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Name Holding Trade Value Shares
Change
Change in
Stake
SI
2901
Stonekeep Investments
New Mexico
$409K – – –
WMA
2902
West Michigan Advisors
Michigan
$408K +$19K +34 +5%
AWA
2903
AGH Wealth Advisors
Kansas
$407K -$103K -184 -21%
BFM
2904
Boothbay Fund Management
New York
$406K -$120K -215 -23%
MWC
2905
MBM Wealth Consultants
Missouri
$406K -$3.91K -7 -1%
TFA
2906
Trinity Financial Advisors
Ohio
$406K – – –
PCM
2907
Polymer Capital Management
New York
$405K -$296K -530 -43%
LCM
2908
LVM Capital Management
Michigan
$405K – – –
JDLA
2909
J. Derek Lewis & Associates
California
$403K +$395K +707 New
CA
2910
COFG Advisors
Illinois
$403K +$395K +706 New
S
2911
Storgate
Texas
$403K +$395K +706 New
TAM
2912
Titleist Asset Management
Texas
$402K +$108K +194 +38%
SFG
2913
SageGuard Financial Group
Tennessee
$400K +$392K +701 New
DWM
2914
DecisionMap Wealth Management
Virginia
$400K -$31.3K -56 -7%
G
2915
GuidedMoney
Wisconsin
$400K +$391K +700 New
LWPC
2916
Legacy Wealth Partners (Colorado)
Colorado
$400K +$391K +700 New
NSB
2917
Norway Savings Bank
Maine
$399K -$2.79K -5 -0.7%
FPL
2918
Fortress Private Ledger
North Carolina
$398K +$76.6K +137 +24%
TSW
2919
Thompson Siegel & Walmsley
Virginia
$398K – – –
GSIAS
2920
Garden State Investment Advisory Services
New Jersey
$398K – – –
BFWA
2921
Benchmark Financial Wealth Advisors
Florida
$397K -$8.38K -15 -2%
TDB
2922
Thompson David Blair
$395K +$387K +692 New
GGI
2923
Godsey & Gibb Inc
Virginia
$394K -$11.2K -20 -3%
TVAMP
2924
Tennessee Valley Asset Management Partners
Tennessee
$394K +$7.27K +13 +2%
AZ
2925
Alpha Zero
Florida
$394K -$30.2K -54 -7%