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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2726
Secure Asset Management
Michigan
$405K +$154K +297 +63%
PWM
2727
PBMares Wealth Management
Virginia
$405K – – –
NCM
2728
Noesis Capital Mangement
Florida
$405K – – –
AF
2729
Apollon Financial
South Carolina
$405K +$116K +225 +41%
MAC
2730
Mason & Associates (California)
California
$403K +$8.28K +16 +2%
BWP
2731
Baldwin Wealth Partners
Massachusetts
$403K -$33.1K -64 -8%
GWM
2732
GDS Wealth Management
Texas
$403K +$12.4K +24 +3%
LRIA
2733
Leonard Rickey Investment Advisors
Washington
$402K -$6.21K -12 -2%
CSC
2734
Caldwell Sutter Capital
California
$400K – – –
GFPC
2735
Global Financial Private Client
Florida
$400K +$6.73K +13 +2%
FFG
2736
First Financial Group
North Carolina
$400K +$393K +759 New
TCM
2737
Traynor Capital Management
Pennsylvania
$399K +$151K +292 +63%
GAM
2738
Gemmer Asset Management
California
$399K -$134K -259 -25%
ST
2739
Sentinel Trust
Texas
$395K +$389K +751 New
WPC
2740
Waters Parkerson & Co
Louisiana
$395K -$51.8K -100 -12%
MIM
2741
Merrion Investment Management
New Jersey
$395K – – –
OWA
2742
Octavia Wealth Advisors
Ohio
$394K -$25.9K -50 -6%
GA
2743
GSG Advisors
New Jersey
$394K -$6.21K -12 -2%
TPBG
2744
Turning Point Benefit Group
Maryland
$393K +$403K +779 New
MAG
2745
Mayfair Advisory Group
Alabama
$392K -$2.59K -5 -0.7%
DWM
2746
DecisionMap Wealth Management
Virginia
$391K +$384K +742 New
CF
2747
Claris Financial
Virginia
$390K +$383K +740 New
WHCI
2748
W.H. Cornerstone Investments
Massachusetts
$390K – – –
HCA
2749
Horan Capital Advisors
Ohio
$389K – – –
SIAG
2750
Safeguard Investment Advisory Group
California
$389K +$52.3K +101 +16%
108 109
110
111 112