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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2126
Concentrum Wealth Management
California
$221K +$192K +6,776 New
AMG
2127
Asset Management Group
Connecticut
$221K +$192K +6,773 New
EFG
2128
Ethos Financial Group
Pennsylvania
$221K -$86.1K -3,040 -31%
TA
2129
Townsend & Associates
Colorado
$221K +$201K +7,102 New
HCMG
2130
Howard Capital Management Group
California
$220K +$191K +6,749 New
OMIC
2131
Old Mission Investment Co
Michigan
$220K +$191K +6,727 New
EBA
2132
Eagle Bay Advisors
New York
$219K -$48.9K -1,726 -20%
RW
2133
Rede Wealth
Virginia
$219K +$190K +6,706 New
SICM
2134
Sustainable Insight Capital Management
New York
$219K +$190K +6,700 New
FCB
2135
First County Bank
Connecticut
$218K +$189K +6,683 New
VLC
2136
Van Leeuwen & Company
New Jersey
$218K +$189K +6,671 New
RF
2137
Rollins Financial
Georgia
$218K +$189K +6,665 New
DWM
2138
Denver Wealth Management
Colorado
$217K +$189K +6,656 New
WFA
2139
WestHill Financial Advisors
California
$217K +$188K +6,650 New
AWA
2140
Amplius Wealth Advisors
Pennsylvania
$217K +$188K +6,648 New
BAM
2141
BOS Asset Management
Illinois
$217K +$188K +6,631 New
HIG
2142
Heritage Investment Group
Florida
$216K +$188K +6,623 New
AWM
2143
Accurate Wealth Management
Florida
$216K -$84.4K -2,980 -31%
AAG
2144
Armstrong Advisory Group
Massachusetts
$215K -$16.2K -572 -8%
MF
2145
Meridian Financial
Massachusetts
$215K +$186K +6,577 New
MWM
2146
Massachusetts Wealth Management
Massachusetts
$215K -$21.2K -750 -10%
PF
2147
Phoenix Financial
Israel
$215K +$189K +6,676 New
WC
2148
Weil Company
California
$215K -$121K -4,278 -39%
BAM
2149
Bosun Asset Management
Illinois
$213K +$184K +6,509 New
ANB
2150
Amarillo National Bank
Texas
$213K +$184K +6,506 New
84 85
86
87 88