Gould Asset Management
California
$236K +$199K +1,688 New
BWP
1812
Barlow Wealth Partners
Kentucky
$235K +$225K +1,907 New
CFG
1813
Cooper Financial Group
California
$235K +$197K +1,675 New
SI
1814
Saxon Interests
Texas
$235K +$197K +1,675 New
NG
1815
Norden Group
Utah
$234K +$197K +1,669 New
AC
1816
Aldebaran Capital
Indiana
$234K +$197K +1,668 New
CCG
1817
Coastwise Capital Group
California
$233K -$68.1K -578 -26%
TW
1818
TrinityPoint Wealth
Connecticut
$233K +$196K +1,664 New
NPFS
1819
Novak & Powell Financial Services
Florida
$233K +$196K +1,664 New
ACM
1820
Arlington Capital Management
Illinois
$233K +$196K +1,663 New
MAG
1821
MRA Advisory Group
New Jersey
$232K +$196K +1,659 New
BWP
1822
Baldwin Wealth Partners
Massachusetts
$232K – – –
BWM
1823
Birchcreek Wealth Management
Ohio
$232K +$195K +1,654 New
SN
1824
Sittner & Nelson
Oregon
$231K – – –
FBT
1825
First Bank & Trust
South Dakota
$230K +$194K +1,644 New
71 72
73
74 75