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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1801
Orion Capital Management
California
$12.7K – – –
B
1802
Birchbrook
Maine
$12.3K – – –
BWL
1803
Bogart Wealth LLC
Virginia
$12.3K – – –
JPWM
1804
Jamison Private Wealth Management
Georgia
$12.3K – – –
NMM
1805
Naples Money Management
Florida
$11.6K – – –
SFC
1806
Strategic Financial Concepts
Texas
$11.1K +$32.7M +74,403 New
TFGT
1807
TS Financial Group (TSFG)
Illinois
$11K +$11K +25 New
FIM
1808
FWL Investment Management
Texas
$11K +$11K +25 New
WIM
1809
Westside Investment Management
California
$10.5K +$10.6K +24 New
DF
1810
Dunhill Financial
United Kingdom
$9.79K -$5.72K -13 -37%
GTAM
1811
Global Trust Asset Management
Florida
$9.21K – – –
NSIM
1812
North Star Investment Management
Illinois
$9.21K – – –
HWM
1813
HighMark Wealth Management
Minnesota
$9.21K +$1.32K +3 +17%
NAAA
1814
New Age Alpha Advisors
New York
$9.21K +$9.24K +21 New
LAM
1815
Lummis Asset Management
Texas
$8.34K – – –
PA
1816
Pineridge Advisors
Missouri
$7.91K +$1.32K +3 +20%
ME
1817
McIlrath & Eck
Washington
$7.9K – – –
DF
1818
DecisionPoint Financial
Arizona
$7.71K – – –
OLVIG
1819
Oliver Lagore Vanvalin Investment Group
Michigan
$7.02K -$3.08K -7 -30%
IWP
1820
IAG Wealth Partners
Wisconsin
$7.02K – – –
FMTCOCP
1821
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K – – –
BHWM
1822
Beaird Harris Wealth Management
Texas
$6.95K +$440 +1 +7%
BFPW
1823
BOK Financial Private Wealth
Colorado
$6.58K +$6.6K +15 New
IRC
1824
Investors Research Corp
Georgia
$6.58K – – –
4FG
1825
4Thought Financial Group
New York
$6.14K – – –
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