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Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1801
DGS Capital Management
New Jersey
$1.31M +$9.57K +21 +0.7%
HT
1802
Heritage Trust
Oklahoma
$1.31M -$29.2K -64 -2%
TFM
1803
TFC Financial Management
Massachusetts
$1.3M -$15.9K -35 -1%
SHFA
1804
SS&H Financial Advisors
Michigan
$1.3M +$530K +1,164 +65%
EWM
1805
EPG Wealth Management
Georgia
$1.3M -$1.29M -2,837 Closed
SHFA
1806
SC&H Financial Advisors
Maryland
$1.3M -$20.5K -45 -2%
BOPW
1807
Brandywine Oak Private Wealth
Pennsylvania
$1.3M -$38.7K -85 -3%
SAM
1808
Steinberg Asset Management
New York
$1.3M -$80.6K -177 -6%
AL
1809
Aspiriant LLC
California
$1.29M -$244K -536 -15%
AFS
1810
Aft Forsyth & Sober
Florida
$1.29M – – –
IDA
1811
Intelligence Driven Advisers
California
$1.29M +$67.4K +148 +5%
ANBT
1812
American National Bank & Trust
Texas
$1.29M +$32.8K +72 +3%
MWA
1813
Meridian Wealth Advisors
Texas
$1.29M +$5.47K +12 +0.4%
CG
1814
Corundum Group
Colorado
$1.29M +$614K +1,347 +86%
CA
1815
Crewe Advisors
Utah
$1.28M +$87K +191 +7%
4WM
1816
4J Wealth Management
Virginia
$1.28M -$23.7K -52 -2%
BWM
1817
BNC Wealth Management
Oregon
$1.28M -$22.3K -49 -2%
3IP
1818
3Chopt Investment Partners
Virginia
$1.28M +$1.32M +2,899 New
GC
1819
Gilbert & Cook
Iowa
$1.27M -$133K -291 -9%
JMFC
1820
J.M. Forbes & Co
Massachusetts
$1.27M +$29.2K +64 +2%
DA
1821
Doliver Advisors
Texas
$1.27M -$9.11K -20 -0.7%
UW
1822
Unique Wealth
Florida
$1.27M +$152K +333 +13%
BFO
1823
Biltmore Family Office
North Carolina
$1.26M +$117K +257 +10%
MW
1824
Marcum Wealth
Ohio
$1.26M +$59.2K +130 +5%
PFA
1825
Professional Financial Advisors
Nebraska
$1.26M +$46.5K +102 +4%
71 72
73
74 75