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Name Holding Trade Value Shares
Change 		Change in
Stake
TW
3826
Towerpoint Wealth
California
$306K +$6.69K +13 +2%
PWMG
3827
Private Wealth Management Group
New Jersey
$306K – – –
BI
3828
Ballast Inc
Kentucky
$306K -$10.8K -21 -4%
ITB
3829
Idaho Trust Bank
Idaho
$306K -$8.23K -16 -3%
FFWA
3830
Forthright Family Wealth Advisory
Texas
$306K +$515 +1 +0.2%
FWM
3831
Foguth Wealth Management
Michigan
$304K -$56.6K -110 -18%
MHIC
3832
Marble Harbor Investment Counsel
Massachusetts
$303K – – –
KFS
3833
Kurt F. Somerville
$302K +$11.3K +22 +4%
VFIC
3834
Valley Forge Investment Consultants
Pennsylvania
$302K +$14.4K +28 +6%
SCA
3835
Southern Capital Advisors
Tennessee
$301K +$64.3K +125 +31%
GFG
3836
GR Financial Group
Arizona
$300K +$1.54K +3 +0.6%
GWSA
3837
Global Wealth Strategies & Associates
Colorado
$300K +$22.1K +43 +9%
1CM
3838
1492 Capital Management
Wisconsin
$298K +$515 +1 +0.2%
HP
3839
Hyperion Partners
Pennsylvania
$298K -$515 -1 -0.2%
SCM
3840
Stonehearth Capital Management
Massachusetts
$298K -$26.2K -51 -9%
AFA
3841
Arlington Financial Advisors
California
$298K +$268K +520 New
IAA
3842
Ironsides Asset Advisors
North Carolina
$297K +$267K +519 New
CAS
3843
Coppell Advisory Solutions
Texas
$297K -$835K -1,623 -68%
MAG
3844
Mayfair Advisory Group
Alabama
$297K +$42.2K +82 +20%
TFG
3845
Taylor Financial Group
Virginia
$297K – – –
TF
3846
Tudor Financial
Ohio
$296K +$267K +518 New
AWM
3847
Altus Wealth Management
Kentucky
$296K -$116K -225 -30%
WWMSC
3848
Wagner Wealth Management (South Carolina)
South Carolina
$295K -$54.5K -106 -17%
AWP
3849
Avid Wealth Partners
Texas
$294K +$515 +1 +0.2%
GPW
3850
Gray Private Wealth
Massachusetts
$293K -$27.8K -54 -10%
152 153
154
155 156