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Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
4276
Gold Investment Management
Alberta, Canada
$424K – – –
JGIA
4277
Jackson Grant Investment Advisers
Connecticut
$424K – – –
TCM
4278
Tuttle Capital Management
Connecticut
$424K – – –
SWA
4279
Strata Wealth Advisors
Texas
$422K +$3.72K +5 +0.9%
LWAM
4280
Legacy Wealth Asset Management
Minnesota
$422K – – –
PPW
4281
PACK Private Wealth
Minnesota
$422K – – –
TI
4282
Truepoint Inc
Ohio
$420K +$5.21K +7 +1%
HIS
4283
Harvest Investment Services
Illinois
$419K -$24.6K -33 -5%
OAJ
4284
Ogorek Anthony Joseph
New York
$419K -$2.23K -3 -0.5%
EGWAG
4285
Elwood & Goetz Wealth Advisory Group
Georgia
$419K +$156K +209 +58%
SCA
4286
Southern Capital Advisors
Tennessee
$418K -$144K -193 -25%
GJIA
4287
Glass Jacobson Investment Advisors
Maryland
$417K +$11.9K +16 +3%
AFS
4288
Access Financial Services
Minnesota
$417K – – –
RK
4289
Rather & Kittrell
Tennessee
$417K +$423K +568 New
AA
4290
Alesco Advisors
New York
$417K +$46.9K +63 +13%
CWMA
4291
Capstone Wealth Management (Alabama)
Alabama
$416K – – –
MWP
4292
Meriwether Wealth & Planning
Louisiana
$416K +$7.44K +10 +2%
OFG
4293
OmniStar Financial Group
North Carolina
$415K +$61.8K +83 +17%
SCM
4294
Stordahl Capital Management
Colorado
$415K -$81.9K -110 -16%
SG
4295
Strid Group
Pennsylvania
$415K – – –
AGM
4296
Alpine Global Management
New York
$414K +$420K +564 New
PCM
4297
Presidio Capital Management
California
$412K – – –
LODC
4298
Lanham O'Dell & Company
West Virginia
$412K +$9.68K +13 +2%
HWA
4299
Hilltop Wealth Advisors
North Carolina
$412K +$23.8K +32 +6%
RIA
4300
RPG Investment Advisory
California
$411K -$16.4K -22 -4%
170 171
172
173 174