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Name Holding Trade Value Shares
Change 		Change in
Stake
ODIJL
2826
One Day In July LLC
Vermont
$242K +$228K +490 New
CA
2827
CSM Advisors
Pennsylvania
$241K +$228K +490 New
AGAM
2828
Audent Global Asset Management
California
$241K -$486K -1,045 -68%
HWA
2829
Heartwood Wealth Advisors
Virginia
$241K – – –
SWM
2830
Shakespeare Wealth Management
Wisconsin
$241K +$3.72K +8 +2%
RW
2831
Regimen Wealth
Georgia
$241K +$465 +1 +0.2%
RFG
2832
REAP Financial Group
Texas
$240K +$13.5K +29 +6%
RWA
2833
Rooted Wealth Advisors
Illinois
$239K -$9.77K -21 -4%
EBA
2834
Eagle Bay Advisors
New York
$239K -$2.33K -5 -1%
GF
2835
GGM Financials
Ohio
$238K +$465 +1 +0.2%
UFA
2836
US Financial Advisors
Massachusetts
$238K – – –
FZCM
2837
Flynn Zito Capital Management
New York
$237K – – –
CW
2838
Channel Wealth
California
$236K -$10.7K -23 -5%
LWM
2839
LJI Wealth Management
Indiana
$235K +$7.91K +17 +4%
PWP
2840
Precedent Wealth Partners
Texas
$235K -$18.6K -40 -8%
BFAG
2841
Blackston Financial Advisory Group
Florida
$235K +$221K +475 New
AA
2842
Addison Advisors
Vermont
$235K +$7.91K +17 +4%
FF
2843
Fluent Financial
Texas
$235K -$6.98K -15 -3%
HCM
2844
Heathbridge Capital Management
Ontario, Canada
$235K – – –
BMMM
2845
Boston Mountain Money Management
Arkansas
$234K -$3.25K -7 -1%
HWMO
2846
Heritage Wealth Management (Ohio)
Ohio
$234K – – –
SAM
2847
Secure Asset Management
Michigan
$233K +$220K +473 New
MAP
2848
Moody Aldrich Partners
Massachusetts
$233K -$129K -277 -37%
PVM
2849
Palogic Value Management
Texas
$233K -$6.05K -13 -3%
BCMLT
2850
Beacon Capital Management LLC (Tennessee)
Tennessee
$233K +$64.6K +139 +42%
112 113
114
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