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Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
2651
Austin Asset Management
Texas
$397K +$29.8K +101 +8%
CM
2652
Columbus Macro
Pennsylvania
$396K -$3.25K -11 -0.8%
OCM
2653
Objective Capital Management
Ohio
$396K +$3.84K +13 +0.9%
ZIMP
2654
Zimmermann Investment Management & Planning
Pennsylvania
$395K -$18.3K -62 -4%
CCA
2655
Conservest Capital Advisors
Pennsylvania
$394K -$430K -1,458 Closed
KA
2656
Keene & Associates
Texas
$394K -$28K -95 -6%
LJHT
2657
Laurie J. Hall Trustee
$394K – – –
TGAM
2658
TBH Global Asset Management
Tennessee
$392K +$886 +3 +0.2%
KA
2659
KLCM Advisors
Wisconsin
$392K +$123K +416 +41%
CWA
2660
CJM Wealth Advisers
Virginia
$392K +$7.97K +27 +2%
EA
2661
Echo45 Advisors
California
$391K -$79.7K -270 -16%
HCM
2662
Hengehold Capital Management
Ohio
$390K +$295 +1 +0.1%
PPWM
2663
Paragon Private Wealth Management
Kentucky
$389K – – –
TFF
2664
The Family Firm
Maryland
$389K +$2.66K +9 +0.6%
CCM
2665
Compass Capital Management
Minnesota
$387K – – –
HCM
2666
Hutchinson Capital Management
California
$387K +$2.36K +8 +0.6%
WWP
2667
WR Wealth Planners
Missouri
$387K +$19.2K +65 +5%
SWP
2668
Summit Wealth Partners
Florida
$387K +$18.6K +63 +5%
AFA
2669
AllGen Financial Advisors
Florida
$387K +$414K +1,401 New
LIG
2670
Lokken Investment Group
Delaware
$386K +$295 +1 +0.1%
NJBEST
2671
New Jersey Better Educational Savings Trust
New Jersey
$384K – – –
CCM
2672
Consolidated Capital Management
California
$384K +$411K +1,392 New
RFN
2673
RDA Financial Network
Iowa
$383K -$455K -1,543 -53%
SDWMA
2674
Schneider Downs Wealth Management Advisors
Pennsylvania
$383K -$347K -1,176 -46%
SC
2675
SRB Corp
Massachusetts
$382K -$1.17M -3,953 -74%
105 106
107
108 109