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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
3976
Studio Investment Management
Illinois
$692K -$36.1K -54 -5%
BRWM
3977
Blue Rock Wealth Management
North Carolina
$692K +$156K +233 +29%
ACM
3978
Avalon Capital Management
California
$692K -$397K -595 -36%
LF
3979
LifeSteps Financial
California
$691K +$88.8K +133 +15%
SGI
3980
Swan Global Investments
Colorado
$691K +$96.2K +144 +16%
MAS
3981
MPWM Advisory Solutions
Georgia
$691K -$78.8K -118 -10%
AIM
3982
Aspen Investment Management
Michigan
$690K +$411K +615 +143%
CAG
3983
Compass Advisory Group
New York
$690K -$48.7K -73 -7%
RWS
3984
Resolute Wealth Strategies
Mississippi
$688K +$8.68K +13 +1%
EIA
3985
Edgemoor Investment Advisors
Maryland
$688K -$2.67K -4 -0.4%
BH
3986
Burk Holdings
Oklahoma
$687K +$108K +162 +18%
FWM
3987
Fonville Wealth Management
Virginia
$685K +$99.5K +149 +17%
E
3988
Entelevest
Florida
$685K +$693K +1,038 New
GAFA
3989
Garton & Associates Financial Advisors
Kentucky
$684K +$692K +1,037 New
CWP
3990
Clark Wealth Partners
Illinois
$684K – – –
CIM
3991
Capital Investment Management
Missouri
$682K +$690K +1,033 New
SWM
3992
Salvus Wealth Management
New Jersey
$680K +$24.7K +37 +4%
AF
3993
Abound Financial
California
$679K -$361K -540 -34%
OCA
3994
Odyssey Capital Advisors
Pennsylvania
$679K +$686K +1,028 New
AIA
3995
Aventus Investment Advisors
Florida
$679K +$6.01K +9 +0.9%
HWA
3996
Heartwood Wealth Advisors
Virginia
$679K +$32.7K +49 +5%
LWPC
3997
Legacy Wealth Partners (Colorado)
Colorado
$678K +$686K +1,027 New
SIG
3998
Spinnaker Investment Group
California
$678K +$48.7K +73 +8%
KB
3999
Kimelman & Baird
New York
$678K – – –
WWG
4000
West Wealth Group
California
$678K -$20K -30 -3%
158 159
160
161 162