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Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
2701
Coastwise Capital Group
California
$416K +$68.4K +223 +19%
CWA
2702
CJM Wealth Advisers
Virginia
$416K -$13.5K -44 -3%
LAS
2703
LWM Advisory Services
Florida
$416K +$24.5K +80 +6%
LFA
2704
Laraway Financial Advisors
Minnesota
$416K -$46K -150 -10%
SWIM
2705
Smallwood Wealth Investment Management
New Jersey
$416K -$18.4K -60 -4%
QC
2706
QCM Cayman
Texas
$416K +$432K +1,410 New
SFA
2707
Source Financial Advisors
New York
$416K +$26.1K +85 +6%
CCA
2708
Conservest Capital Advisors
Pennsylvania
$416K +$33.4K +109 +8%
IFS
2709
Ifrah Financial Services
Arkansas
$415K -$8.28K -27 -2%
TAM
2710
Titleist Asset Management
Texas
$415K +$431K +1,406 New
BMC
2711
Benin Management Corp
Connecticut
$414K -$65.6K -214 -13%
HFP
2712
Holistic Financial Partners
Indiana
$413K +$62.9K +205 +17%
AFA
2713
AllGen Financial Advisors
Florida
$413K – – –
GFWA
2714
Grey Fox Wealth Advisors
Delaware
$413K -$24.5K -80 -5%
VAM
2715
Verity Asset Management
North Carolina
$413K +$213K +694 +98%
PVM
2716
Palogic Value Management
Texas
$412K +$75.7K +247 +21%
SFWA
2717
Summit Financial Wealth Advisors
Louisiana
$412K +$39.6K +129 +10%
WWG
2718
West Wealth Group
California
$412K +$5.52K +18 +1%
NJBEST
2719
New Jersey Better Educational Savings Trust
New Jersey
$411K – – –
BBP
2720
Banco BTG Pactual
Brazil
$411K +$435K +1,419 New
BSI
2721
Bennett Selby Investments
Maine
$411K +$127K +414 +42%
KWA
2722
KCS Wealth Advisory
California
$411K -$18.1K -59 -4%
FNBOH
2723
First National Bank of Hutchinson
Kansas
$409K +$111K +363 +35%
EIA
2724
Edgemoor Investment Advisors
Maryland
$408K -$94.4K -308 -18%
ACA
2725
Anchor Capital Advisors
Massachusetts
$408K -$1.53K -5 -0.4%
107 108
109
110 111