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Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
3626
Heirloom Wealth Management
Colorado
$267K +$296K +812 New
RMC
3627
Ring Mountain Capital
California
$267K -$2.92K -8 -1%
PWM
3628
Partners Wealth Management
California
$267K – – –
BAM
3629
Belleair Asset Management
Florida
$266K -$3.64K -10 -1%
SGI
3630
Swan Global Investments
Colorado
$266K +$20K +55 +7%
PRTG
3631
Post Resch Tallon Group
New York
$266K +$13.5K +37 +5%
AAM
3632
Azzad Asset Management
Virginia
$266K +$729 +2 +0.2%
AWAP
3633
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$265K – – –
BSAM
3634
Blue Square Asset Management
New York
$265K – – –
RG
3635
Renaissance Group
Kentucky
$264K -$94.4K -259 -24%
SDJVC
3636
St. Denis J. Villere & Co
Louisiana
$264K – – –
GC
3637
Granville Capital
North Carolina
$264K -$29.9K -82 -9%
IF
3638
IRON Financial
Illinois
$264K +$25.1K +69 +9%
MAM
3639
McLaughlin Asset Management
Illinois
$264K -$37.2K -102 -11%
EWA
3640
Evolution Wealth Advisors
Florida
$264K – – –
AMBIA
3641
Allen Mooney & Barnes Investment Advisors
Georgia
$264K -$55.8K -153 -16%
CWWM
3642
Clear Wave Wealth Management
New Jersey
$264K +$292K +802 New
NWAG
3643
Net Worth Advisory Group
Utah
$264K -$112K -308 -28%
HNW
3644
High Note Wealth
Minnesota
$263K -$17.1K -47 -6%
ANB
3645
Amarillo National Bank
Texas
$263K +$53.6K +147 +22%
AWM
3646
Avondale Wealth Management
Texas
$263K -$355K -975 -55%
OIC
3647
Orion Investment Company
Missouri
$263K – – –
PFO
3648
PMG Family Office
Texas
$263K +$20.8K +57 +8%
AWS
3649
Alliance Wealth Strategies
Virginia
$263K – – –
RBC
3650
Roble Belko & Company
Pennsylvania
$262K +$146K +401 +102%
144 145
146
147 148