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Name Holding Trade Value Shares
Change 		Change in
Stake
DMBA
1651
Deseret Mutual Benefit Administrators
Utah
$374K -$34.4K -68 -9%
YDMI
1652
Y.D. More Investments
Israel
$373K +$41K +81 +13%
SSWG
1653
Seven Springs Wealth Group
Tennessee
$369K +$2.53K +5 +0.7%
SB
1654
Strategic Blueprint
Georgia
$369K +$62.3K +123 +21%
CFP
1655
Cascade Financial Partners
California
$369K +$11.1K +22 +3%
OWA
1656
Opal Wealth Advisors
New York
$368K -$2.03K -4 -0.6%
TPWA
1657
TRUE Private Wealth Advisors
Oregon
$368K +$7.09K +14 +2%
WCAMG
1658
Woodard & Company Asset Management Group
North Carolina
$368K +$2.03K +4 +0.6%
4WM
1659
44 Wealth Management
Oregon
$367K -$8.61K -17 -2%
GI
1660
GAMCO Investors
Connecticut
$367K +$358K +707 New
9C
1661
9823 Capital
Texas
$366K -$121K -239 -25%
WHC
1662
Wulff, Hansen & Co
California
$365K -$8.61K -17 -2%
QFW
1663
QTR Family Wealth
Florida
$364K +$26.8K +53 +8%
SWM
1664
Stronghold Wealth Management
Florida
$363K +$13.7K +27 +4%
SAM
1665
Sagewood Asset Management
New York
$363K +$355K +700 New
GG
1666
Greenwood Gearhart
Arkansas
$362K +$26.3K +52 +8%
SFC
1667
SYM Financial Corp
Indiana
$362K -$309K -610 -47%
RYIA
1668
Roehl & Yi Investment Advisors
Oregon
$361K -$1.01K -2 -0%
ELM
1669
Elite Life Management
Florida
$361K -$5.07K -10 -1%
TA
1670
TrueWealth Advisors
Alabama
$361K -$12.2K -24 -3%
1WA
1671
180 Wealth Advisors
Washington
$360K -$23.3K -46 -6%
VC
1672
Veracity Capital
Georgia
$360K +$11.6K +23 +3%
FWP
1673
FAS Wealth Partners
Kansas
$360K – – –
GJWM
1674
Gilliland Jeter Wealth Management
Arkansas
$360K – – –
PMAM
1675
Picton Mahoney Asset Management
Ontario, Canada
$358K -$440K -868 -56%
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67
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