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Name Holding Trade Value Shares
Change 		Change in
Stake
APM
2701
Advanced Portfolio Management
New York
$394K -$270K -2,503 -37%
AWF
2702
Alpha Wealth Funds
Utah
$394K +$452K +4,197 New
KWM
2703
Kingsman Wealth Management
Florida
$393K -$585K -5,430 -56%
4WM
2704
44 Wealth Management
Oregon
$393K -$119K -1,102 -21%
CC
2705
Corsicana & Co
Texas
$392K +$436K +4,045 +2,889%
IAS
2706
Integrity Advisory Solutions
Texas
$392K +$87.4K +811 +24%
VCWM
2707
Vista Cima Wealth Management
Arizona
$392K +$451K +4,181 New
EIG
2708
Ellenbecker Investment Group
Wisconsin
$392K -$50K -464 -10%
SWP
2709
Stone Wealth Partners
Louisiana
$389K +$448K +4,153 New
LW
2710
Linscomb Wealth
Texas
$389K -$136K -1,260 -23%
DBRC
2711
D.B. Root & Company
Pennsylvania
$389K +$78.1K +724 +21%
ATIA
2712
American Trust Investment Advisors
New Hampshire
$388K -$56.1K -520 -11%
FPCP
2713
Fort Point Capital Partners
California
$388K -$372K -3,454 -44%
BAM
2714
Byrne Asset Management
New Jersey
$387K +$445K +4,130 New
CCI
2715
Credit Capital Investments
New Jersey
$384K – – –
BCM
2716
Boltwood Capital Management
California
$384K +$140K +1,300 +46%
NS
2717
Northland Securities
Minnesota
$384K +$442K +4,100 New
SPW
2718
Signet Private Wealth
Illinois
$384K +$442K +4,098 New
PB
2719
Prosperity Bancshares
Texas
$384K +$441K +4,095 New
CA
2720
COFG Advisors
Illinois
$384K +$441K +4,093 New
4WM
2721
4J Wealth Management
Virginia
$383K -$37.7K -350 -8%
BCP
2722
Blue Chip Partners
Michigan
$383K +$31.3K +290 +8%
JCFM
2723
JBR Co Financial Management
Oklahoma
$382K -$4.85K -45 -1%
ACGA
2724
Atlanta Consulting Group Advisors
Georgia
$382K +$59.3K +550 +16%
BWFA
2725
Baltimore-Washington Financial Advisors
Maryland
$381K +$26.6K +247 +6%
107 108
109
110 111