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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2601
Appalachian Capital Management
Ohio
$342K -$5.55K -63 -1%
KFS
2602
Kaizen Financial Strategies
California
$341K -$110K -1,248 -21%
AWM
2603
Abound Wealth Management
Tennessee
$341K -$37.1K -421 -8%
CIC
2604
Cutler Investment Counsel
Oregon
$341K -$8.81K -100 -2%
GWM
2605
Greenline Wealth Management
Florida
$340K -$108K -1,221 -20%
TH
2606
TCTC Holdings
Texas
$339K +$138K +1,565 +49%
LRWM
2607
Lord & Richards Wealth Management
Colorado
$339K -$22.5K -256 -5%
BFA
2608
Bill Few Associates
Pennsylvania
$338K -$8.81K -100 -2%
PBF
2609
Petix & Botte Financial
California
$338K +$213K +2,413 +104%
EFL
2610
ERn Financial LLC
Wisconsin
$338K -$6.08K -69 -1%
WIP
2611
WealthCare Investment Partners
Rhode Island
$337K – – –
RWI
2612
Red Wave Investments
Pennsylvania
$337K – – –
4A
2613
4Wealth Advisors
Illinois
$337K -$169K -1,923 -30%
MMA
2614
Mizuho Markets Americas
New York
$336K -$17.2M -195,300 -98%
TW
2615
Tempo Wealth
Ohio
$335K +$35.5K +403 +9%
PPW
2616
Pasadena Private Wealth
California
$334K +$6.96K +79 +2%
FWM
2617
FMB Wealth Management
California
$333K – – –
WIM
2618
Warwick Investment Management
Texas
$333K -$1.5K -17 -0.4%
LWM
2619
Lighthouse Wealth Management
Ohio
$332K – – –
TSWM
2620
Triangle Securities Wealth Management
North Carolina
$332K +$409K +4,645 New
SAMT
2621
Select Asset Management & Trust
Pennsylvania
$331K -$70.9K -805 -15%
CW
2622
Channel Wealth
California
$331K +$80.8K +917 +25%
SWM
2623
Selective Wealth Management
Virginia
$331K +$969 +11 +0.2%
MW
2624
Marble Wealth
Alabama
$331K +$7.75K +88 +2%
GFWA
2625
Grey Fox Wealth Advisors
Delaware
$330K -$97.4K -1,106 -19%
103 104
105
106 107