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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
3951
Ategra Capital Management
Virginia
$773K – – –
BWM
3952
Brickley Wealth Management
California
$772K -$365K -1,382 -29%
SWM
3953
Shelton Wealth Management
Texas
$769K +$792 +3 +0.1%
RA
3954
Riverstone Advisors
Texas
$769K +$94.8K +359 +12%
CIG
3955
Cairn Investment Group
Washington
$768K -$53.1K -201 -6%
P
3956
Palladiem
Pennsylvania
$768K -$5.02K -19 -0.6%
GPA
3957
Guidance Point Advisors
Massachusetts
$766K -$9.51K -36 -1%
ECM
3958
EMC Capital Management
Texas
$763K – – –
CMA
3959
Cedar Mountain Advisors
Oregon
$760K -$4.75K -18 -0.5%
FAM
3960
Fenimore Asset Management
New York
$759K – – –
BWM
3961
Blossom Wealth Management
California
$758K +$2.64K +10 +0.3%
CBN
3962
Cadence Bank NA
Texas
$755K -$11.9M -44,961 -93%
FS
3963
Ferguson Shapiro
Georgia
$755K +$12.9K +49 +2%
TCMP
3964
Thrive Capital Management (Pennsylvania)
Pennsylvania
$754K -$3.43K -13 -0.4%
VBWMG
3965
Von Berge Wealth Management Group
California
$754K – – –
PD
3966
Planning Directions
Pennsylvania
$754K +$30.6K +116 +4%
FRM
3967
Fox Run Management
Connecticut
$749K +$849K +3,216 New
JSMC
3968
Jess S. Morgan & Co
California
$748K +$39.6K +150 +5%
PPWP
3969
Proquility Private Wealth Partners
Nevada
$747K +$13.7K +52 +2%
PI
3970
Pachira Investments
California
$746K +$98.5K +373 +13%
EP
3971
Essential Planning
New Hampshire
$746K +$846K +3,203 New
AC
3972
AWM Capital
Arizona
$745K +$401K +1,517 +97%
CWM
3973
Cranbrook Wealth Management
Michigan
$742K – – –
AAM
3974
Ameraudi Asset Management
New York
$740K – – –
RRA
3975
Round Rock Advisors
Connecticut
$738K -$29K -110 -3%
157 158
159
160 161