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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2651
Birchcreek Wealth Management
Ohio
$748K -$106K -291 -14%
DAC
2652
Dividend Assets Capital
South Carolina
$747K -$7.29K -20 -1%
SFG
2653
Seamount Financial Group
Colorado
$745K -$7.66K -21 -1%
WFA
2654
WMG Financial Advisors
Tennessee
$744K -$1.09K -3 -0.2%
SIG
2655
Spinnaker Investment Group
California
$742K -$9.12K -25 -1%
IWP
2656
Insight Wealth Partners
Texas
$742K +$1.46K +4 +0.2%
LJHT
2657
Laurie J. Hall Trustee
$741K -$5.47K -15 -0.8%
FSC
2658
Full Sail Capital
Oklahoma
$741K – – –
GAM
2659
Garrison Asset Management
Arkansas
$740K +$7.66K +21 +1%
WA
2660
Wealthstream Advisors
New York
$739K +$24.8K +68 +4%
RWRC
2661
R.W. Roge & Company
New York
$739K +$2.55K +7 +0.4%
WAM
2662
Werlinich Asset Management
Connecticut
$737K – – –
GWM
2663
Greenwich Wealth Management
Connecticut
$735K -$3.28K -9 -0.5%
QCIG
2664
Quad-Cities Investment Group
Iowa
$735K -$8.75K -24 -1%
AC
2665
Asio Capital
Kentucky
$734K -$14.6K -40 -2%
SWG
2666
Summit Wealth Group
Vermont
$731K – – –
MCM
2667
Marathon Capital Management
Maryland
$731K -$20.1K -55 -3%
WPW
2668
Warther Private Wealth
Ohio
$730K -$19.7K -54 -3%
CAM
2669
Clark Asset Management
New Hampshire
$730K +$73.3K +201 +13%
SHFA
2670
Sherrill & Hutchins Financial Advisory
Georgia
$730K +$2.19K +6 +0.3%
CG
2671
Clifford Group
Massachusetts
$730K -$10.2K -28 -2%
PAS
2672
Professional Advisory Services
Florida
$729K – – –
CWC
2673
Carolinas Wealth Consulting
North Carolina
$729K +$200K +549 +44%
SRL
2674
Scientech Research LLC
New Jersey
$727K +$655K +1,795 New
PMA
2675
Prudent Man Advisors
Illinois
$727K +$654K +1,794 New
105 106
107
108 109