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Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
2851
Capital Advisors Wealth Management
Washington
$325K -$12.8K -37 -3%
TCM
2852
Tufton Capital Management
Maryland
$324K – – –
PMG
2853
Private Management Group
California
$324K +$5.2K +15 +1%
AAP
2854
Arax Advisory Partners
Colorado
$324K +$9.71K +28 +3%
HFS
2855
Heritage Financial Services
Massachusetts
$323K -$7.63K -22 -2%
CCM
2856
Consolidated Capital Management
California
$322K -$42.3K -122 -10%
PCM
2857
Princeton Capital Management
New Jersey
$322K -$26.7K -77 -7%
HSWM
2858
Hubbell Strickland Wealth Management
Louisiana
$322K -$26.4K -76 -7%
OFS
2859
OneAscent Financial Services
Alabama
$320K +$371K +1,069 New
NF
2860
Norwood Financial
Pennsylvania
$319K +$36.4K +105 +11%
CTB
2861
Country Trust Bank
Illinois
$317K -$86.7K -250 -19%
NRW
2862
Nova R Wealth
Kansas
$317K +$694 +2 +0.2%
TSWM
2863
Triangle Securities Wealth Management
North Carolina
$316K -$76.3K -220 -17%
TA
2864
TrueWealth Advisors
Alabama
$316K – – –
WMS
2865
Wealth Management Solutions
Pennsylvania
$316K +$39.9K +115 +12%
PCM
2866
Perritt Capital Management
Illinois
$315K -$14.9K -43 -4%
MA
2867
MKT Advisors
California
$315K -$2.08K -6 -0.6%
AGA
2868
Arkos Global Advisors
Texas
$315K – – –
SLT
2869
St Louis Trust
Missouri
$314K -$469K -1,352 -56%
SL
2870
Summitry LLC
California
$314K -$202K -582 -36%
GBA
2871
Garrison Bradford & Associates
New York
$314K – – –
BWM
2872
Birchcreek Wealth Management
Ohio
$314K +$17.3K +50 +5%
PAG
2873
Powers Advisory Group
Illinois
$314K +$28.1K +81 +8%
BWM
2874
BCS Wealth Management
Tennessee
$313K -$265K -763 -42%
PM
2875
Phraction Management
Connecticut
$313K -$161K -463 -31%
113 114
115
116 117