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Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
3526
Cornerstone Planning Group
New Jersey
$310K -$178K -486 -37%
RWM
3527
RMG Wealth Management
Wisconsin
$310K -$35.5K -97 -11%
SC
3528
Saybrook Capital
North Carolina
$310K – – –
SWM
3529
Sagace Wealth Management
Florida
$309K +$8.42K +23 +3%
CPWL
3530
Coquina Private Wealth LLC
Florida
$309K +$329K +899 New
ORC
3531
O'Rourke & Company
Massachusetts
$309K -$10.6K -29 -3%
EA
3532
Echo45 Advisors
California
$307K -$9.89K -27 -3%
WJS
3533
William John Sempolinski
Massachusetts
$307K +$327K +893 New
WRCM
3534
Western Reserve Capital Management
Ohio
$307K +$326K +891 New
BW
3535
BXM Wealth
Colorado
$306K +$1.8M +4,926 +437%
PPW
3536
Presilium Private Wealth
Pennsylvania
$306K +$5.13K +14 +2%
OPTFSNA
3537
Old Point Trust & Financial Services N A
Virginia
$306K +$6.23K +17 +2%
ACA
3538
Anchor Capital Advisors
Massachusetts
$305K -$87.9K -240 -21%
AIA
3539
Accelerate Investment Advisors
California
$305K -$2.93K -8 -0.9%
FMTCOCP
3540
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$305K -$39.2K -107 -11%
CW
3541
Cedarwood Wealth
Colorado
$305K +$289K +788 New
GC
3542
Granville Capital
North Carolina
$305K +$325K +886 New
AFM
3543
Armstrong Fleming & Moore
District of Columbia
$305K – – –
BI
3544
Berkeley Inc
Idaho
$304K -$5.13K -14 -2%
CDWM
3545
Campbell Deegan Wealth Management
Virginia
$302K +$5.49K +15 +2%
TCMP
3546
Thrive Capital Management (Pennsylvania)
Pennsylvania
$302K -$4.76K -13 -1%
GC
3547
GatePass Capital
Ohio
$301K +$139K +380 +77%
AW
3548
Ankerstar Wealth
Texas
$300K +$319K +870 New
HG
3549
Harbor Group
New Hampshire
$299K +$59K +161 +23%
XWL
3550
XXI Wealth LLC
Illinois
$299K +$318K +868 New
140 141
142
143 144