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Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
1826
TCV Trust & Wealth Management
Virginia
$353K +$347K +1,765 New
CAM
1827
Cozad Asset Management
Illinois
$353K – – –
BFG
1828
Bouchey Financial Group
New York
$352K +$19.5K +99 +6%
LF
1829
LifeSteps Financial
California
$352K -$9.05K -46 -3%
RL
1830
Retireful LLC
Michigan
$352K +$346K +1,761 New
CWP
1831
Capital Wealth Planning
Florida
$352K -$73.8K -375 -18%
OWA
1832
Octavia Wealth Advisors
Ohio
$352K -$63.2K -321 -15%
CWA
1833
CJM Wealth Advisers
Virginia
$351K – – –
ZF
1834
Zhang Financial
Michigan
$350K -$3.54K -18 -1%
HJGA
1835
Hardman Johnston Global Advisors
Connecticut
$349K -$59K -300 -15%
MFA
1836
Morling Financial Advisors
California
$349K +$344K +1,746 New
SP
1837
Stablepoint Partners
Massachusetts
$349K -$3.54K -18 -1%
TIM
1838
Tevis Investment Management
Texas
$348K – – –
DAC
1839
Dividend Assets Capital
South Carolina
$348K +$85.6K +435 +33%
SWG
1840
Summit Wealth Group
Vermont
$348K +$39.2K +199 +13%
CSI
1841
Clark & Stuart Inc
Maine
$348K -$1.18K -6 -0.3%
LA
1842
LVW Advisors
New York
$347K +$88.9K +452 +35%
MFC
1843
Morris Financial Concepts
South Carolina
$347K -$13K -66 -4%
BWP
1844
BlueStem Wealth Partners
Minnesota
$347K +$3.35K +17 +1%
SP
1845
Stonebrook Private
Michigan
$346K +$21.4K +109 +7%
HAC
1846
Harbor Advisory Corp
New Hampshire
$346K – – –
HA
1847
HC Advisors
Georgia
$345K +$339K +1,725 New
RWA
1848
Redhawk Wealth Advisors
Minnesota
$344K -$197 -1 -0.1%
DHC
1849
Drum Hill Capital
Connecticut
$344K – – –
CCP
1850
Clarity Capital Partners
California
$344K +$338K +1,718 New
72 73
74
75 76