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Name Holding Trade Value Shares
Change 		Change in
Stake
WH
3001
Willner & Heller
California
$221K -$16.2K -227 -7%
QFW
3002
QTR Family Wealth
Florida
$221K +$222K +3,117 New
TAM
3003
Tucker Asset Management
Colorado
$220K -$34.1K -479 -13%
CIC
3004
Cutler Investment Counsel
Oregon
$220K -$356 -5 -0.2%
VWM
3005
Vigilare Wealth Management
Arizona
$220K -$9.19K -129 -4%
BAM
3006
Bellevue Asset Management
Washington
$220K +$784 +11 +0.4%
CFS
3007
Compass Financial Services
Iowa
$219K -$5.77K -81 -3%
CB
3008
Centennial Bank
Arkansas
$219K -$3.56K -50 -2%
BW
3009
BXM Wealth
Colorado
$219K -$31.5K -442 -13%
BTWM
3010
Brass Tax Wealth Management
Ohio
$219K +$220K +3,090 New
WAOI
3011
Wealth Advisors of Iowa
Iowa
$219K -$570 -8 -0.3%
CWP
3012
Curated Wealth Partners
California
$219K – – –
KBFS
3013
Kohmann Bosshard Financial Services
Ohio
$218K – – –
EIM
3014
Ervin Investment Management
Washington
$218K +$220K +3,087 New
SW
3015
SMART Wealth
Nebraska
$218K +$220K +3,084 New
BFG
3016
Bouchey Financial Group
New York
$218K +$219K +3,080 New
FMN
3017
Financial Management Network
California
$218K +$218K +3,056 New
EBWM
3018
Eagle Bluffs Wealth Management
Missouri
$218K – – –
IAG
3019
Ipsen Advisor Group
Arkansas
$218K -$7.84K -110 -3%
WWMSC
3020
Wagner Wealth Management (South Carolina)
South Carolina
$218K +$926 +13 +0.4%
YP
3021
YANKCOM Partnership
South Dakota
$217K – – –
POIA
3022
Pin Oak Investment Advisors
Texas
$217K -$97.3K -1,366 -31%
GFG
3023
Greenberg Financial Group
Arizona
$217K -$326K -4,578 -63%
BF
3024
Brucke Financial
Indiana
$217K +$9.33K +131 +4%
CFIA
3025
Cantor Fitzgerald Investment Advisors
New York
$216K +$2.49K +35 +1%
119 120
121
122 123