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Name Holding Trade Value Shares
Change 		Change in
Stake
LODC
4751
Lanham O'Dell & Company
West Virginia
$260K -$7.27K -22 -3%
HWA
4752
Hillcrest Wealth Advisors
New Jersey
$259K – – –
WFS
4753
Weitzel Financial Services
Iowa
$258K +$33K +100 +14%
DAL
4754
Delta Accumulation LLC
California
$257K +$330 +1 +0.1%
LWAM
4755
Legacy Wealth Asset Management
Minnesota
$253K – – –
BWM
4756
Biltmore Wealth Management
Arizona
$253K +$330 +1 +0.1%
LG
4757
LAM Group
Oregon
$252K – – –
MCA
4758
Maryland Capital Advisors
Maryland
$249K -$11.9K -36 -4%
WCWM
4759
Wooster Corthell Wealth Management
Connecticut
$249K -$9.25K -28 -3%
SC
4760
Sykon Capital
New York
$248K +$260K +786 New
CCG
4761
Capital CS Group
California
$247K -$863K -2,611 -77%
JAIC
4762
Josh Arnold Investment Consultant
Minnesota
$247K -$16.5K -50 -6%
LJCM
4763
Lee Johnson Capital Management
Texas
$247K -$6.28K -19 -2%
PWM
4764
Pacific Wealth Management
California
$246K +$661 +2 +0.3%
SIAM
4765
Sterling Investment Advisors (Missouri)
Missouri
$245K +$43.9K +133 +21%
HAFS
4766
Hapanowicz & Associates Financial Services
Pennsylvania
$245K – – –
SWA
4767
ShankerValleau Wealth Advisors
Illinois
$245K – – –
BCM
4768
Beddow Capital Management
Wyoming
$245K – – –
CWAF
4769
Core Wealth Advisors (Florida)
Florida
$245K +$6.61K +20 +3%
SCM
4770
Saba Capital Management
New York
$242K -$63.4K -192 -20%
SAM
4771
Sandbar Asset Management
United Kingdom
$242K +$253K +767 New
SC
4772
Skylands Capital
Wisconsin
$242K – – –
CWP
4773
Corepath Wealth Partners
Arizona
$241K +$14.5K +44 +6%
MFS
4774
McNamara Financial Services
Massachusetts
$241K -$33K -100 -12%
SG
4775
Strid Group
Pennsylvania
$240K -$21.5K -65 -8%
189 190
191
192 193