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Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
4476
Sheets Smith Wealth Management
North Carolina
$406K +$109K +163 +36%
ASCM
4477
Adkins Seale Capital Management
Louisiana
$405K +$410K +614 New
DA
4478
Detalus Advisors
Missouri
$405K +$9.35K +14 +2%
BWM
4479
Bernard Wealth Management
Michigan
$403K -$284K -425 -41%
GWWM
4480
Great Waters Wealth Management
Minnesota
$402K -$43.4K -65 -10%
OPOWM
4481
One Plus One Wealth Management
Florida
$402K -$12K -18 -3%
SCM
4482
Sollinda Capital Management
Florida
$402K -$24.7K -37 -6%
BST
4483
Bath Savings Trust
Maine
$401K +$8.68K +13 +2%
PAG
4484
Poinciana Advisors Group
Florida
$401K +$223K +334 +122%
AGA
4485
Arkos Global Advisors
Texas
$401K -$176K -264 -30%
MQWP
4486
Morey & Quinn Wealth Partners
Nebraska
$401K – – –
TAWM
4487
Three Arch Wealth Management
California
$401K +$405K +607 New
LFP
4488
Lakeshore Financial Planning
Michigan
$400K +$10K +15 +3%
BWP
4489
BlueStem Wealth Partners
Minnesota
$399K +$43.4K +65 +12%
BCM
4490
Buckhead Capital Management
Georgia
$399K +$404K +605 New
RMC
4491
Resources Management Corp
Connecticut
$399K +$30.7K +46 +8%
T
4492
Tableaux
Massachusetts
$399K -$403K -604 -50%
SFB
4493
STAR Financial Bank
Indiana
$399K -$55.4K -83 -12%
ACM
4494
Armbruster Capital Management
New York
$397K -$668 -1 -0.2%
MIM
4495
Macroview Investment Management
Maryland
$396K +$90.1K +135 +29%
FAM
4496
Forte Asset Management
New York
$396K – – –
RCM
4497
Ravenstone Capital Management
$396K – – –
EAMH
4498
Eurizon Asset Management Hungary
$396K +$401K +600 New
FSG
4499
Financial Strategies Group
Michigan
$394K – – –
DI
4500
DDFG Inc
California
$393K +$134K +200 +51%
178 179
180
181 182