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Name Holding Trade Value Shares
Change 		Change in
Stake
CBOR
2401
Community Bank of Raymore
Missouri
$221K +$223K +5,000 New
JCM
2402
Jag Capital Management
Missouri
$221K +$4.9K +110 +2%
CWM
2403
Cedar Wealth Management
California
$220K +$61.8K +1,386 +38%
RW
2404
Rede Wealth
Virginia
$220K +$45 +1 +0%
TIM
2405
Total Investment Management
Arizona
$220K +$2.76K +62 +1%
SIM
2406
SSI Investment Management
California
$220K -$2.5K -56 -1%
WG
2407
Wealth Group
North Carolina
$219K +$221K +4,968 New
SWIM
2408
Smallwood Wealth Investment Management
New Jersey
$219K – – –
KCM
2409
Kendall Capital Management
Maryland
$218K -$187K -4,200 -46%
NQWM
2410
Northwest Quadrant Wealth Management
Oregon
$218K -$5.48K -123 -2%
FZCM
2411
Flynn Zito Capital Management
New York
$217K -$47.3K -1,062 -18%
CA
2412
Calton & Associates
Florida
$217K -$1.92K -43 -0.9%
CIA
2413
Cape Investment Advisory
Georgia
$217K -$12.3K -277 -5%
PBF
2414
Petix & Botte Financial
California
$217K -$219K -4,904 -50%
S
2415
Sunpointe
Missouri
$216K +$14.4K +323 +7%
HCA
2416
Horan Capital Advisors
Ohio
$216K +$1.47K +33 +0.7%
HFP
2417
Holistic Financial Partners
Indiana
$216K +$10.3K +232 +5%
XS
2418
XR Securities
Illinois
$215K +$27.9K +626 +15%
PWA
2419
Phoenix Wealth Advisors
North Carolina
$214K – – –
I
2420
IMPACTfolio
Colorado
$214K +$216K +4,848 New
BSI
2421
Bennett Selby Investments
Maine
$214K – – –
KWM
2422
Keebeck Wealth Management
Illinois
$213K – – –
CSI
2423
Cross Staff Investments
New York
$213K -$1.11K -25 -0.5%
NFA
2424
Northwest Financial Advisors
Virginia
$213K -$26.7K -599 -11%
WA
2425
Wambolt & Associates
Colorado
$212K -$15.8K -355 -7%
95 96
97
98 99