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Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
2726
Nolet Wealth Management
Texas
$794K +$516K +688 New
T
2727
TOBAM
France
$792K +$514K +686 New
ECM
2728
Elgethun Capital Management
South Dakota
$790K +$28.5K +38 +6%
CCM
2729
Connective Capital Management
California
$788K – – –
LPFG
2730
Landing Point Financial Group
Ohio
$788K -$63K -84 -11%
VAF
2731
Values Added Financial
District of Columbia
$787K +$45K +60 +10%
LWM
2732
Lakeridge Wealth Management
Ohio
$787K -$51.7K -69 -9%
FFS
2733
Founders Financial Securities
Maryland
$786K +$145K +193 +40%
HA
2734
HFG Advisors
Ohio
$785K +$510K +680 New
WIC
2735
Willis Investment Counsel
Georgia
$785K – – –
SAM
2736
Sequent Asset Management
Texas
$785K +$11.2K +15 +2%
CT
2737
Caldwell Trust
Florida
$785K +$247K +330 +94%
AGM
2738
Alpine Global Management
New York
$785K +$510K +680 New
GS
2739
Gagnon Securities
New York
$784K -$298K -398 -37%
MCWA
2740
Meadow Creek Wealth Advisors
Georgia
$783K +$508K +678 New
RCM
2741
Requisite Capital Management
Texas
$783K +$508K +678 New
VW
2742
Vantus Wealth
Pennsylvania
$781K +$508K +677 New
WMA
2743
William Mack & Associates
Michigan
$779K – – –
AFG
2744
Artesa Financial Group
Texas
$779K -$94.5K -126 -16%
EP
2745
E6 Portfolios
Utah
$778K – – –
BA
2746
Ballast Advisors
Minnesota
$777K -$9.75K -13 -2%
EWM
2747
Evolution Wealth Management
Florida
$772K +$142K +189 +39%
OIM
2748
Oder Investment Management
California
$770K -$103K -138 -17%
CA
2749
Carson Advisory
Georgia
$770K -$1.35M -1,796 -73%
DIM
2750
Delta Investment Management
California
$769K -$39.7K -53 -7%
108 109
110
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