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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
2826
Marco Investment Management
Georgia
$265K -$39.6K -450 -11%
BC
2827
Brio Consultants
California
$265K +$15.8K +179 +5%
BZWA
2828
Blue Zone Wealth Advisors
California
$265K +$17.6K +200 +6%
HFS
2829
Hopwood Financial Services
Virginia
$264K -$1.76K -20 -0.5%
CFA
2830
CWS Financial Advisors
Michigan
$264K +$7.75K +88 +2%
TM
2831
TigerOak Management
New Mexico
$264K – – –
CWM
2832
Concentrum Wealth Management
California
$264K +$40.8K +463 +14%
DPI
2833
Diversified Portfolios Inc
Michigan
$263K +$65.6K +745 +25%
BMWM
2834
Brown Miller Wealth Management
Virginia
$263K – – –
OPWM
2835
Oregon Pacific Wealth Management
Oregon
$262K +$323K +3,672 New
HGA
2836
Hobbs Group Advisors
South Carolina
$262K -$443K -5,033 -58%
BAG
2837
Bridgewealth Advisory Group
California
$261K +$8.81K +100 +3%
HWA
2838
Heritage Wealth Architects
Minnesota
$261K +$3.35K +38 +1%
CCAM
2839
Cascades Capital Asset Management
North Carolina
$261K – – –
PIA
2840
Powell Investment Advisors
Florida
$261K – – –
CFGA
2841
Cambridge Financial Group (Arizona)
Arizona
$260K +$1.06K +12 +0.3%
RTC
2842
Real Talk Capital
Tennessee
$260K +$321K +3,647 New
4WM
2843
44 Wealth Management
Oregon
$260K +$59.2K +672 +23%
SGI
2844
Swan Global Investments
Colorado
$260K +$85.2K +967 +36%
PMSA
2845
Patrick M. Sweeney & Associates
Illinois
$259K +$27.3K +310 +9%
LWA
2846
LifeGoal Wealth Advisors
New York
$259K +$123K +1,391 +62%
CAC
2847
Core Alternative Capital
Georgia
$259K +$51.1K +580 +19%
KDA
2848
Kraft Davis & Associates
Missouri
$259K +$2.82K +32 +1%
GWA
2849
Geometric Wealth Advisors
District of Columbia
$258K -$27.5K -312 -8%
CCM
2850
Chiron Capital Management
Florida
$258K -$60K -681 -16%
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114
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